The Challenge
Client onboarding, therapy scheduling, case notes, service agreements and invoicing were spread across spreadsheets, manual records and disconnected tools. Therapists selected service codes and tracked travel time by hand, and nobody had real-time visibility of participant budgets across funding categories.
Therapists choosing NDIS service codes by hand.
Incorrect coding causing payment delays and rework.
No live view of funding consumed per participant.
Self, plan and NDIA management each billed differently.
Approach & Solution
Key Features
Internal service names mapped to official codes.
Funding consumption visible before over-claiming happens.
Funding-type rules applied across invoice runs.
Templates with search and automated summarisation.
Product Showcase
Final Outcome
Therapists work from agreements already aligned to each participant's plan, claims go out with the right codes and rates, and budget consumption becomes visible before a limit is reached rather than after it is breached.
