Designed for NDIS Service Providers
Record all key information about NDIS Participants — contact details, assigned support teams or workers, Medicare number, NDIS number, relationships and much more.
Record all key information about each Participant's NDIS Plan — including plans for Plan Managed, Agency Managed and Self-managed Participants. Monitor and manage Plan budgets in real time.
Maintain an unlimited number of Support or File Notes. Record every interaction with a Participant in detail — including staff member, date, duration, NDIS item number and more.
Generate comprehensive export data with a single click, ready for upload to the NDIS Portal. Record payments quickly and easily. Ensure speedy, efficient reimbursements for services delivered.
Automatically generate and email invoices for plan-managed and self-managed Participants. Receipt payments directly into Foxtrot. Move financial data automatically into Xero or MYOB.
Manage supported accommodation used by Participants. Instantly know details of each residential location, who is resident there and the full history of their residency.
Use Foxtrot Business Intelligence to run standard or custom-developed reports, exports and dashboards. Develop the exact reports, statistics and KPIs that your organisation needs.
Sophisticated tools to communicate effectively with your client base — from group emails and eNewsletters to the OZone online portal for members, staff and Participants.
Give Participants, families and carers a secure online portal to access information, documents and updates. Engage in a professional, personalised and interactive way — from any device.