Cloud-Based 100% Paperless

Run your entire organisation
in the cloud

Every document your NDIS organisation needs — support plans, progress notes, incident reports, HR policies, training records — all accessible from anywhere, anytime. No paper. No filing cabinets. No lost documents.

Support Plans Progress Notes Incident Reports HR Policies Training Records Timesheets Consent Forms Case Notes

Everything built in. Nothing to bolt on.

My Care CRM includes every document type your NDIS organisation needs. Create, manage, sign, and store — all in one place.

Participant Documentation

Complete care documentation for every participant, accessible by authorised staff from any device.

Support Plans Progress Notes Participant Goals Schedule of Supports Consent Forms

Case Management

Daily records, incident documentation, and ongoing case notes — all linked to participant profiles.

Case Notes Incident Reports Risk Assessments Behaviour Support Plans Meeting Minutes

Clinical Records

Medication management, meal plans, and health documentation with digital sign-off capabilities.

eMar (Medication Records) Meal Management Plans Medication Management Health Care Plans Dietary Requirements

HR Documentation

Complete employee documentation from onboarding to ongoing performance management.

Employment Contracts Employee Handbook HR Policies & Procedures Training Records Position Descriptions

Operations & Finance

Timesheets, invoicing, and operational documents — all generated automatically from your data.

Timesheets Invoices Service Agreements Travel Claims Expense Reports

Compliance & Safety

Emergency management, incident tracking, and compliance documentation for audit-readiness.

Emergency & Disaster Plans Incident Reports WHS Documentation Compliance Declarations Audit Records

Your office is wherever you are

Support workers in the field. Managers working from home. Coordinators visiting participants. Everyone accesses the same up-to-date information from any device.

Desktop, tablet, or mobile — full functionality on any device
Offline capable — the mobile app works without internet and syncs when connected
Real-time sync — changes made anywhere appear everywhere instantly
Role-based access — staff only see documents they're authorised to view
Secure authentication — protected access from any location

Desktop

Full admin access

Tablet

Ideal for field work

Mobile

My Care App

Offline

Syncs when online

Update and sign documents instantly

When policies change, agreements need updating, or new consents are required — regenerate documents with the latest information and send for electronic signature. No printing, scanning, or chasing paper.

Auto-populate participant and employee details from existing records
Multiple signers — participants, representatives, staff, and managers
Track status — see who's signed and who's pending
Auto-file — signed documents saved to the correct profile automatically
Expiry alerts — get notified before documents need renewal
1
Document needs updating — click "Regenerate"
2
My Care CRM pulls latest participant/employee data
3
Review and send for electronic signature
4
Signers receive email and sign on any device
5
Signed document auto-saved to correct profile

Every document you need, built in

From participant intake to employee offboarding, My Care CRM covers the entire document lifecycle.

Support Plans
Progress Notes
Incident Reports
Participant Goals
Schedule of Supports
Case Notes
eMar Records
HR Policies
Employee Handbook
Employment Contracts
Training Records
Emergency Plans
Timesheets
Invoices
Consent Forms
Meal Plans
Risk Assessments
Medication Mgmt

Benefits of cloud document management

Instant Access

Find any document in seconds. No more searching through filing cabinets or asking colleagues.

Audit Ready

Complete audit trails for every document. Know who viewed, edited, or signed at any time.

Secure Storage

Enterprise-grade encryption. Australian-hosted. Role-based access controls. Automatic backups.

Version Control

Track every change. Compare versions. Roll back if needed. Never lose important updates.

Save Hours Weekly

Eliminate manual filing, searching, and chasing signatures. Focus on participant care instead.

Team Collaboration

Everyone works from the same source of truth. No more outdated copies circulating via email.

Automated Workflows

Documents generated from data you've already entered. No duplicate entry. No copy-paste errors.

Reduce Costs

No more paper, printing, scanning, or physical storage costs. Everything included in your subscription.

100%
Cloud-based access
0
Paper documents needed
24/7
Document availability
256
Bit AES encryption

Ready to go paperless?

See how My Care CRM can eliminate paper from your NDIS organisation and give your team secure access to every document from anywhere.