Key Considerations of Aged Care CRM for NDIS Providers

Technology continues to impact daily lives, including several major industries. That said, the healthcare sector in Australia is no different. Customer Relationship Management or CRM tools have significantly helped NDIS providers improve relationships among customers and streamline operations. But what makes it an effective tool?

If you’re a provider looking for aged care CRM, here are a few considerations that you need to keep in mind.

Unique Needs of Aged Care NDIS Providers

Aged care NDIS providers should be able to meet several requirements to continue operations and provide support. These include reporting, plan management, Support Independent Living (SIL) funding, and more.

While their job is rewarding, it comes with its challenges. Support workers and providers often face problems due to complex billing, participant tracking, audit readiness, and more.

That said, aged care software offers their operations multiple advantages. These tools are equipped with integrations to make the process more convenient for all parties involved. Learn the perks of this advancement and other key considerations in a software product below!

Must-Have CRM Features for NDIS Compliance

To operate effectively as an NDIS provider and ensure compliance, here are a few aged care CRM integrations to look out for.

NDIS Plan & Goal Tracking

In dealing with multiple participants in different locations, careful planning is non-negotiable. This is important to effectively manage participants, including their respective plans and progress.

Automated Billing & Claims Processing

Another helpful and key feature of NDIS software tools is processing the automated billing claims. Other invoicing features include a user-friendly dashboard that displays earmarked billings. Additional integrations include intuitive checkboxes and multiple invoicing lines that can be selected individually or in bulk. Moreover, providers can set due dates to ensure that participants never miss a statement.

Real-Time Reporting & Audit Logs

NDIS software tools boast a wide selection of features that make the process more convenient and streamlined for providers, support workers, and participants. A good example of this is its real-time reporting and audit logs for providers.

Basically, it’s equipped to tackle several administrative tasks, including:

• Rostering
• Billing and invoicing
• Award interpretation
• Case notes
• Incident reports
• Reporting

Client & Care Worker Management

Another must-have feature is the software’s scheduling calendar integrations. This gives providers a better perspective on their employed support workers and their assigned participants. The component lets executives efficiently manage team availability and optimise service delivery.

This way, it empowers clients and care workers by:

• Utilising a participant search box
• Specifying service organisation and type with automatically calculated costs
• Assign specific support worker(s)
• Enabling support worker browsing according to skillset, qualifications, and distance from the participant
• Unassigning workers and assigning them later to notify staff of available shifts

Secure Document Storage

Since NDIS is in the healthcare industry, it’s important that all information remains secure and confidential. Disability service providers for CRM guarantees that all NDIS-relayed documents are organised and safe. These include assessments, service agreements, and other participant information.

Integration with NDIS Systems

One of the main benefits of availing an aged care CRM software is integrating it with other NDIS systems and tools. Like in invoicing, providers can integrate the Xero tool to effectively put the invoices into the system and are marked as billed.

Moreover, CRM tools can automate claims, reduce manual errors, and speed up payments. And since most of the billing process is automated, all support workers need to do is input information into the software.

What makes these systems even better is that many of them come with pre-built NDIS integrations. With this, it is now considered as another key feature to watch out for, ensuring all your service needs are met.

Scalability & Customisation for Growing Providers

One way to grow your business is through scalability and customisation, especially if you’re a growing NDIS provider. As you continue to expand your business, your organisational needs also evolve. That said, having a CRM tool is flexible, and easily adaptable to changing NDIS rules. Software providers make sure that their products are also up to date with regulations.

Additionally, providers can choose from cloud-based and on-premise solutions. This would be based on your needs as an organisation, and consulting with a software provider would be beneficial. Their knowledge and expertise could guide you on which storage solution fits your institution better.

Apart from offering pre-built integrations, other service providers also have custom workflows for aged care CRM. This ensures that the different services (home care, residential, and SIL) have an optimised and seamless workflow, delivering better care.

Cost vs. Value: Choosing the Right CRM

With the growing number of NDIS providers, the software companies offering products and services aimed at improving service quality also grow. Today, multiple businesses offer different pricing plans and price points for providers. Some offer subscriptions, while others have one-time payment options. You just have to figure out which one fits your organisation best.

When it comes to expenses or business costs, hidden fees are something to watch out for. These hidden costs may include training, updates, and additional modules. Before subscribing or purchasing a software package, it’s important to read the fine print and discuss all matters with the tool provider.

As a business decision-maker, it’s vital that you consider ROI before investing in tools that improve your business. So, what makes CRM tools worth the money? It saves time, reduces human errors, and improves funding compliance.

Vendor Support & Training

When availing CRM products and services, vendors usually offer onboarding support and training. When you purchase their software, they also typically provide onboarding packages to cater to your business size and needs.

These trainings include software setup, education, configuration, and troubleshooting. Moreover, you’re also given account and help desk support information.

Their knowledge and expertise in the industry would also give providers better insights into using the tool more efficiently. As a provider, it is also important to ask software companies the necessary questions to ensure that they’re knowledgeable on their product and sector.

Avail Aged Care CRM from Care Master

Aged care CRM tools offer providers multiple benefits, improving their participant service delivery. Companies like Care Master make it easier for providers to complete and automate administrative tasks, assist support workers, and provide participants with an easy-to-use app.

From case note management to travel and vehicle management, and everything in between, we have the right tool for your growing organisation. Connect with our team today to deliver better care and optimise your workflows by requesting a demo today!

Frequently Asked Questions

If you’re a provider looking into these advanced care solutions, here are a few commonly asked questions you might have.

What is a CRM in NDIS?

Customer Relationship Management or CRM in NDIS are tools designed to improve the relationship between providers and participants. It stores participant data, support plans, and more so support workers can also deliver better care.

What is the best CRM system for NDIS?

Since the NDIS legislation was passed, several software providers have offered CRM systems. However, companies like Care Master offer tools with pre-built integrations to make the process more seamless across different platforms, making it one of the top systems.