Features & benefits
A comprehensive client management solution
A one stop shop for managing your participant data, collating all key activities and documents in a secure file that can be managed via our detailed permissions settings. Establish a record of your contacts with our custom field and alert generation, links to their relationships and networks, external file upload and storage, form integration, and engagement management. Track your leads from enquiry through to onboarding with our opportunity management and reporting, further complemented through projects and tasks and automated alerts/reminders for all workflow management.
No manual paperwork – no problem.
A cloud-based solution ensures your staff can capture their case notes with ease with talk2text and save functions throughout their shift. As well as digital form integration, goal and objective management, incident management reporting, allowance and KM claiming all in a structured portal designed to increase utilisation and streamline processing of shift outcomes. Providing your mobile workforce with an intelligent interface that strengthens productivity, giving you real-time updates to create automated timesheet and claiming approvals as well as robust reports for analytics and reviews.
Increase productivity and process improvement
Auto integration of your participants schedule of support from their engagement into rostering and timesheets assists your management team with controlling costs and auto invoice generation. Bulk publish rosters as well as manage assets and availability with multiple system generated validations. An efficient flow of data from rosters, shifts, timesheets, and claiming ensuring a continuation of all business systems and teams. Your field workers benefit from a specifically designed portal for them to check in and out, update case notes, complete task checklists and embedded digital forms, as well as allowance claiming, and goal and objective tracking. Connecting a versatile workforce in a central place.
A user friendly experience for participants
Just like you, clients love being able to see everything in one place. Share real-time information with your participants, their representatives and families with an easy to access client portal so you can work on their goals and outcomes together. Along with automated monthly budget reports and system generated emails for invoice review and approval – your participants no longer have to search for this information manually. With budgets, goals and objectives, and rosters accessible on their desktop, tablet or mobile.
Easy check-in and out with the click of a button. Access your participants information and alerts all in one screen.
Save as you go, making it easy to capture your case notes in real time, with the option to type or utilise Talk2Text on your mobile for extra ease and efficiency.
Digital form integration makes day to day paperwork effortless with access to a variety of forms directly on your phone or laptop.
Record the great progress your participants are making by running goals and objective sessions providing parents, guardians and representatives with the most up-to-date outcomes.
Deliver prompt updates to your management team to immediately review and investigate any incidents with our incident management system.
Tick off and complete your shift tasks to efficiently meet shift expectations and outcomes, as well as track KMs travelled and submit your allowances for approval immediately.