Clients and cases | Currello user guide

Who can do this: adding clients and cases needs a staff profile with an operational role such as Admin, Case Manager or Case Handler. An organisation administrator without a staff profile can manage settings and users but won't see Add Client. Add yourself under Staff first.

1Add a client

A client is the person you support. Open Clients from the top bar to see everyone in your organisation, search by name, NDIS number, address or email, and see them on the map.

Clients list with names, contact details, NDIS IDs and a map of client locations — The client list. Edit and View are on each row.

Select Add Client.
Under Personal Information, enter first and last name, date of birth and NDIS ID. Optionally add gender, pronouns, cultural background and place of birth.
Open Contact Information and add email, mobile, country of residence (required) and address.
Select Add Client. If the street can't be found on the map, Currello says so. Select Add Client again to keep the address as entered.

Add New Client dialog, Personal Information section — Personal information

Add New Client dialog, Contact Information section — Contact information

2Open a case

A case is a period of support for one client. Open Cases → New Case.

Start typing the client's name, email or NDIS number and pick them from the suggestions. Their details appear so you can check you have the right person.
Choose the workflow. If your organisation has only one, it is selected automatically.
Under Case Details, choose who the case is assigned to by typing a staff member's name. Set the start and end dates, usually the plan dates.
Choose Budget Unit Availability: weekly, monthly or quarterly. Currello spreads the budget across those periods and can roll unused budget into the next one.
Review the billing rates and their budgets, and any service tax such as GST. Your organisation's default rates are filled in for you.
Select Create Case.

Create New Case with client details and the selected workflow — The client is selected, and the workflow is picked automatically.

Assigned To field showing a staff suggestion — Assign a coordinator

Billing rates table with rates, units and budgets, and the Create Case button — Billing rates and Create Case

3Find a case

Cases → Case Search lists every case you can see, with client, assignee, workflow, budget and dates. Type in the search box for suggestions you can add as filters. Use the ⋮ menu on a row to Open, Reassign or Communicate.

Case Search results with the row actions menu open showing Open, Reassign and Communicate

4The case page

Everything about a case is on one page:

Case Data Completeness: how much of the case record, contacts and forms is filled in.
Case Details: reference, current workflow stage, client, NDIS ID, assignee, alerts, contacts, files and budget.
Billing Rates: remaining budget, hours left and this period's allowance for each rate. Use the chart icon to see usage.
Case Actions: add a case note, create a workflow or ad hoc task, or communicate with people on the case.
Tasks and Case History: see below.

Case page showing completeness, case details, G.U.I.D.E stages, contacts and billing rates — A case at the Gather stage, with three linked contacts and its billing rates.

5Write a case note

In Case Actions, select Add Case Note.
Write what happened: who you spoke to, what was agreed and the next steps.
Time Spent counts up automatically while the dialog is open. Use +1 min to add time spent before you opened it.
Pick the billing rate. Currello shows the estimated cost and the period budget left after this entry.
Select Add Note. The note goes into Case History, where everyone on the case team can see it.

Add Case Note dialog with note text, time spent, billing rate and budget remaining bar

Case History table listing case notes, a completed task and contacts added, with time and user — Case History is the audit trail of notes, tasks and changes, with time and author. Use the filters to show or hide entry types.

6Run workflow tasks and forms

The workflow creates tasks for the current stage, such as Arrange Initial Meeting or Complete Home Visit Safety Checklist. Each task has an assignee and a due date. Open a task's ⋮ menu to Run, Assign, Edit due date or Close it.

Tasks table with the actions menu open showing Run, Assign, Edit due date and Close

A task without a form asks you to Confirm Time Spent. Enter the hours and minutes, choose a billing rate, and select Confirm & Complete Task. Minimum billable times apply automatically, and both logged and actual time are kept.
A task with a form, such as the home visit safety checklist, opens the form. Required fields are marked with *.

Confirm Time Spent dialog with logged time, billing rate and estimated cost — Completing a task

Complete Home Visit Safety Checklist form — A task with a form

7Contacts and case contacts

Contacts are the people around a participant: family, allied health professionals, plan managers, NDIS planners and providers. Add them once from Contacts → Add Contact with a role such as Family Member or Plan Manager. You manage the role list under Settings → Contact Settings.

Contacts list with names, type, email, phone, role and case roles

To link a contact to a case, select the + next to Case Contacts on the case page, search for the contact, choose their role on this case and add a short note. Linked contacts show as coloured tags on the case.

8My Cases

Cases → My Cases is a coordinator's working list. It shows cases assigned to you, ordered by outstanding tasks, with overdue tasks, tasks due this week and remaining budget. Supervisors also see a Supervised Staff Cases list for the people who report to them.

My Cases list showing a case with outstanding tasks, tasks due this week and remaining budget