Overall Architecture
NDConnect allows Support Coordinators to administer their Clients, documents and case-notes quickly and easily whilst providing senior users the big-picture view for approvals, invoicing and analysis. Configuration & user on-boarding is typically carried out by a designated administrator - for bigger companies
Client Administration
NDIS Clients can be uploaded from Excel, created manually or onboarded via the Client Pipeline.
Comprehensive information is captured per Client with ongoing highlighting of plan and budget progress - plan expiry and budget to actual spend tracking
Invoicing
Invoicing is often a time-consuming process involving multiple re-keying and extensive use of Excel! Invoices can be generated using customized templates for third-parties (eg. Plan Managers) with your own logo and details.
Bulk extracts (CSV downloads) are supported for uploading into PRODA or Xero
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Support Coordinators can generate their own invoices from the system or have them generated by senior users.
Non-billable effort is easily captured and included on Support Coordinator invoices
Analytics & Dashboards
All data is aggregated into multiple views for senior users to review, extract or/and generate invoices. Dashboards show at a glance how your forecast spend across all Clients is tracking month by month - against approved case-notes
System Setup
Drop-down lists, document labels and other items are configurable by you with minimal/no support required. Getting you up and running is a matter of hours
Manage your users easily and securely. Assign Support Coordinators to Clients with appropriate access levels. One way password encryption and optional two-factor (2FA) authentication for increased security
Client Plans & Budgeting
NDIS Support Items are allocated to Client Plans and form the basis of case-noting and support coordination budget tracking. Whilst focussed on Support Coordination any NDIS Support Item can be assigned and tracked
NDIS prices can be refreshed at any time
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Maintain multiple Client Plans over time
Document Management
Client documents are uploaded by drag-drop, assigned one or more labels/tags for easy and speedy access and subsequent download
Case Notes
Adding case-notes needs to be quick, easy and painless. Support Coordinators can either use a form, maintain then import an Excel file or use their phones/tablets
Client Pipeline
Maintain a list of Clients, Referrers and standard NDIS process steps to successfully onboard new Clients.
When your onboarding process is complete, convert to an active Client with one button click