This is a guide to using some of the basic features of Rataora.


Getting invited

Before you can log in to Rataora, you will need to be invited by an existing user. When you are invited you will receive an email with a link in it that takes you to a page to set up your user account (password).

Logging in

Access Rataora from the log in page at https://go.rataora.com using your email address and password you previously set. (Forgot password?)

A successful log in drops you on the Dashboard where you can see an overview of your working week.

Create a case

  1. Select the ‘New Referral’ button on the left menu of the Dashboard, or from the Case menu select ‘New Case’.

  2. Complete the Referral form and hit ‘Finish’. (Leave fields blank that don’t have details for).

Rataora automatically creates the case for you. (See A Case for a walk through of the case page).

Make an appointment

Appointments are made from either of two places:

  1. The Case page - click the ‘Add’ button then select ‘Session’
  2. The Calendar – select ‘New Appointment’

Complete the details as appropriate. (See How do I add an appointment? for more).


Add a task

  1. From the Case page click the cog icon (⚙️) next to the Management Plan and Action Steps heading

  2. Select 'Add'

  3. Write an appropriate description for the task e.g. phone parents for family meeting

  4. Add a due date

  5. Assign the task to the appropriate clinician

  6. Leave completed unchecked

  7. Hit ‘Save’


This new task will show on the Case page. It will also show on the Tasks page for the clinician it was assigned to and on their Dashboard if it is due during this working week.

Add case notes

From the Case page select ‘Add’, then ‘Note’.  Complete the details and click ‘Save’.

See Add a Case Note for a description on the different types of notes.

Edit client details

You can access your contact/client’s details in two ways:

  1. From the Contacts page:
    • select your contact
    • click 'Edit' in the top left menu
    • make the changes/additions
    • 'Save'
  2. From the Case page
    1. hover your mouse pointer over the Contact's name
    2. select 'Go to Contacts page'
    3. click 'Edit' in the top left menu
    4. make the changes/additions
    5. 'Save'


Access information from the CaseStream

See Access Case Data.


Complete a session

To mark a session as attended or unattended:

  1. access the session from the CaseStream
  2. click on the info block
  3. click the appropriate option: Attended/Unattended


Getting help

The Rataora help centre is your first stop for any queries. From the top Help menu select either:

  • Go to the Help Centre, or
  • Request support - email support with your query or feedback


For details on using more of the features in Rataora, go to help.rataora.com