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
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
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
Manage
Clients
- Client Database
- Client Profiles
- Client Documentation
- Client Preferences
- Client Risk Management Assessments
- Client Feedback & Complaints
- Client Budget Management