Less Complexity, More Client Focus
We realised that by making each step in the client management process a little bit easier, we could give you more opportunities to focus on your clients. So that’s what we did.
Welcome to Stress-Free Client Management
We think simple is best – and we’re sure you agree. That’s why we reduce the time, effort and overwhelm involved in managing client care, with simple workflows that make admin tasks faster and more efficient.
Instantly track activity and performance, automate claims and approval management, and create invoices and reports in a single click – all from one platform you can access from anywhere.
Every Feature You Need to Simplify Care Management
Track insights, funding, plans, activities and interactions for participants and support teams.
Search and book relevant service providers, and share preferred suppliers with your team.
Automatically generate invoices and send instant statements for activities, charges, or plan financials.
Store, access and share participant resources and communications from a central database.
Monitor, manage, and report on participants’ support and goals.
View participants, funding, plan due dates, and staff performance, and use data to improve.
Receive auto-reminders for key dates such as plan reviews.
Instantly create service agreements with a single click.
Create NDIS bulk upload files instantly with one click and support your claims reconciliation process.
Ensure compliance with NDIS audit requirements and access chronological insights on participants for easier monitoring.
Store and access employee records, company details and communication in one place.
Capture billable hours for multiple participants with simple notes integration.