Care Management Software Audit and Health Check for NDIS, aged care and youth services providers
A fixed-scope look at your care management software’s data, setup, workflows and how much of it you actually use, with a written list of what to fix first.
Is your system or project in trouble?
If a few of these sound familiar, a review is worth doing.
- The rollout has stalled or keeps slipping.
- Staff work around the system with spreadsheets or double entry.
- Duplicate or messy participant, client and staff records.
- Claims are late, rejected or hard to reconcile against what you were paid.
- Reports, invoices or claims need manual fixing before you trust them.
- Data from the old system is still not right.
- Nobody really owns the system, so problems wait.
- Answers from your software vendor are slow or unclear.
- You are not sure the current plan will get you to a good result.
What we review
- The quality of your data: duplicates, missing details, out of date records and what came across from the old system.
- Setup and configuration: service types, rules and permissions.
- How a service gets from being delivered to being paid, including why claims are rejected or adjusted.
- Workflows and SOPs, and where staff re-key or fix things by hand.
- Reports, billing and claims, and how well they reconcile with what you were paid.
- Which features you use, which you do not, and what you are missing out on.
- Staff adoption and training.
- Your project plan and how issues get tracked with the vendor.
A clear view of what to fix first
We look at how your system is set up and used, and give you a short, plain report on what is worth fixing now and what can wait.
How it works
- First we talk to the people who use the system every day, and click through it with you.
- Then we work out what is actually causing the problems.
- You get a fix list in the order we would tackle it, ranked by effort and impact.
- If you want a hand with the fixes, we can do the work with you or for you.
What you get
- A written report in plain language.
- A fix list ranked by impact and effort.
- A summary of data quality issues, with examples.
- A list of workflow and process gaps.
- A feature usage summary: what you use, what you do not, and an improvement path to get more out of your software.
- A recommended order of work and rough effort for each item.
- A walkthrough session to talk it through.
Scope and price
Every review is scoped to your size and systems, so there is no fixed price on this page. Request a quote or book a free session and we will scope it with you.
Not sure if you need a review?
Not sure whether you need a full review? Book a free session and we will talk it through.
Second opinion on your implementation plan
Mid-project and not sure it is heading the right way? We read your project plan, timeline and what your vendor has committed to, then give you a written view and a call to talk it through. We work across platforms.
Plain English findings
A short report on what we found, with what to fix first and what can wait.
Based on how you really work
We look at your data, workflows and setup, not just the feature list.
In practice
For FOCUS Connect we set up the Support at Home API connection through PRODA so claiming runs automatically, and connected their care management software to their finance system to automate payroll and billing.
What this means for you
- You know what to fix first, and in what order.
- You get more out of the system you already pay for, with a clear path to the features you are not using yet.
- You get it in plain language, not a technical report.
Where are things up to?
Book a free initial consultation and tell us where things are up to.
