Notifications
Notifications
Every notification your organisation can send, who it reaches, and how. Click one to configure it.
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Utilisation
Plans & Services
Be notified when your Participants' utilisation of their service budgets reaches certain limits.
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Utilisation Variance
Plans & Services
Ensure your Participants' utilisation of their service budgets is on track and receive notifications when their funding is being spent too quickly or slowly.
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Funding Period Date
Plans & Services
Alert your team before, on, or after the day a funding period starts for a Participant's Services in the selected Support Categories.
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Plan Notifications
Plans & Services
Send notifications at key points in your Participants' plans.
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Birthdays
Participants
Alert your team when a Participant's birthday is coming up.
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Participant Records
Participants
Send alerts when Participant Records are expiring soon.
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Check-ins
Participants
Send alerts when Participants are due for a check-in.
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Participant Risk Review
Participants
Send alerts when a participant risk is due for review.
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Participant Risk Added
Participants
Send alerts when a new risk is added.
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Overdue Note
Participants
Alert users when a Participant has not had a note written within a set period.
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User Records
Team
Send alerts when your team's Records are expiring soon or require verification.
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Birthdays
Team
Send an alert when a Team Member's birthday is coming up.
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Staff Milestones
Team
Send an alert when a Staff Member's employment milestone or anniversary is coming up.
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Site Records
Sites
Send alerts when Site Records are expiring soon.
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Incidents
Forms
Alert your team when a new Incident is received.
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Incident Deadlines
Forms
Warn your team before a reportable Incident's NDIS 24-hour notification or 5-day report is due.
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Incident Follow Up
Forms
Nudge your team when an Incident has been sitting in the same status for too long.
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Referrals
Forms
Alert your team when a new Referral is received.
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Referral Follow Up
Forms
Nudge your team when a Referral has been sitting in the same status for too long.
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Feedback
Forms
Alert your team when new Feedback is received.
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Recurring Shifts Ending Soon
Scheduling · 1 notification
Demo User -
Recurring Unavailability Ending Soon
Scheduling
Alert your team when a Support Worker's recurring unavailability is about to end.
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Unavailability Requests
Scheduling · 1 notification
Demo User -
Missing Support Notes Reminder
Scheduling
Send reminder notifications to your team for missing support notes.
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Incomplete Mandatory Tasks
Scheduling
Alert your team when a shift is clocked out with an incomplete mandatory task.
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Clock Location Variance
Scheduling
Alert your team when a support worker clocks in or out too far from the participant's service address.
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Public Holidays
Scheduling
Remind your team before a public holiday so they can review scheduled supports and adjust manual charges.
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Lapsed Qualifications
Scheduling
Alert office and admin staff when a worker on an upcoming shift no longer holds a required qualification.
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Participant Record Acknowledgement
Scheduling
Send weekly reminders to support workers about participant records that need reading.
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Alert office and admin staff when a support worker still hasn't read a participant's records before an upcoming shift.
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Activities Ending Soon
Activities · 1 notification
Demo User -
Recurring Charges Ending Soon
Finance
Receive an alert when recurring charges are due to end.
| Notification | Recipients | Delivery | |
|---|---|---|---|
| Plans & Services | |||
|
Utilisation
Be notified when your Participants' utilisation of their service budgets reaches certain limits. |
- | - | |
|
Utilisation Variance
Ensure your Participants' utilisation of their service budgets is on track and receive notifications when their funding is being spent too quickly or slowly. |
- | - | |
|
Funding Period Date
Alert your team before, on, or after the day a funding period starts for a Participant's Services in the selected Support Categories. |
- | - | |
|
Plan Notifications
Send notifications at key points in your Participants' plans. |
- | - | |
| Participants | |||
|
Birthdays
Alert your team when a Participant's birthday is coming up. |
- | - | |
|
Participant Records
Send alerts when Participant Records are expiring soon. |
- | - | |
|
Check-ins
Send alerts when Participants are due for a check-in. |
- | - | |
|
Participant Risk Review
Send alerts when a participant risk is due for review. |
- | - | |
|
Participant Risk Added
Send alerts when a new risk is added. |
- | - | |
|
Overdue Note
Alert users when a Participant has not had a note written within a set period. |
- | - | |
| Team | |||
|
User Records
Send alerts when your team's Records are expiring soon or require verification. |
- | - | |
|
Birthdays
Send an alert when a Team Member's birthday is coming up. |
- | - | |
|
Staff Milestones
Send an alert when a Staff Member's employment milestone or anniversary is coming up. |
- | - | |
| Sites | |||
|
Site Records
Send alerts when Site Records are expiring soon. |
- | - | |
| Forms | |||
|
Incidents
Alert your team when a new Incident is received. |
- | - | |
|
Incident Deadlines
Warn your team before a reportable Incident's NDIS 24-hour notification or 5-day report is due. |
- | - | |
|
Incident Follow Up
Nudge your team when an Incident has been sitting in the same status for too long. |
- | - | |
|
Referrals
Alert your team when a new Referral is received. |
- | - | |
|
Referral Follow Up
Nudge your team when a Referral has been sitting in the same status for too long. |
- | - | |
|
Feedback
Alert your team when new Feedback is received. |
- | - | |
| Scheduling | |||
|
Recurring Shifts Ending Soon
1 notification |
Demo User
|
||
|
Recurring Unavailability Ending Soon
Alert your team when a Support Worker's recurring unavailability is about to end. |
- | - | |
|
Unavailability Requests
1 notification |
Demo User
|
||
|
Missing Support Notes Reminder
Send reminder notifications to your team for missing support notes. |
- | - | |
|
Incomplete Mandatory Tasks
Alert your team when a shift is clocked out with an incomplete mandatory task. |
- | - | |
|
Clock Location Variance
Alert your team when a support worker clocks in or out too far from the participant's service address. |
- | - | |
|
Public Holidays
Remind your team before a public holiday so they can review scheduled supports and adjust manual charges. |
- | - | |
|
Lapsed Qualifications
Alert office and admin staff when a worker on an upcoming shift no longer holds a required qualification. |
- | - | |
|
Participant Record Acknowledgement
Send weekly reminders to support workers about participant records that need reading. |
- | - | |
|
Participant Record Acknowledgement Escalation
Alert office and admin staff when a support worker still hasn't read a participant's records before an upcoming shift. |
- | - | |
| Activities | |||
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Activities Ending Soon
1 notification |
Demo User
|
||
| Finance | |||
|
Recurring Charges Ending Soon
Receive an alert when recurring charges are due to end. |
- | - | |