The whole participant, on one record.
Every participant's plan, funding, agreements, goals, risks and money live in one profile, so coordinators can see the whole picture and resolve gaps before claiming.
Every participant on one register
Status, NDIS number, plan dates, funding type and readiness alerts at a glance, with filters for status and funding.
- Plan-managed, self-managed, NDIA-managed and mixed
- Readiness alerts on every row
- Filter by status and funding
Plans, budgets and live utilisation
Capture the NDIS plan and per-category budgets, then watch utilisation move as supports are delivered.
Budget pools · used
Plan ends 14 Mar 2027 · Plan-managed
Claim-ready by design
Service agreements, consent and finance status put claim readiness in view. Add custom agreement terms and choose the people involved before signing. Share selected goals on shifts and export a participant profile PDF for an authorised handover.
- Service agreements, custom terms and e-signature
- Goals, risks and preferences
- Profile PDF, documents, notes and audit trail
Alerts on this record
Everything in participants
- Complete participant profile PDF export
- Contacts with custom roles and relationships
- Custom terms in agreements sent for signing
- Participant goals shared per shift when selected
- Details, contacts and consent
- NDIS plan and funding type
- Service agreements and e-signature
- Budgets and utilisation
- Goals, risks and preferences
- Financial / claim readiness
- Linked shifts, tasks and incidents
- Documents and notes
- Full audit trail
- Status and alert badges
Bring your whole operation together.
Open a free early-access workspace and start with your real participants, workers and rosters. No card required.
For Australian NDIS providers · Primary customer data stored in Australia