Selecting an NDIS CRM Software: Everything You Need to Know

Almost 450,000 people with disabilities participate in the NDIS as of March 2021. As an NDIS provider, you know the benefits and the challenges of being part of this system.

Are you looking for ways to improve your client services and help your business grow?

NDIS CRM software provides many features that will benefit your clients, your staff, and your business. Find out more about the features to look for to be sure you’re getting the best software system for your needs.

What Is CRM Software?

Customer relationship management (CRM) software helps organizations better organize and access customer data. The platform connects different departments and organizes their documentation into one integrated system. Every user has access to client data in real time.

CRM software facilitates collaboration across teams and departments.

A strong CRM strategy lets you build personal connections with clients. You can identify their needs and give them personalized services. You provide better services and can build better relationships with your customers.

Why Choose an NDIS CRM Software?

A traditional CRM software solution doesn’t cover everything you need for the National Disability Insurance Scheme (NDIS). A comprehensive solution for the NDIS usually needs features in several major areas:

  • Client management that conforms to regulations from the National Disability Insurance Agency (NDIA)
  • Scheduling and timesheets
  • Budgeting and accounting for both self-managed and plan-managed clients
  • Business intelligence reporting

You need a system that accommodates NDIA-specific tasks like bulk claiming. The software solution you choose must comply with NDIS and NDIA regulations.

Key Features of an NDIS CRM Software

More and more Australian software vendors are offering an NDIS CRM software solution. When you compare software products, you should consider several key features. Here are some categories to look for with highlighted features that deserve to be on your must-have list.

Participant Management

The foundation of your CRM software is NDIS participant management. These features help you build business relationships with your clients. You can create steady revenue for your organization under NDIS.

The participant management module should include several important items. You need data collection forms that comply with NDIA regulations. Service agreement management and incident management are other features to look for.

Highlight: Progress Notes

A critical function within your participant management is a progress notes feature. Progress notes integrated in the software let you comply with the NDIS as a caregiver. This integration also helps your clients achieve their goals.

Each participant has a care plan under the NDIS. You must track the participant’s progress toward their care goals.

An NDIS CRM software saves your clients’ progress notes in a digital central location. All caregivers can add notes and update files from any location. If a client has more than one caregiver, they can easily collaborate to deliver the best possible services.

Staff Roster Scheduling

NDIS plan management software should let you easily create rosters and make adjustments as necessary. It should help you handle tasks like checking staff availability, shift swaps, and clocking in and out.

A self-service portal for your employees lets them submit time off and leave requests. You can view these requests and approve or decline them.

Highlight: Advanced Scheduling Functions

Mistakes in your rosters can cause service gaps or double-bookings. This creates stress for caregivers and clients. It gives your business an unprofessional appearance.

Look for NDIS plan management software that offers multiple capabilities to avoid these problems. Your staff should be able to block out unavailable periods directly in the system. Letting caregivers modify their availability and hours in the system avoids scheduling someone who isn’t actually available.

You can create group rosters to have multiple staff on one shift when necessary. You can create a team for clients who prefer certain caregivers or need caregivers with certain qualifications.

Budgeting and Accounting

The right budgeting and accounting features help you increase efficiency and cut costs. You can reduce claim and billing time.

An NDIS software solution should let you review, print, or export NDIS statements. You want to see the data categorized by date, participant, NDIA cluster, or funding stream. Claims management as well as participant billing and invoicing are other important features.

Highlight: NDIS Bulk Claims

Automating the NDIS bulk claims process saves you time and money. Your staff don’t have to keep performing the same repetitive process over and over. Your cash flow is faster.

You can track payments that the NDIA is processing. This saves your staff from having to spend time following up on claims.

Highlight: NDIS Price Guide Integration

You have to stay up-to-date on price changes in the NDIS framework. Checking and implementing the guide manually is complex and time-consuming.

NDIS CRM software has the full price list loaded and available. It updates automatically. You can easily apply the categories and payments to each client’s billing situation.

Reporting and Analytics

CRM software gives you a single, centralized data repository for your reports. All users are working from the same information.

Business intelligence reporting gives you insights that can help you make better decisions. You can improve the performance of your business.

NDIS CRM software will generate compliance reports like your NDIS Service Breakdown reports. You can create reports for different programs, sites, and locations.

Choosing the Right NDIS CRM Software

NDIS CRM software is essential for NDIS providers. You and your staff will spend less time on administrative tasks. You’ll have more time with your clients.

NDIS plan management software from iinsight has the features and efficiency you want. Our robust CRM software gives you a centralized platform for NDIS plan management. The software is compatible with Windows or Apple for desktop or mobile.

Contact us today for a free demo and your free 14-day trial. Start improving your NDIS plan management today.