Record a participant's representative and exactly what they're authorised to do.
Record who acts for a participant and how they're related, in one clear place.
Capture exactly what a representative is authorised to do, so the right person signs and is informed.
Consent flows through to agreements and communications, so authority is always respected.
Plenty of participants have a guardian, nominee or family member acting for them, and the risk is always the same: the wrong person signs an agreement, or information goes to someone who was never authorised to receive it. When who-can-do-what lives in old emails and memory, it does not survive a staff change, and it does not stand up when someone asks you to show the authority behind a decision.
Choose the representative type from a defined list, including guardian, plan nominee, correspondence nominee, parent, family member, carer, power of attorney, support coordinator and advocate, then record their name, relationship and contact details.
Four explicit permissions are recorded on the profile: sign service agreements, make service decisions, receive client information and receive invoices, plus consent to contact the representative. Every one of them starts switched off.
The participant's preferred contact method can be set to their guardian or representative, and notes capture anything staff should know before reaching out.
The representative's name, relationship, phone and email populate service agreement templates automatically, so the authorised person appears on the paperwork without retyping.
Pick from guardian, plan nominee, correspondence nominee, parent, family member, carer, power of attorney, support coordinator, advocate or other, so records stay consistent across the team.
Signing agreements, making service decisions, receiving client information and receiving invoices are each recorded as a separate yes or no.
Phone, email and address are held with the representative, alongside a consent-to-contact setting.
Representative details are available as merge fields in service agreement templates, so generated agreements name the right person.
Mark the representative as the participant's primary contact person and keep nuance in a dedicated notes field.
Every representative permission starts switched off, so authority on the record is always a deliberate decision someone made, not a default nobody noticed.
Updating representative details or permissions writes an event to the participant's history, with who made the change and when.
Setting the preferred contact method to the representative tells everyone who to call, before a well-meaning direct contact causes a problem.
Guardian, plan nominee, correspondence nominee, parent, family member, carer, power of attorney, support coordinator, advocate, or other. The type sits alongside the person's relationship and contact details.
Whether the representative can sign service agreements, make service decisions, receive client information and receive invoices, plus whether you have consent to contact them. Each is a separate setting.
No. Everything starts switched off, so the record only ever shows authority someone deliberately granted.
Yes. Name, relationship, phone and email are available as automatic fields in agreement templates, so generated agreements name the authorised person without retyping.
The profile holds one representative in full detail, with a primary marker and a notes field for additional contacts and context. The emergency contact is recorded separately.
Participant records with the detail NDIS operations need.
Clients & CoordinationCreate the participant record once, properly: identity and NDIS number, contact and communication preferences, the people around them, plan management, and the rostering model that matches how they receive support. Everything downstream draws on it.
Clients & CoordinationEvery 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, and BondiByte checks it is complete before an invoice can be sent.
Clients & CoordinationKey changes to a participant are recorded with who did it and when.
Clients & CoordinationThe whole coordination job in one workspace: the caseload, billable case notes, plan budgets, goals, tasks, referrals, reports and claims, with a clear record of who did what for every participant.
Clients & CoordinationBudget burn rolls up funded amounts, consumed (billable) work, and what remains per participant.
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