Clients & Coordination

Billing details on the participant.

Hold each participant's billing and funding-management profile in one place.

What you get with Client billing profile.

Funding management type
Know whether a participant is agency, plan or self-managed, so billing is right every time.
Plan-manager details
Keep the plan manager's details on file, ready for invoices and claims.
Feeds invoicing and claims
The billing profile drives invoicing and claims, so you bill the correct party automatically.

1

Configure the records, patterns, and rules for how your operation actually runs.

2

Automation handles the routine and prepares the outputs, with your managers keeping the review gate.

3

Approve what matters, act on what's flagged, and keep the evidence organised for audits.

Participant records with the detail NDIS operations need.

Structured onboarding fields capture the participant information you rely on downstream.

Record a participant's representative and exactly what they're authorised to do.

Key changes to a participant are recorded with who did it and when.

Manage caseloads, log billable case notes, track budgets, and run goals, tasks and referrals.

Budget burn rolls up funded amounts, consumed (billable) work, and what remains per participant.