Track funding by budgets, hours, and appointments
Enhance your client's funding utilisation with these key tracking features:
Watch demoIntuitive Case Alerts
Beneficial for NDIS providers, Case Alerts streamline the management of service agreement funding, freeing up time to focus on client services and allowing proactive planning based on expiry notifications.
The feature offers customisable case expiry notifications, providing timely alerts before expiration, and utilisation notifications, allowing alerts for specified levels of case utilisation.
Enhance efficiency by ensuring real-time responsiveness to case developments, contributing to a more streamlined workflow for providers.
Precisely monitor allocated and invoiced billable activities
Effectively manage face-to-face and non-face-to-face activities by capturing all billable elements, including services and provider travel.
Access a detailed cases report to stay informed about approaching end dates for Medicare and NDIS plans. Plus, effortlessly export a comprehensive case history for a client into a polished PDF document.
