Support plans, goal tracking, service agreements and consent forms, linked to each participant's profile. Create reusable templates, send secure share links for external signing, and keep a full action audit trail of every change and signature.
Build structured support plans per participant with version history.
Track participant goals and progress over time.
Create, send via secure share link, and manage signed service agreements.
Build templates, send secure links for signing, and store completed consents.
Central profile for each participant your service supports.
Send service agreements and consent forms via a secure share link. Participants or their representatives can review and sign without needing a login.
Every create, edit, share and signature is logged with timestamps and the person responsible — ready for internal review or NDIS audits.
Build consent and service agreement templates once, then reuse them across participants while still keeping individual records and version history.
Support plans, goals, agreements and consents all live against the participant’s profile so nothing is scattered across folders or email threads.
Support plans, goals, consent forms and service agreements all version-track changes. Every action — including external signatures via secure share link — is recorded in a full audit trail so you can show exactly what happened and when.
Yes. You can send a secure share link so the participant or their representative can review and sign without needing to log into the system.
Yes. Every action — including when a secure link was sent, when it was viewed, and when it was signed — is recorded in a full audit trail with timestamps.
Yes. You can build reusable templates for consent forms and service agreements, then generate individual versions for each participant while retaining full version history.
Yes. Changes to support plans and goal tracking are versioned so you can see exactly what changed and when.
Access is controlled through the permission system. You decide which staff members can view or edit each participant’s plans, agreements and consents.
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