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Overview

Our Rapid rostering feature has been designed to only include the components required to successfully deliver support coordination services. This module runs on a separate database to align with NDIS privacy requirements.

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Setting up for Support Coordination

To set up a separate database, we need the following transferred from your main vCore database:
  • List of clients
  • List of office users
  • List of workers
  • List of note categories (if you use them)
  • List of services related to support coordination
  • Any other relevant information you’d like transferred across

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Getting started

1

Open the Rapid Roster button

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2

Set the support coordinator as case manager (optional)

Support coordinators use standard logins and can be assigned as the first Case Manager on the client profile for reporting purposes. This isn’t mandatory in order to add support coordination services.
3

Create the visualcare agreement

Once the support coordinator has been set as the case manager on the client, create the visualcare agreement. Add the support coordination services the client requires and enter the budget details.
Creating the visual agreement is required before you can use the Rapid Roster feature.
Create a blank roster once the agreement is saved, so you can start rostering when you’re ready.
4

Set up support coordinators as workers

Support coordinators need to be set up as a worker so that timesheets can be created for the support coordination service. Once confirmed, the timesheet can be exported for invoicing.
Support coordinator timesheets don’t need to be exported if the coordinator is on a salary.

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Creating a roster

1

Open Rapid Roster

Go to Operations > Rapid Roster.
2

Add a new entry

Click the green Add New button.
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3

Enter the shift details

Enter the details and any notes required for the shift.
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Field reference

On the right-hand side, the budget graph updates as you add support coordination services, and notes display historically. Once you’ve added a service for the client, it appears on the support coordination page. Click Add New to add the next service.
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All support coordination services are displayed in the client roster.

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Confirming timesheets

Support coordinators’ timesheets need to be confirmed manually, as they usually won’t be using the mobile app to clock in and out of shifts. Follow your internal process to confirm timesheets so you can export the services for invoicing to clients as normal.
When you add a support coordination service, it shows as a Rostered item in the budgeting areas. The service needs to be manually confirmed in timesheets before it can be exported for invoicing.

Care plans and service agreements

Understand care management and coordination activity tracking

Creating a client profile

Set up the client profile that holds case manager and agreement details