Everything you need to manage the participant journey, in one connected platform.

Seamless participant onboarding

• Digital participant onboarding
• Service Agreement Builder
• Automatic participant data population
• Secure document storage
• Centralised participant records
• Less duplicate data entry

Everything to manage every participant

• Representatives and emergency contacts
• Consent tracking
• Participant documents
• Activity and history
• Secure notes and reports
• Funding information

Funding and budget tracking made simple

• Plan managed, self managed, or agency managed
• Total plan budget on the service agreement
• Funded line items with their own budgets
• Budget used and remaining across the coordination caseload
• Over-budget and near-limit flags
• Plan end dates and review reminders

Connected support coordination

• Support coordination caseload
• Coordination records
• Coordination claims
• Operational visibility
• Connected documentation

Participant onboarding

Create the record once, properly. Every field captured up front is a rostering question, an unsendable invoice or a blank agreement you never have to chase later.

• NDIS numbers validated as you type, and addable later if not yet confirmed
• Contact and communication preferences staff actually see, including best time to call
• Representative or guardian plus an emergency contact, with after-hours clarity
• Plan management type, plan manager, support coordinator and LAC on the record
• Site-based rostering or a standalone community roster, matched to how support is delivered
• The first history event is written at creation, and every later change is recorded

Representatives & consent

Record who acts for a participant and exactly what they are authorised to do, so the right person signs and the right person is informed.

• Defined representative types: guardian, plan nominee, parent, carer, power of attorney and more
• Four explicit permissions: sign agreements, make decisions, receive information, receive invoices
• Every permission starts switched off, so recorded authority is always a deliberate decision
• Representative details flow into service agreement templates automatically
• Changes to details or permissions are logged in the participant's history

Billing profile

Every participant pays differently: agency managed, plan managed or self managed. The billing profile holds who pays, where the invoice goes and how it should arrive.

• Plan Managed, Self Managed or NDIA Managed, recorded once and used everywhere
• Plan manager organisation, contact, email, phone and ABN ready for invoices
• Billing address, attention-to line and a delivery preference per participant
• Invoices cannot be sent until the profile holds what its management type requires
• The validation names each missing detail, not just "incomplete"

History & audit trail

When someone asks who changed a participant's details and when, the answer is a timeline, not a shrug.

• Profile, status, billing, documents, agreements and coordinator changes captured automatically
• Every event names the person who made the change and the time it happened
• Searchable, so the moment you need is a query away rather than a scroll
• Coordinator assigned, changed and removed events name who replaced whom
• History follows the same access rules as the record itself

Client Intelligence

A governed AI summary of a participant's recent shift and incident reports, for when you need the shape of a period without reading every entry.

• Generate a summary for the last 7, 14, 30 or 90 days, or a custom date range
• Choose the sources yourself: shift reports, incident reports, or both
• Add an optional focus note of up to 500 characters to steer what the summary looks for
• A period with no matching reports is refused with a clear message, not guessed at
• Client Intelligence is one of the AI-assisted capabilities your organisation turns on, and it stays off until you do