Client Management

  • Store and manage all your clients’ information – including forms, notes, and correspondence;
  • Keep track of clients’ individual journeys by creating progress notes;
  • Create care plans to meet clients’ needs and goals.

Staff Management

  • Easily assign workers to clients;
  • Manage workers rosters – keep track of working hours, mileage and extra expenses on the job;
  • Maintain certifications and accreditations – be alerted for expiring police checks and first aid certifications.

Finance & Compliance

  • Save hours of work with the reports feature;
  • Generate and export HCP Statements & DEX Reports from our client management data;
  • Integrate with third-party systems such as MYOB, Xero & TechOne for online payments.