Caresquare

Everything you need as Plan Management users of Caresquare

FOR PLAN MANAGERS

Power Automate Guide — Move Caresquare Invoice Threads to a Folder

Outlook - Automatically Archive Successfully Processed Emails

Learn how to forward emails automatically to Caresquare from your Outlook inbox

Outlook - How to Set Up Auto-Forwarding to Caresquare

Automatically manage successfully processed emails in your Gmail inbox

Gmail - Automatically Archive Successfully Processed Emails

Set up auto-forwarding in Gmail to Caresquare

Gmail - How to Set Up Auto-Forwarding to Caresquare

EMAIL AUTO-FORWARDING

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

Creating B2B Device

NDIA INTERGRATION

Caresquare QA Warnings and Claim Flags

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

📢 Important Update: NDIS Funding Periods

New NDIS Compliance Features for SIL Registration Changes

COMPLIANCE TOOLS

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

How to Generate Plan Management Fee

PARTICIPANTS

This guide explains how to upload provider invoices into Caresquare using manual upload, email, or auto-forwarding. It also covers how to track upload status, view failed uploads, and identify manually…

How to Upload Invoices

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

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 Merge Providers feature allows you to combine duplicate or related provider records into a single provider profile. During the merge, you can choose which provider to keep and which…

How to Merge Providers

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

Provider Page Overview

The Bank Verification Form feature allows Plan Managers to send a secure form to providers or participants to verify their banking details, supporting Confirmation of the Payee (CoP) requirements.

How to Send a Bank Verification Form to a Provider or Participant

How to change Provider status, 'Active' 'Inactive' and 'Blacklisted'

Setting up & Navigating provider information

PROVIDERS

Tasks help you keep track of follow-ups, reminders, and action items within CareSquare. You can create tasks linked to a participant or create a general internal task for your team.

How to add a Task

NOTES & TASKS

How to cancel a Claim

How to put a Payment on Hold

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'

The Claims History page provides a central location to view and search for invoices across your Caresquare account. It also allows you to locate invoices regardless of their current status…

Navigating "Claims History" Page

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

How to set up Email Templates

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)

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

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

Extra features and functionality to help with your day to day

CARESQUARE EXTRAS

Articles

Tickets

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.