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MyCare Dynamic CRM

MyCare integrated CRM for NDIS providers

Our goal is to help Providers to spend more time on clients and service delivery!

Built with NDIS in mind, MyCare is an end-to-end solution that provides a single system of collaboration for client care and staff management. We deliver tools covering planning, resourcing through to service delivery, billing, funding claims and payroll for all types of Providers


Secure and compliant cloud software

Cloud based CRM hosted on Amazon Web Services (AWS), a government approved cloud-data provider.

Being a Dynamic CRM each Provider has a standalone instance that can be customised to suit their business model and operations. MyCare supports single to multi-location operation, single through to multi-modality providers.

  • Secure access controls and UserRole setup enabling different access levels.
  • Comprehensive Client and Employee record keeping to support compliance and audit requirements.
  • MyCare also delivers transparency and a digital data records for users to meet audit requirements and help with any referred matters to the NDIS Quality and Safeguards Commission.


Comprehensive solution for NDIS Providers

Planning and Resourcing: Rostering system with template set up is available. Support recurring or single service bookings, individual or group services. Clients can book services online via the MyCare Mobile and Web Applications.

  • Service delivery: Employees can access real time rosters and pick-up shifts, submit time sheets and complete shift reports online. Shifts (TimeSheets) can be time stamped with GPS location and time sheets recorded with Client notes and signatures, Client rating and picture upload. Reportable Event recording for Employees and Clients is also supported.
  • Care Plans, Billing and Funding claims: Multiple tools are available to set up client care plans and funding agreements. There are also flexible invoicing options depending on how the plan is administered (refer to automated claims processing for NDIA managed Participants).
  • Accounting and Payroll API capability allows Providers to connect to other applications (eg MYOB, Xero, KeyPay) for processing and recording Funding Claims, Invoicing and undertake Payroll.
  • LanternPay API upload facility will allow NDIA direct upload of Service Bookings, Funding Claims, receive upload error corfirmations and Payment notifications.


Mobile & Web Applications

The Mobile and Web Applications are an addition to the existing MyCare CRM to providing more options for Clients and Employees to participate in Service setup and reporting.

Employees can provide TimeSheets and Client’s progress notes, record Client’s service rating and signature and upload pictures to the service as well reportable Events like Accidents, Incidents, Complaints, Medical incidents etc. 
Clients can lookup services, book services, see their service history and NDIS Funding balance. Client can also enter reportable events, like Incidents, Complaints etc. Documents can be uploaded and viewed by the Client like Care Plan, Care Notes or other care specific documents as well as Company specifit notes and information like general service information etc.

Mobile & Web Applications allow efficient communication between the Administration, Clients and Care Workers.
Access data on Mobile Phones or via the browser on a PC


Efficient Data

Enables simple and efficient data management and workflows

Data Import/Export facility is available for access and data management.

  • WorkFlow setup allows to create event triggers via Email/SMS eg. Send Email/SMS Staff members when police check expires.
  • Employees can access real-time rosters and necessary documents for client care and staff training anywhere, anytime.
  • Clients can access their service history, view statements and book services online.
  • Email/SMS facility for individual and bulk upload to send and receive communications.
  • Report creator gives users control over data and enables the creation of customised reports.
  • Claim Reconciliation can be undertaken at multiple stages of the claiming lifecycle so that users can stay in control of their cashflow.


Synchronise Funding Claims with NDIA system using API connections

Service Bookings can be created in MyCare and pushed out directly to the NDIA system or retrieved from the NDIA system directly into MyCare depending on the preferred approach.

Service Bookings, Claims and Payments data are synchronized with the NDIA system, allowing providers to receive instant updates when changes occur in Service Bookings and when Claims are processed by the NDIA.

MyCare users can choose multiple options when setting up client funding. Where a Service Booking already exists in the NDIA system, MyCare will retrieve these with a few simple steps. If a new Service Booking is required, client funding can be set up easily in MyCare or the NDIA portal in accordance with the Service Agreement. Both can be synchronised and updated.


LanternPay automated claims processing (NDIA managed Participants)

Providers can submit Claims directly to the NDIA system from MyCare and receive instant responses.

  • Approved claims are ready for payment and Service Booking balances get updated automatically.
  • If errors are identified, reasons are communicated to enable immediate and appropriate action.

There is no need to use the time-consuming NDIS portal! Payment approval responses are stored in MyCare enabling easy comparison between what is claimed and what is paid.
Any differences can be easily identified for further investigation.


Easy to setup and learn with robust Support

MyCare was developed in such a way as to make it intuitive, easy to learn and customisable for each Provider’s needs.

Simple onboarding via data Import/Export facility.
Online one-to-one and group training and support is also available to assist with the MyCare setup.
Extensive user manuals for various topics and user friendly help functions are available for all form.
Help pages can be customised by users for each organisation to suit their staff and organisational need.
Phone support is also available and email support requests are generally responded within 24 hours.