Know Your NDIS Client Management Software and How It Is Used
As an NDIS service provider, one of your main responsibilities is make sure that your workforce, cashflow, and overheads are effectively managed to meet the compliance and price expectations of the National Disability Insurance Scheme. At the same time, you must take measures to remain competitive in a saturated and regulated services industry. An NDIS client management software can help you fulfil all those requirements, regardless of the size of your organisation. It will eliminate the need to maintain multiple spreadsheets, documents, and databases by putting everything you need in one place. This way, you can have more control over client management and improve the quality of your services.
In general, a client management system is meant to enhance operational efficiencies. When applied to NDIS client management, it should simplify the way you manage all kinds of information about participants, including notes, contact details, incidents, and plan information. It should also cover timesheets and rostering. That way, the NDIS client management software can reduce your administrative work and overhead costs, while making sure that every client is properly served.
For versatility, consider looking into a cloud-based case management software that can be tailored for NDIS client management. It’s a tool that can simplify the way you oversee claims and invoices, and simplify reporting. With that software, you could have a centralised platform where you can find and access all relevant information essential for tracking participant goals and outcomes. A cloud-based software also allows easy access from mobile devices, so you and your team can work from anywhere and anytime.
With the NDIS client management software, it is easier to keep your accounting, client files, invoices, claims, and billing up-to-date. Here is an overview of how to use it:
Drag and drop documents – Do you need to update a client file? Save new documents, including emails and their attachments by dragging and dropping them into the select file.
Integrate with your accounting system – The software automatically synchronises payments and invoices between it and your accounting software to minimise double data entry and administrative costs.
Workcover and Medicare integration – Link the NDIS client management software directly to the insurance providers’ claims portal to speed up the claims process and simplify the financial reporting. Invoices can also be exported electronically to WorkCover’s system.
Keep all business contacts in one place – The software’s CRM feature lets you store and manage all contacts, and share them with your colleagues. It can be integrated with your calendaring tools to simplify appointment tracking.