Features — the full MDS module map

Intake & Enquiries

Web form, email-to-CRM, phone log and referral inbox unified in one intake queue. Route by service type, region, urgency, funding source. Deduplication against existing participant records.

Typical use: LAC sends new referral → captured → triaged → assigned to service lead → SLA-tracked to first contact.

Participant Management

Unified participant record: NDIS number, plan (dates, funded supports, goals), guardians/nominees, cultural and communication preferences, primary supports, safety flags, and consent history.

Field-level security for sensitive data (guardianship, safety notes, medical). Restricted access by role.

Plans, Budgets & Service Agreements

Track plan periods, funded supports by category, budget draw-down against actual delivery, service agreements with signed evidence. Alerts before over-service or budget exhaustion.

Handles Support at Home, Home & Living, Core, Capital and Capacity Building supports.

Service Delivery Evidence

Progress notes tied to plan goals. Session logs. Attendance. Outcome measures. Incidents. Restrictive practices. All timestamped, all attributed, all audit-ready.

Field workers log via mobile-optimised portal or app; supervisors sign off; compliance owner reviews.

Compliance & Reporting

NDIS Practice Standards evidence packs, Restrictive Practices Register, Serious Incident Report drafting with linked participant records, worker screening currency tracking, complaints and feedback register.

Audit-ready: preparing for an NDIS Commission audit becomes hours, not weeks.

Communications & Participant Portal

Branded self-service portal on Microsoft Power Pages: participants view plan status, submit requests, upload documents, book supports. Family and nominees can be granted read-only or delegated access.

SMS + email workflows for appointment reminders, plan review notices, feedback requests.

AI-assisted intake & documents

Three AI features shipped from our aged-care and NFP practice:

• Voice-agent intake for after-hours calls — captures caller detail, service need, urgency; drops a record for morning triage.
• Smart enquiry form that pre-fills known data from participant history and remembers context.
• Document ingestion that turns plan PDFs, ACAT letters, ID docs into structured records.

Runs on Azure OpenAI, Australian datacentres.

Integrations

Microsoft-native: Outlook, Teams, SharePoint, Business Central, Power BI. Australian ecosystem: rostering tools, allied health platforms, accounting (Xero, MYOB), payroll, NDIS provider portals.

Custom integrations via Azure Logic Apps and Power Automate connectors.