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MY CARE CRM
FEATURES
How the
My Care CRM
Will Help Your Organisation
Be Audit-Ready
Employee document tracking
Automatic updates to align with changes in NDIS regulations
Built-in tools to ensure adherence to NDIS Practice Standards and Quality Indicators
Automated recording of participant details, services provided, and financial transactions
Internal audit checklists to review compliance before external audits
Templates for consistent and accurate data entry
Pre-built templates for audit reports
ISO 27001 Certified
Detailed logs of all activities, including participant interactions and financial transactions
Clear audit trails to demonstrate compliance
Real-Time Compliance Monitoring
Dashboards to track key compliance metrics
Simplified reporting
Easy generation of comprehensive reports with just a few clicks
State-of-the-art encryption to protect sensitive information
Role-based access to ensure only authorised personnel can view or edit data
Support for both verification and certification audits
Human Resources
Paperless onboarding
Onboarding includes all NDIS-required training modules
Detailed logs of all onboarding actions for compliance
Automatically verify and record certifications, qualifications, and training requirements
Employee integrations with MYOB and Xero
In-system guides to quickly familiarise staff with the My Care CRM's functions
Track staff acknowledgments of compliance policies directly in the CRM
Assign user roles based on staff responsibilities
Role-based dashboards to focus on relevant information and tasks
Foster communication among team members from day one with built-in messaging
Chatbots and helpdesk integration to assist users as they learn
Easily capture and store participant details, including support plans, goals, and preferences
Digital consent management to comply with NDIS regulations
Enable streamlined collection of participant needs and care preferences
Simplify migrating participant data from existing systems with Bulk Data Import
Send personalised greetings to staff and participants upon onboarding
Easy generation of comprehensive reports with just a few clicks
State-of-the-art encryption to protect sensitive information
Role-based access to ensure only authorized personnel can view or edit data
Communication
Compliance-focused communication with digital consent management and secure, encrypted communication
Aircall
integration
Real-time messaging capabilities that allow team members to coordinate effectively within the system
A participant portal where individuals and their families can access updates, care plans, and provide feedback
Centralised log that records and organises all interactions with your organisation, the participants and their families
Consent management tools to handle and track participant approvals in alignment with NDIS regulations
Automated notifications for appointments, tasks, and participant updates, keeping everyone informed without
manual effort
Rosters & Scheduling
Drag-and-drop roster creation
Instantly view staff availability and participant preferences to ensure optimal scheduling
Enable staff to request and manage shift swaps directly through the system, with automated approvals
Customise rosters to match the needs and preferences of NDIS participants for truly personalised care
Automated compliance checks ensure all rosters align with NDIS and Fair Work regulations before publishing
Integrated reminders and notifications: Send SMS, email, or in-app notifications for upcoming shifts, changes, or critical updates
Mobile app access allows staff and participants to view schedules, update availability, or request changes anytime, anywhere
Automatically flag and resolve double-booking or overlapping shift issues
Seamlessly manage schedules across multiple locations, accommodating varying time zones where needed
Quickly allocate shifts for last-minute absences or emergencies with an on-call roster system
Generate detailed reports on shift trends, labour costs, and roster efficiency
Integration with payroll systems: Link rosters with payroll for accurate wage calculations and streamlined payments
Billing & Invoicing
Automatically generate invoices that meet NDIS requirements, ensuring accuracy and compliance
Real-time payment tracking to monitor the status of claims and payments in real-time to stay on top of cash flow
Integrated plan management to link invoices directly to participant plans, budgets, and funding categories for seamless billing
Bulk invoicing that processes multiple invoices simultaneously, saving valuable time for larger organisations
Customisable templates allow your organisation to create professional invoices with your organisation's branding and custom fields
Submit claims directly to the NDIS portal with a single click
Send automated reminders for overdue payments or upcoming invoice deadlines via email or SMS
Ensure accurate GST calculations based on NDIS-specific rules
Offer convenient payment options through secure payment gateways
Quickly allocate shifts for last-minute absences or emergencies with an on-call roster system
Generate detailed financial reports to track revenue, billing trends, and participant funding balances
Mobile Phone App
iOS and Android mobile app available to download in app store
Staff and participants can view and manage their schedules on the go
Quickly access participant profiles, care plans, and notes from any mobile device
Receive push notifications providing instant updates for roster changes, appointment reminders, or important alerts
Staff can update their availability and accept shifts directly from their phones
Mobile-friendly rostering: Managers can create or adjust rosters in real-time, even when away from their desks
Staff and participants can upload photos, documents, or completed forms directly through the app
Geolocation check-ins: Enable staff to clock in and out of shifts using GPS, ensuring accurate time tracking
Access key information and complete tasks even without an internet connection, with automatic syncing once reconnected
Facilitate communication between staff, managers, and participants with encrypted in-app messaging
Incident reporting to allow staff to log incidents or concerns promptly and securely through the app
Tailor app access levels for different roles with customised permissions, ensuring security and compliance
Multilingual support to make the app accessible in multiple languages to cater to a diverse workforce and participant base
Data & Security
My Care CRM provides the highest inte
rnational standards for information security management, incorporating
ISO 27001
-certified security
End-to-end encryption ensures sensitive data is encrypted during transmission and at rest to maintain privacy and security
All data is hosted within Australian servers to comply with local data sovereignty laws
Customise access levels based on user roles, ensuring only authorised personnel can view or edit sensitive information
Automatic data backups that perform regular, automated backups to safeguard against data loss
Track user activity and system changes for greater transparency and compliance
Store participant and organisation documents in a protected and centralised digital vault
Detect and notify administrators of suspicious activity, such as unauthorised login attempts or data breaches
Two-factor authentication (2FA) for all users
Maintain detailed logs of all system activity to ensure transparency and accountability
Leverage ISO 27001-compliant procedures to quickly detect, respond to, and mitigate security breaches
Adhere to Australia's Privacy Act 1988 and other relevant data protection regulations
Stringent protocols for secure mobile access, including encryption and remote lock/wipe capabilities
Data Security Guarantee
Two-factor authentication (2FA)