Healthcare Provider Achieves NDIS Compliance in 6 Weeks
An NDIS service provider modernized their client management and achieved full regulatory compliance, dramatically reducing administrative burden while improving client outcomes.
100%
NDIS compliance
50%
Admin time saved
6 weeks
Implementation time
Client Background
This NDIS registered provider delivers disability support services across Victoria, supporting over 300 participants with a team of 120+ support workers. Managing NDIS plan budgets, service agreements, and compliance documentation was becoming increasingly complex as they grew, requiring a purpose-built solution.
The Challenges
Before implementing the solution, the client faced several critical business challenges
Manual tracking of NDIS plan budgets in spreadsheets
Paper-based service agreements and consent forms
Difficulty demonstrating compliance during audits
Support workers lacking access to client information in the field
Time-consuming invoice preparation and claims processing
No centralized view of participant progress and outcomes
Our Solution
We implemented Salesforce with custom objects and automations specifically designed for NDIS service delivery. The solution includes a mobile app for support workers, automated compliance tracking, and integration with NDIS pricing and billing requirements.
Key Components
- Salesforce platform with NDIS-specific customization
- Mobile app for support workers to log service delivery
- Automated NDIS plan budget tracking and alerts
- Digital service agreements and e-signature capability
- Compliance dashboard for audit preparation
- Integration with accounting system for billing
The Results
The rapid implementation delivered immediate benefits in compliance, efficiency, and service quality.
100% audit-ready documentation for NDIS compliance
50% reduction in administrative time for coordinators
Real-time visibility into plan budgets for all participants
Support workers access client information on mobile devices
Streamlined billing reducing invoice preparation by 60%
Improved participant outcomes tracking and reporting
""We went from drowning in spreadsheets to having complete visibility in just 6 weeks. Our audit went smoothly, our team loves the mobile app, and most importantly, we can focus more time on our participants.""
CEO
NDIS Service Provider
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