Features & benefits
Helping you meet the needs of participants
Appointment setting and day-to-day management of your time no longer has to be cumbersome. Keep on top of your daily projects, tasks and invoices through the ease of our time tracking software. Creating a simple and intuitive process to track your billable and non-billable time, budgets, and goal progression of your participants.
Manage clients, appointments and billing
From enquiry through onboarding and managing your participants specialised support, collate all important data in one place. Our time-based project and tasks tool allows you to track your projects and outcomes in real-time, so you can always be on top of your workload. As well as autogenerate your invoices for processing and claims, giving you opportunity to manage all your workflows with an easy to use solution.
Streamline workflows and how you capture data
Digital forms should be more than just a way to collect data. They’re an opportunity to engage and connect with clients. It’s easy to build effective, user-friendly forms that will help you gather the information you need whilst also creating a positive experience for your users. With a wide range of question and response types, from simple text fields to checkboxes, drop-down menus, radio buttons, sliders, and custom colour palettes our software makes it easy to create, source, and capture participant information.
Share insights through our client portal.
Give your participant and their families access to an informative dashboard designed to give them the insights into how they are tracking for both their goals and objectives, as well as their support budgets. A monthly client budget report is also sent automatically at the start of each month to assist participants with understanding their budgets and alleviating concerns.
Manage your client profiles, engagements, and plans with time-based projects for budgeting as well as recording outcomes, with system generated reminders to help you keep track.
Save as you go, track your billable and non-billable hours alongside your activities and case notes, streamlining your day-to-day interactions and outcomes.
Flexible scheduling gives you the control and freedom to check in to dynamic sessions on the go with integration for timesheets and invoicing.
As you deliver your specialized supports, have an intuitive suite of tools at your fingertips to record notes and outcomes with a few simple clicks.
Record the great progress your participants are making with our goals and objectives system, tracking immediate outcomes to providing parents, guardians and representatives the most up-to-date feedback.
Instantly generate reports to deliver insights on your participant outcomes and managing allocation of hours across each of your plans and services.