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’ goals and their expected outcomes.

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

• Create clients’ personalised NDIS budgets according to their care plans;
• Generate invoices to clients;
• Export reports to the PRODA portal;
• Integrate with third-party systems such as MYOB, Xero & TechOne for online payments.