Caresquare

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

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

How to change or update Participant Information

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

Navigating the Payments Page

Navigating Caresquare's Claims and Payments functionality.

CLAIMS & PAYMENTS

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)

Some handy tips to help resolve issues you may experience

TROUBLESHOOTING

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.