Australian NDIS providers, aged-care operators, and health services manage some of the highest-stakes customer relationships in any sector. A missed referral means a patient waits longer. A late NDIS intake means a participant goes another week without support. A misfiled aged-care incident triggers an SIRS breach. Every interaction has consequences that generic CRM and accounting tools simply do not understand.
NDIS software — meaning the specialist platform plus the ERP it integrates with — runs the participant lifecycle end-to-end. Intake, plan allocation by support category, service-agreement creation, rostering, service booking, PRODA claim submission, payment reconciliation, and the SIRS incident workflow that runs alongside all of it. The specialist platform owns operational delivery; the ERP owns financial truth; integration keeps them in sync.
The right stack surfaces plan over-utilisation before plans are exhausted and turns SIRS reporting from a fire drill into an audit-ready workflow.
We integrate Lumary, Visibility, ShiftCare, ProCare, and the major hospital and aged-care platforms with Microsoft Dynamics 365 Business Central, NetSuite, Dynamics 365 Finance & Operations, and TechnologyOne. PRODA claiming runs end-to-end. SIRS workflows trigger 24-hour and 5-day notification paths automatically. Worker screening tracks credential expiry and blocks roster assignment when currency lapses.
Participant intake, plan allocation by support category, service-agreement creation, rostering, claim submission via PRODA, and payment reconciliation against unique reference numbers. Full audit trail for Commission review.
Real-time plan utilisation by category. Alerts at 60, 75, 90, 100%. Forecasting projects whether current patterns will exhaust the plan before review. Plan-end alerts trigger renewal at 60 days.
Capture at source on tablet or phone. Classification triggers 24-hour Category 1 or 5-day Category 2 notification paths. Evidence collection, escalation, and Commission notification with audit trail preserved.
NDIS Worker Screening, WWCC, first aid, CPR, mandatory training, professional registrations. Expiry alerts at 90, 60, 30 days. Roster systems block assignment when credentials lapse.
Aged Care Quality and Safety Commission standards. SIRS-AC workflows for residential and home care providers. Restrictive practices documentation, complaints handling, accreditation evidence.
Referral source tracking, automated acknowledgement, integration with the clinical system so referring GPs and specialists see status without calling. Account management for major referrers.
NDIS groups with multiple service streams (SIL, SDA, plan management, support coordination) often run as separate entities. Consolidation, intercompany eliminations, and segment reporting all in one ERP.
Lumary, Visibility, ShiftCare, ProCare, Carelink+, AutumnCare integration with the ERP. Operational data flows in, financial data flows out. No double-entry, no month-end reconciliation pain.
Single entity, focus on rostering, PRODA, and basic plan management. Light governance, fast time-to-value.
Typical stack: ShiftCare or Lumary + Xero or Business Central
Multi-entity, multiple service streams, formal SIRS workflows, plan utilisation forecasting, integrated rostering.
Typical stack: Lumary or Visibility + Business Central + Power Platform
National multi-entity consolidation, complex service mix, integration with clinical systems, advanced analytics, AI-augmented care coordination.
Typical stack: Lumary/Visibility + Dynamics 365 F&O or NetSuite + Copilot
Book a free 30-minute systems review. We’ll assess your current setup, identify compliance gaps, and outline a fixed-price implementation plan.