Solutions

Client Onboarding

Manage clients from the first call, through assessments, care plans, budgets and contracts.

Client Onboarding Enquiry Dashboard
Client Onboarding Enquiry Card

Client Onboarding

Enquiries Dashboard

Track new enquiries, assign to staff members, book visits and manage contacts.

Client Onboarding

Home Care Budgeting

Easily enter in income streams, expenses and budget for home care services.
Client Onboarding Home Care Budget
Client Onboarding Budget Summary
Aged Care Plan Generator

Client Onboarding

Care Plan & 
Assessment Tools

Use our Digital Form Builder to create your own assessments, care plans and any other documents. 
Can be tailored to your needs and completed online or downloaded to PDF.

Client Onboarding

Document Management

Store and track documents, contracts, care plans and add review dates.

Client Onboarding Document Management for Aged Care
Aged Care Document Editing
Aged Care Progress Notes

Client Onboarding

Notes

Store notes against each care recipient and against their contacts.

Client Onboarding

Full Role Management
& Activity Log

Fully tiered access. Give edit, delete and view abilities to any staff member for any of the pages or tools. Every action is logged against the team member so you easily review any changes made to notes, budgets, care plans etc.,
Aged Care Role Management

Our Solutions

Check Out All Our Solutions

Client Management

Client Management

• Billing & Statements
• Subsidy Calculations
• Online Claiming
• Deposit Management

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Employee Managment

Employee Management

• Rostering
• Payroll & STP
• Time & Attendance
• Employee Portal

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Aged Care Financial Management

Financial & Asset Management

• General Ledger
• AP/Purchasing
• GST/BAS
• Quarterly Financial Reporting
• Asset Register

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Community Care

Compliance Reporting

• Care Minutes Reporting
• QFR Reporting functions
• ACFR, QFR, WGEA
and AN-ACC reporting

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Community Care

HomeCare

• Time & Attendance
• Staff Rostering
• Employee Self Service (ESS)

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Sales & Client Onboarding

Client Onboarding

• Enquiry Management
• Budgeting & Financial Planning
• Care Plans & Assessments

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