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Search clients, workers, shifts, notesβ¦
βK
Today's roster
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{{ t.worker }}No shifts scheduled today.
Compliance & readiness
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No compliance data yet β it builds as you add clients & documents.
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4
Needs attention
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You're all caught up.
Funding summary
HOURS THIS WEEK
412h
across 5 participants
BUDGET USED
$127k
of $303k allocated
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No funding data yet β add participants and plans to see budget usage.
Document status
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No documents yet β uploads and signatures will show here.
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Smart Match isn't active yet
Smart Match activates once you post shifts and add workers. As soon as there's a gap and people to fill it, your best-fit matches show up here.
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Personal care
Allied health
Community
Open gap
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No shifts scheduled β Post a shift to get started.
Shifts appear here as you or your workers schedule them. Once a shift is booked it shows on this roster.
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Post a shift and workers nearby can claim it
Pick a client, time and pay β I'll notify matched workers in your area
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PAY
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WHEN
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DISTANCE
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No shifts posted yet
Shifts you post appear here so nearby workers can claim them. Use βPost Shiftβ above to create your first one.
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No referrals in your pipeline yet
New referrals and leads land here so you can track each participant from first contact through to active service.
Open / offered
Assigned
Completed
ποΈ
Nothing scheduled yet
Plan reviews, cert expiries, invoice periods and agreement renewals show up here as soon as you have clients, workers and dates on file.
{{ lockIconEl }}You see only the AHP's name, discipline, report status and goals linked to your participants β not their other clients or clinical records.
{{ lockIconEl }}You see coordinator contact details and which of your participants they support β not their full caseload or other clients.
No coordinators yet
Support coordinators linked to your participants appear here with their contact details and shared clients.
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PHONE
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EMAIL
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PLAN REVIEWS
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AGREEMENTS
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YOUR SHARED PARTICIPANTS
ποΈ
No visits to review yet
Verified shifts from your workers will appear here. Once a worker submits a shift note, it lands in this queue for you to review and approve.
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No billable hours yet
Billable hours appear here as visits are approved. Each client's totals will be ready to download and file once shifts start clearing review.
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No compliance items yet
Worker certifications and screening will track here. As you add workers and their documents, expiries and gaps surface in this view.
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No incidents reported
Reportable incidents and the 24-hour notification workflow will appear here. Nothing needs your attention right now.
{{ shieldSmEl2 }}Access is driven by participant consent. Workers see shift info only. Coordinators see the full plan. Allied health sees goals and reports. You see your service scope.
No consent matrix yet
Participant consent settings appear here once clients are linked to your organisation.
No plan updates yet
Upload a new NDIS plan in AI File Drop to compare and apply changes to live records.
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No referrals yet
Incoming referrals show up here with the details you need to triage them β supports required, funding, documents and next steps.
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Fill once, sign, done
I pre-fill from the client's file β you just check it and they sign
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No service agreements yet
Service agreements you create and send appear here, filed to each client. Start one with βNew agreementβ above.
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