Clients & Coordination

A timeline of every change.

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

What you get with Client history & audit trail.

Event-by-event history
See a clear timeline of what changed on a participant, not a black box.
Actor and timestamp
Every change shows who did it and when, so accountability is built in.
Nothing disappears silently
Key changes are preserved, so you can always show what happened.

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.

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

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.