Role-based navigation

Knowledge organised by role

Every feature area is indexed on the main home page. These role-based landing pages are a different view — they pull together everything someone in a specific job needs to know, from across the feature areas.

Find your role

Five role-based workflows

Each page pulls from multiple feature areas and flags the content still to be written.

Customer Experience & Engagement

Looking after participants and contacts day-to-day.

  • Phone calls
  • Queries & emails
  • Onboarding & offboarding
Open role

Claims & Invoicing

Processing invoices from arrival to NDIS claim.

  • Errors & exceptions
  • Invoice task processing
  • Replying to suppliers
  • Reimbursements
Open role

Accounts

Financial handling a layer above daily invoice work.

  • Refunds
  • Credit notes
  • Corrections & reconciliation
Open role

Extracts & Payments

Moving money through the system end-to-end.

  • Extracts, ABA, NDIS uploads
  • Payment summaries & claims paid
  • Reconciliations & monthly fees
  • Reports
Open role

Management

Keeping the team operating smoothly and spotting trends.

  • Workforce performance
  • Workload tracking
  • Churn and growth
  • Reports
Open role