Caresquare

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

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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.

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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.

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

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

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

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