Manage your Microsoft Dynamics Solution and focus on clients, improve communications, deliver on new financial reporting requirements.
Due to the rollout of NDIS, the disability services landscape is changing:
NDIS CRM enables you to work with enquiries, clients and carers, perform assessments, manage medications, create service plans, schedule services and make service bookings.
Enter data quickly and easily – via Outlook, Web and your choice of mobile device.
Place calls, send email and record clinical notes.
Check the disabilities, support needs, recent assessments and incidents of a client.
Explore the resource planning, budget planning, time tracking, approval and invoicing manager features.
Integrate with self service portals; document management systems like Laserfiche; finance systems like Sage, Exo and Xero.