Help centre

Short guides for each task in CareHelm, with screenshots and videos. 中文帮助

Videos

• Start from scratch4 min, English and Chinese captions
• Already registered: import your files2 min, English and Chinese captions
• Staff sign policies on a phone1 min, English and Chinese captions
• Export your audit pack1 min, English and Chinese captions

Getting started

• Get started in CareHelmThe seven steps on your Home page, in the order to do them.
• Choose how to startThe first screen after you set up your organisation. Pick the path that fits where you are.
• Do the quick checkTen questions, about three minutes. You then see how many requirements you already have in place, and a first task.
• Answer the gap assessmentGo through each requirement that applies to you and say how far along you are.
• Choose your registration groupsYour registration groups set which requirements apply and what kind of audit you need.

Policies and documents

• Answer About your businessFifteen questions about how you work. You answer them once, and every policy reuses the answers.
• Write a policy from questionsPick an outline, answer a few questions, check each section of the draft, then publish.
• Draft a policy with AIAI can write the first draft of each section from your answers. You check every section before it is used.
• Import the files you already haveUpload your policies, certificates and registers in one go, check each file, then see what is still missing.
• Add a certificate or other evidenceUpload one document or several, link them to the requirements they prove, then check and confirm each one.
• Replace a document before it expiresUpload a new copy of an expiring certificate. The type and requirements are filled in for you.

Your team

• Add your workersPut everyone who works with you on the worker register, so screening, training and signatures are tracked.
• Send a worker their staff linkEach worker gets a personal link to sign policies, send their documents and report incidents.
• Sign policies on your phone (for workers)What a worker does with their staff link: enter the code, read each policy, sign with initials.
• Give someone app accessInvite an admin to help run CareHelm, or a staff member to log in to their own page.
• Change or end someone's accessChange a person's role, deactivate or remove their login, withdraw an invite, or leave an organisation.

Records

• Report and manage an incidentRecord what happened, check whether it is reportable to the NDIS Commission, and track each deadline.
• Keep your risk, complaint and improvement registersThe registers your auditor reads. Keep them up to date and they count as evidence.
• Use your To do listEverything that needs you, most urgent first: deadlines, expiring documents and next steps.

Audit

• Plan the weeks before your auditAdd your audit dates and CareHelm plans each week back from them.
• Draft your portal self-assessmentBuild draft answers for Part 2 of your NDIS Commission portal application, then copy them in.
• Export your audit packOne ZIP for your auditor with your policies, an evidence index, your evidence files and staff sign-off.

Account

• Check your plan and loginsSee which plan you are on, what it includes and how many logins you use.
• Download all your dataOne ZIP with your records as CSV files, the files you uploaded and your policies as PDF.