For support coordinators

Your whole caseload, finally visible

Every participant gets a deep, living profile: plan, funding, goals, notes, comms, consent and status. Your caseload rolls up into views that show you who needs attention today, not after something slips.

7-day free trial No setup fees Australian support

Built for the realities of coordination: plans · funding components · PRODA · NDIA · consent · caseloads

Participant profiles

One screen that actually knows the participant

Open a participant and everything is in front of you: how long the plan has left, how funding is tracking, which goals are moving, and every note, document and email underneath it. No tab-hopping between a CRM, a drive and an inbox.

  • Six tabs, zero hunting: Overview, Notes, Goals, Documents, Comms and AI Brain on every participant
  • AI Brain: a living summary built from the participant's documents, notes and emails, ready before a call
  • Full history: every interaction time-stamped and attached to the person, not lost in someone's inbox
  • Goals tracked against the plan, so reviews start from evidence rather than memory
See how the AI Brain works
carehq.au/participants/jordan-b
Jordan B. · ParticipantPlan active
Overview Notes Goals Documents Comms AI Brain
212Plan days left
38%Funding used
3 / 4Goals on track
Phone review with OTToday · linked to Goal 2: community access
Note
Quote received: assistive techYesterday · filed to Documents
Filed
Plan review meeting bookedTue 23 Jun · NDIA planner confirmed
Upcoming
Plans & funding

Drop the plan PDF in. CareHub reads it.

A new plan used to mean an hour of re-typing goals, dates and budget lines. In CareHub you upload the NDIS plan PDF and the AI extracts the goals, the funding, the dates and the components straight into structured fields you can track against, not a scanned attachment nobody opens.

  • PDF in, structure out: goals, funding and plan dates extracted automatically
  • Funding periods & components set up against the plan, so spend is tracked where it belongs
  • Funding report extraction: pull a report in and the numbers land in the right place
  • Everything editable: you confirm what the AI found; nothing is locked in silently
Watch it read a plan live
carehq.au/participants/jordan-b/plan
Plan uploadAI extraction
NDIS_Plan_Jordan.pdfUploaded just now · 11 pages
Extracted
CareHub AI found
3 goalsIndependent travel · daily living skills · community access
Goals
$184,200 total fundingMapped to budget categories
Funding
12 Jul 2026 – 11 Jul 2027Plan dates · review reminder set
Dates
4 funding componentsPeriods created, ready to track spend
Components
PRODA, NDIA & consent

The waiting game, made visible

Half of coordination is waiting on someone else: a PRODA claim, an NDIA decision, a signature. CareHub turns the waiting into status strips you can see across the caseload: how long it's been sitting, what's blocked, and one tap to update when it moves.

  • Waiting strips: every PRODA and NDIA item shows exactly how many days it has been sitting
  • Blockers & quick toggles: flag what's stuck, clear it in one tap when it moves
  • Consent, properly kept: upload and download consent records with a full audit trail behind each one
  • Issues tracking: problems get an owner and a status instead of living in your head
How compliance works
carehq.au/participants/jordan-b/status
Status & consent2 waiting
PRODA claimSubmitted 8 Jun · waiting 4 days
Waiting
NDIA reviewBlocked: AT quote outstanding
Blocker
ConsentSigned 3 Mar 2026 · audit trail attached
Current
Issue #14: transport providerOpened 5 Jun · assigned to you
Open
1 blocker on this participantNDIA review can't progress until the assistive tech quote is uploaded.
Caseload views

Spot the participant who needs you, before they call

Zoom out from one participant to all of them. Constellation, grid and heatmap views show the whole caseload at once: who's humming along, whose plan is running down, and where a blocker has been sitting too long. Triage by looking, not by scrolling a spreadsheet.

  • Constellation, grid & heatmap views: pick the lens that suits how you triage
  • Attention surfaces automatically: stale claims, ending plans and open blockers stand out in amber and red
  • Provider service management: track which providers deliver what, for whom
  • Finances alongside the caseload, so coordination hours and funding stay connected
See a caseload walkthrough
carehq.au/caseload
Caseload heatmap3 need attention
32Participants
3Need attention
6Plans ending soon

Each row a participant, each cell a day: amber needs review, red is a blocker.

Why coordinators choose CareHub

Less typing. Nothing slipping. Evidence on hand.

Coordination is judgement work. CareHub takes the clerical work off the top of it.

Less re-typing

Plans, funding reports and documents are read by AI into structured fields. The hour you used to spend transcribing a new plan goes back to the participant.

Nothing slips

Waiting strips count the days on every PRODA and NDIA item, blockers stay red until cleared, and ending plans surface weeks out, across the whole caseload.

Evidence ready

Consent records carry an audit trail, every note and email is time-stamped to the participant, and the full history exports cleanly when someone asks for it.

Bring one real plan to a demo

We'll upload it live, watch the AI extract the goals, funding and dates, and set up the participant in front of you. Thirty minutes, no jargon.

7-day free trial · No setup fees · No lock-in · Australian support