Private and Brokerage

Does everything you need

Our Private and Brokerage package gives you the power to immediately respond to service requests for both private customers and or brokerage organisations. You can schedule your Support Workers, increase the customer’s experience and generate invoices on demand – keeping your business profitable.

 

More about our features

Share your knowledge and best practice with fee uploading of policies, procedures and support your team’s learning. You can upload industry articles, medical manuals everything you need to stay in compliant or build best practice.

Manage important employee information including WWC, resumes, contact details, tax, and bank details. This feature allows you to capture potential talent and ensure they are compliant before they are on the road.

Manage your service users with ease and record your customer’s details, stakeholders, file uploads such as plans, forms and important customer medical information.

Allows you to record, assign incidents, complaints, positive customer feedback ratings, imperative for customer experience outcomes and is made easy through using your mobile whilst on the road

Using our finance features you can calculate weekly financials on a 7-day cycle. Look to the future via forecasts, reconcile invoices, prepare payroll, send invoices and manage your business cashflow with ease.

Capture all brokerage and supplier details. Importantly, those you need to bill and keep records for. This feature can be used for Aged Care brokers, NDIS plan managers so you can invoice freely and track receipts.

Searches available support workers via skills, experience, location and availability. Save on travel costs and convenience. Keeps your Support Workers organised and on time every time. Determines the quickest route and track the mileage and reimburse your Support Workers.

Records all assigned care appointments for Individual Support Workers with daily, weekly views keeps your team up to date whilst on the road. Allows support workers to lock in their availability.

Keeps you in control

Nags

From individual to NAGS groups, nothing slips through what you need to complete, assign or reminder yourself and keep your business running optimally.

Customisable Checklists

Checklists allows you to set the process clear that everyone needs to follow. From finance to on-boarding new employees, you will always be compliant and minimise process faults.

Administration

Customise your settings, the way you operate your business. From templates, logo, pay, charge rates, checklists and document types, your business is covered.

Contact us

Getting the right software can save your care business valuable time, costs and support your employees from day one. Contact us today and learn how.

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