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 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.
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.