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.