Getting Started for Providers

Introduction

This guide helps Providers and Coordinators get started with MyConsumables. It explains the core features, daily workflows, and how you can support participants by managing orders, budgets, and shared access.

Before you start

• Active Provider or Coordinator account

• Stable Internet connection

• At least one participant registered, invited, or shared with you

Step 1: Understand Your Role

As a provider, your main purpose is to support participants by:

• Placing and managing orders on their behalf

• Creating and managing scheduled orders

• Updating participant details (balance, plans, suppliers)

• Monitoring alerts and taking action when needed

Most provider actions reflect in real time in the participant portal.

Step 2: Review the Dashboard

• The Dashboard is your landing page after login.

• Review key information such as:

  • Total participants managed

  • Orders requiring action

  • Participants with low stock

• Use dashboard shortcuts to navigate quickly to Orders or Scheduled Orders.

Step 3: Set Up Participant Management

• Go to Participant Management from the side menu.

• You can:

  • Register a new participant

  • Invite an NDIS / SAH participant

  • Accept shared participants from other providers

• Open a participant profile to manage their details and activity.

Step 4: Place and Manage Orders

• Use Marketplace to place orders for participants.

• Select the participant before adding products.

• Track and manage orders from Order Management.

• Mark orders as Received once delivered or collected.

Step 5: Use Scheduled Orders

• Create scheduled orders for recurring consumables.

• Edit, pause, skip, or cancel scheduled orders as needed.

• Note that changing a participant’s primary supplier will pause scheduled orders.

Step 6: Manage Budgets and Plans

• Update participant NDIS / SAH balances (no approval required when provider-initiated).

• Approve participant-initiated balance or plan updates when applicable.

• Keep plan details accurate to avoid ordering issues.

Step 7: Monitor Notifications

• Review in-app notifications for:

  • Low stock alerts

  • Order updates

  • Participant updates

  • Approval requests

• Acting early helps prevent disruptions for participants.

Step 8: Use Insights and Reports

• Open Insights to review participant spending and trends.

• Set annual budgets to enable accurate calculations.

• Download insights as PDF reports for reviews or record keeping.

Step 9: Collaborate with Other Providers

• Use Provider Management to share participants with trusted providers.

• Track sent and received invitations.

• Manage shared participants collaboratively.

Tips / Best Practices

• Start each day with the Dashboard.

• Communicate changes with participants and shared providers.

• Use scheduled orders to reduce manual work.

• Review insights regularly to spot issues early.

Related Articles

• Dashboard Overview (Provider)

• Participant Management Overview (Provider)

• Order Management Overview (Provider)

• Provider FAQ

Feedback / Help Option

If you still need help, contact our support team via the Help Center.