Family portal

Participant and family portal: What they should see. Nothing they shouldn't.

A portal login lets a participant — or the family member who helps them — check the plan budget, see who's coming over the next four weeks and the invoices you've issued for them, and, where you manage the plan, approve the invoices waiting on them. Logins are free and never counted as seats. What your team writes about a person — notes, the support plan, incidents, documents, medications, charts and messages — stays with your team.

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The participant portal on a phone, from the NDIS demo: G'day, Kieran, with his name and NDIS number; a banner saying two invoices need approval; and his plan budget — two categories, each with what's been used and what's left, then the total funding and what remains — above tabs for funding, invoices, schedule, notifications and meals

Free loginsNever counted as seats

Private by designWhat your team writes stays with your team

How it flows

One login, from set-up to an answered invoice.

1Invited from their record
Your office invites the person, or a family member who helps them, from the person's record, and they get an email with a link to choose their password. One login shows one person, each with its own email.
2Sign in
With an email and a password, on a phone or a computer. It opens in the browser with your organisation's logo, and there's nothing to install.
3Check the budget
The plan budget from the active agreement, one category at a time — what's been used, what's left — and the totals underneath.
4See who's coming
Every visit for the next four weeks: the date and time, the support, the worker's name and where — or to be confirmed.
5Answer an invoice
Where you manage the plan, another provider's invoice waits for a yes or a no: approve in one tap, or decline with a reason.

What people ask first

The short answers, up front.

Who gets a login?
The participant, or a family member or nominee who helps them — each with their own login. One login shows one person.
What does it cost?
Nothing. Portal logins are free and are never counted as seats on your bill.
How does a family get access?
Your office invites them from the person's record, and they choose their password from the emailed link.
How do they open it?
In the browser, on a phone or a computer, with nothing to install.
What can they see?
The plan budget, the next four weeks of visits, the invoices you've issued for them — who each was billed to and whether it's paid — and, where you manage the plan, other providers' invoices to answer; their email choices; and, where you sell meals, their orders.
What stays with your team?
Notes, the support plan, incidents, documents, medications, charts and messages — all of it stays inside your organisation.
Do they get emails?
Yes — the kinds your organisation sends, and each person chooses which of those they want.

Whose screen

The same job, from each seat.

In the office

Your office invites each portal login from the person's record, and turns one off or on there. Where you're the plan manager, an invoice from another provider reaches the person's portal once it passes its checks, and their answer comes back to the office — a decline as urgent, with their reason. An invoice nobody answers is approved automatically after five days, and the claim and the payment stay with your team. The portal shows the visits you've published, so a draft stays with your office until you publish it.

For families

On a phone or a computer, the person — or the family member who helps them — sees the plan budget by category, every visit you've published for the next four weeks with who's coming and where, the invoices you've issued for them and any waiting for their answer, and their own email choices. Notes, the support plan, incidents, documents, medications, charts and messages stay with your team.

A worked example

What one portal login shows — and what stays with your team.

The five tabs every login has, from the NDIS demo's participant, and what sits behind each. A tab's contents depend on what your organisation runs.

Funding: The plan budget from the active agreement, by category — used, left and the totals
Invoices: The invoices you've issued for them — who each was billed to, paid or not — and, where you manage the plan, other providers' invoices to approve or decline
Schedule: The next four weeks of visits — who's coming and where, or to be confirmed
Notifications: Their own email choices, for the kinds of email your organisation sends
Meals: Their meal orders — each order's funded share and their own contribution — where you sell meals
Kept with your team: Notes, the support plan, incidents, documents, medications, charts, messages

Beyond these, a person sees one of your organisation's own fields where you've opened that field to the portal, once something is recorded in it.

In detail

The detail, on the real screens.

One login, one person — on a phone or a computer

Each portal login belongs to one person. The participant can have one, and so can the family member or nominee who helps them — each with their own email — and every login shows that one person only. It opens in the browser, laid out for a phone but just as usable on a computer, with your organisation's logo and nothing to install. The first screen greets whoever signed in by their own first name, names the person and their NDIS number, puts the plan budget from their active agreement in plain sight — each category with what's been used and what's left, and the totals underneath — and, if an invoice is waiting for their decision, says how many.

The participant portal on a computer, from the NDIS demo: the same greeting, invoice banner and plan budget as on a phone, in one column, with the person's name at the top and the five tabs along the bottom — The same portal on a computer — one login, one person (NDIS demo)

Who's coming, for the next four weeks

The schedule lists every visit over the next four weeks — the date and time, the support, the worker's name and where it is. Where nobody has been assigned yet, it says the worker is to be confirmed rather than guessing, so a family can see at a glance what's settled and what's still open. Where you switch it on, the person or their family can ask from the portal for a visit, or to cancel one, and each ask waits in the roster's Shift requests for your office to book or answer. A weekly reminder, on the day you choose, emails everyone with a portal login that the coming week is ready, with the link to sign in.

The participant portal's schedule on a phone, from the NDIS demo: the next four weeks of community access visits, each with the date and time — some with the care worker to be confirmed, others with the worker's name and the place, such as a town bus interchange or a leisure centre — The person's own schedule — four weeks, with who's coming or to be confirmed (NDIS demo)

Invoices to answer — where you manage the plan

Where you're the plan manager, an invoice from another provider reaches the person's portal once it passes its checks — an NDIS number, an invoice number that provider hasn't used before, and money left in the budget category. It shows the provider, the number, the date, the total and its lines. Approve takes one tap and records who approved it and when; Decline asks for the reason, with examples such as the service didn't happen or the amount is wrong, and reaches the office as urgent. The history underneath shows where each invoice got to, from approved to provider paid.

The participant portal's invoices on a phone, from the NDIS demo: two providers' invoices awaiting approval, each with the invoice number, date and total and an Approve and a Decline button, and a history below — one provider paid, one approved — Other providers' invoices, waiting for a yes or a no (NDIS demo)

Straight answers

Safety built in: what warns you, and what it stops.

Warns you

Invoices waiting for their answer — a banner on the first screen says how many and takes them straight there.
A visit nobody is assigned to yet — it reads to be confirmed, not a guess at who's coming.
A declined invoice — it reaches the office as urgent, with the reason they gave.

Stops you

A login showing anyone but its own person — one login, one person.
Your organisation's own invoices appearing for approval — only other providers' invoices, where you're the plan manager.
An invoice reaching the portal before it passes its checks — an NDIS number, an unused invoice number, money left in the category.

Who stays responsible

Your team decides who gets a login and what the plan says, and it makes every claim and payment. The person sees the plan's money, the visits and the invoices waiting on them — and what your team writes about them stays with your team.

The rulebook

Questions, answered properly.

In the help centre

A client's record: Overview

A woman at her kitchen bench in the evening with a cup of tea, smiling as she looks at a tablet

Who can have a portal login?

The participant, and a family member or nominee who helps them — each with their own login and email. Every login shows one person only.

What does a portal login cost?

Nothing. Portal logins are free and are never counted as seats, so your bill follows your team, not the number of people you support.

How does a family member get access?

Your office invites them from the person's record — from their contacts, or by name and email — and the email has a link to choose their password, good for seven days; Send link again sends a fresh one. The record shows who has joined and when each was last on the portal.

What if a family member helps two people?

They get a login for each person, each with its own email — one login shows one person.

What does the budget show?

The plan budget from the person's active agreement, one category at a time: what's been used, what's left, and the total funding and what remains underneath. The figures are the ones Corella holds for the plan.

What stays with your team?

Notes, the support plan, incidents, documents, medications, charts and messages — all of it stays inside your organisation. A person sees one of your organisation's own fields where you've opened that field to the portal.

What happens if nobody answers an invoice?

It's approved automatically after five days — worth mentioning to families when you set up their login. A declined invoice reaches the office as urgent, with the reason they gave.

Does the portal send notifications?

By email: the kinds your organisation sends, and each person chooses which of those they want.

Which visits does the portal show?

Every visit you've published for the next four weeks, with the worker to be confirmed where nobody's assigned.

Guides for this

Read the rule behind it.

See participant and family portal on a live instance.

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