Features & benefits
Streamline your client management workflows
Synchronise your plan management workflow with automation that gives you visibility on your client data and opportunities to drive growth and additional value for your participants. Our intuitive platform helps you manage your client’s engagement with easy updating of their schedule of support and service agreement generation utilising our integrated digital signature functionality. Get peace of mind with access to your clients’ data and budgets all in one place.
Deliver faster claiming, payments and remittances
Get a step ahead with OCR to input your invoice data, direct claiming into PRODA, and autopayment of your providers. Reduce administration time as well as the need for ABA files and manual processing of your provider payments. As well as easy claiming of your monthly fees with recurring invoices and bulk approvals – with it all done for you in one system. This unique automation provides a streamlined user experience allowing you to onboard more participants and manage their plans without the hassle to manually process your payments.
Give meaningful insights to your participants
Give your participants the visibility they need to the most up-to-date information about their plans and claims with our automated monthly statements and client portal. Provide access to their families, support coordinators, and representatives as well through a click of a button. Giving them all the information they need so they can keep track of their claims and make informed decisions about their plans and budgets.
Save time synchronising your operations
We give you time back so you can focus on the work worth doing. Optimise your operations through our extensive and customised reports, projects and task management, and system generated notifications and alerts so you can keep track of what needs to be done and the status of your plans. These along with our integrated form builder, secure document management, and email marketing systems help you leverage opportunities and streamline processes to drive success for your business.
Staying up to date with new enquiries and referrals with website integration to your CRM. Keep track of any changes and updates creating timely responses to clients.
Onboard new participants with ease and efficiency with up-to-date NDIA price books to build out a schedule of support and streamline the signing of your service agreements utilising our inbuilt digital signatures.
View real-time updates on your projects and tasks, and alerts on plan status and changes to keep track of your participants progress.
Set recurring invoicing upfront for each of your engagements to autogenerate monthly fee invoices, bulk approve and process directly with NDIA via our API integration.
Reduce administration time with OCR to scan your invoices, extracting the relevant data and inputting it into the correct fields. More accuracy, fewer errors meaning fewer delays in getting claims processed.
No more writing cheques or transferring funds manually! Direct claiming and auto payment takes things one step further by automatically issuing payments to providers once a claim has been processed via API integration with PRODA.