Manage
Staff
Staff Profiles: details for payroll & compliance
Track billable and non-billable hours
Simple Case Note management – tool to accept and decline Case Notes
Team document storage
Assign staff to teams
Assign staff to admin roles
Assign staff to their clients
Manage
Clients
Client Database
Client Profiles
Client Documentation
Client Preferences
Client Risk Management Assessments
Client Feedback & Complaints
Client Budget Management
Invoicing/ NDIS Bulk Billing
Extractable Excel billing spreadsheets for direct upload to the NDIS portal (bulk billing)
Extractable Excel billing spreadsheets for Plan & self managed clients – upload to accounting software like Xero
All SC Case Notes link to invoicing/billing data
Client Preferences
Ability to manage subcontractors and/or employees
NDIS
Commision complaint
Incident reporting management system
Complaints reporting
Conflict of interest reporting
Risk Management forms and database
Case
Noting
Log Case Notes for each client
EASY- Case Note from PC or App on phone
Case Notes linked to NDIS price catalogue payment lines
Case Notes detract from service lines so you can keep up to date with service hours left
Downloadable Case Notes