Caresquare

The Chat feature allows staff within the organisation to communicate directly with each other within the system. You can start direct messages with a staff member or create channels for…

How to use Chat in Caresquare

Resetting and resending an invoice for approval allows you to send an already approved (or auto-approved) or pending invoice back to the approver for review again.

How to Reset and Resend Invoice for approval

Power Automate Guide — Move Caresquare Invoice Threads to a Folder

Automating Outlook Email Forwarding

Everything you need as Plan Management users of Caresquare

FOR PLAN MANAGERS

This article steps you through creating a B2B device so Caresquare can integrate into your NDIA account.

Creating B2B Device

A new change has been introduced that affects how budgets are released to NDIS Participants: Funding Periods.

📢 Important Update: NDIS Funding Periods

NDIA INTERGRATION

Adding a team member allows you to give another person access to a participant’s information via Portal or Mobile app based on selected permissions.

How to Add a Team member to a Participant

When adding or updating a team member for a participant, you can control their level of access by assigning specific permissions. This allows you to manage what each team member…

Grant Permission to a Team Member

To maintain organised records for each participant, you can upload documents directly to their profile within the system.

How to Add a Document to a Participant

This guide explains how to edit and update a participant’s information within their profile.

How to change or update Participant Information

Exporting data in within the Participants page allows you to easily download participant details, team member access, and headline budget data.

How to Export Participant and Team Member List

How to Manually add a Participant

This section provides an overview of how to navigate a participant’s profile and understand the information available within it.

Navigating the Participant Profile

Participants Page Overview

This allows you to set up Service Agreements and manage how a participant’s budget is allocated or limited for providers.

How to create Service Agreement

This allows you to set up Budget Rule which allows you to control how a participant’s funding can be used by either allowing or restricting specific service items within a…

How to Create a Budget Rule

PARTICIPANTS

This guide explains how to move an invoice to the Claims page so it can be submitted to the NDIS for claiming.

How to move an Invoice from Ready to Claims

How to send an Invoice for Approval

Navigating within the Invoices Page

This guide walks you through the process of reviewing and QA’ing an invoice in the Caresquare Plan Manager Portal.

Processing an Invoice/Understanding the Invoice Review Screen

INVOICES

NDIS Commission Compliance Decisions — Feature Overview

The Providers page displays any recent changes made to a provider’s banking details by a staff member.

How to Review Bank Detail Changes

Navigating Within the Providers Profile

The Providers page allows you to view, manage, and review all providers within the system.

Provider Page Overview

Setting up & Navigating provider information

PROVIDERS

How to cancel a Claim

Processing a manual claim in CareSquare allows you to mark an invoice as claimed outside of the standard automated claiming workflow.

How to Process a Manual Claim

Navigating the Payments Page

Navigating Caresquare's Claims and Payments functionality.

CLAIMS & PAYMENTS

The Global Search helps you quickly find invoices, participants, and providers from anywhere in the platform, saving you time and clicks.

How to Use 'Global Search'

ARCHIVE & DATABASE

Caresquare allows you to send emails directly from the platform, making it easy to contact suppliers, participants, or anyone related to a specific.

Sending Emails within Caresquare

When checking the delivery status of an email, you may see different status labels. Here’s what each one means:

Email Delivery Status Guide

Sending Email and Setting up Email Template

EMAIL SENDING 

A hard refresh forces your browser to reload a web page by clearing the cached version.

How to Do a Hard Refresh (Clear Cache for a Page)

Caresquare QA Warnings and Claim Flags

User roles determine what access and permissions a team member has within Caresquare. Admin users can update another user’s roles at any time.

How to Add, Remove or Edit User Roles/Permissions

Some handy tips to help resolve issues you may experience

TROUBLESHOOTING

Articles

Tickets

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