Microsoft Dynamics is a great technological solution for the NDIS and disability care providers in regards to managing client information, tracking services provided, and smoothing out operations. Have easy-to-use tools that make case management, billing, and reporting easier, more productive, and compliant to NDIS standards that provide simplicity to day-to-day tasks.
Centralised platform
Feature: Microsoft Dynamics 365 Customer Engagement
How it works: It consolidates all departmental data in one place, giving a unified view of the client, financials, staff, and operations. Integration with modules like Sales, Customer Service, and Field Service makes this platform go central across functions, providing the very same consistent updated data.
How it benefits NDIS provider organisations: A huge benefit of Microsoft Dynamics 365 Customer Engagement for a disability or aged care service provider is it will house all data regarding customers, staff, and operations in a single location for the improved internal communication between departments, with reduced risk of data silos. This provides one source of truth within the organisation to enable better holistic decision-making.
Monitoring of client progress
Feature: Microsoft Dynamics 365 Field Service (Customisable Care Plan)
How it works for your NDIS clients
This feature allows health care service organisations to plan and track the delivery of care against individualised client care plans, budgets, and NDIS goals. You can also create workflows that will automatically send an alert when a task is complete or when new support services need to be scheduled.
How it can help your business when it comes to NDIS care plans
This Microsoft Dynamics 365 NDIS Solution helps organisations that have clients they need to care for to monitor progress in real-time. It will enable your staff to compare services with the expectations of clients, besides attaining government regulations. It also prevents any case of over-servicing or under-servicing for balance in care planning and budgets.
Centralised Platform
Feature: Microsoft Dynamics 365 Customer Engagement
What does Dynamics 365 Customer Engagement do?
It consolidates all departmental data in one place, giving a unified view of the client, financials, staff, and operations. Integration with modules like Sales, Customer Service, and Field Service makes this platform go central across your core business functions, providing the very same consistent updated data.
What is the benefit to my business?
An NDIS disability provider will house all data regarding customers, staff, and operations in a single location for the improved internal communication between departments, with reduced risk of data silos. This provides one source of truth within your organisation to enable you to make better holistic decisions.
Monitoring of client’s progress
Feature: Microsoft Dynamics 365 Field Service (Customisable Care Plan)
How dynamics 365 Field Service works
This feature allows organiasations to plan and track the delivery of care against individualised client care plans, budgets, and NDIS goals. You can also create workflows that will automatically send an alert when a task is complete or when new support services need to be scheduled.
How it benefits NDIS disability services
This feature of Dynamics 365 for NDIS helps organisations monitor in real-time progress and will enable your staff to compare services with the expectations of clients, besides attaining government regulations. It also prevents any case of over-servicing or under-servicing for balance in care planning and budgets.
Smart staff rostering
Capability: Microsoft Dynamics 365 Human Resources and/or integrated Shift Scheduling Add-On
How it works
The Smart Staff Rostering feature within Dynamics 365 allows managers to create, automate, and assign staff rosters against availability, skill set, and client needs. The notifications can be sent right to the staff, while acknowledgments are tracked in the system.
Benefit to your business
This will provide the providers of disabilities with the allowance for the right carers for the clients, increasing efficiency and compliance. Also, automated rosters reduce administrative overhead and make sure that staff are promptly informed about their shifts.
Staff hour tracking:
Module: The Time and Attendance Module inside Dynamics 365 within HR or Project Service Automation
How the module works
This module monitors hours worked by each staff, time utilised in the care of clients, travel, and administrative concerns. Entries of time can be logged on mobile devices or captured automatically with integrated rostering systems.
Why this is essential for your NDIS business
Precise tracking of the time used by staff means that NDIS providers follow crucial Australian employment laws and pay their staff accurately. This can also facilitate resource planning and cost control.
Bulk claiming for NDIS compliance in Australia
App: NDIS Connector for Microsoft Dynamics 365 or Dynamics 365 Finance
How it works for your business
The NDIS Connector app allows the providers to bulk-create claims, consolidating all the services delivered into compliant invoices for quick and accurate submissions directly to the NDIS portal. This will minimise the manual work of claiming multiple line items.
Why this feature is essential
Automation of bulk claims and compliance with the NDIS invoicing requirements will mean fewer errors, delays in payment, and improvement in cash flow for the disability provider.
Solution for delay in payment
Feature: Cash Flow Management – Microsoft Dynamics 365 Finance
How it is able to help your organisation
With Cash Flow Management you can track outstanding invoices, automate your follow-ups, and point out delays in payments. It can also show future cash flow predictions based on historical data and payment trends; it can even automate reminders when payments start becoming overdue.
Benefit: Exposing transparency and automation in collections will expose disability providers that have been experiencing cash flow problems with different delayed NDIS payments to keep up the level of liquidity and lower the impact of late payment.
Policy and Procedure Management
Feature: Microsoft Dynamics 365 SharePoint Integration & Document Management
How it works:
Dynamics 365 is integrated with SharePoint to provide a home for document storage and management. Organisations can store their policies and procedures, and other critical documents in a central repository, set up permissions to control who has access, and notify staff when a policy is updated.
This makes sure that in all matters concerning compliance and operational efficiencies, the disability providers allow easy access to recent policy updates by the staff while managers enforce proper version control and unauthorized changes cannot take place.
Any place, any time access:
Feature: Microsoft Dynamics 365- Cloud-based Architecture
How it works
Dynamics 365 is cloud-based, meaning staff have secure remote access to the client information, rosters, and reports from anywhere on any device.
Benefit to your staff on the go
For disability providers with a mobile workforce, such as care staff who visit clients in the home, this ensures they can be connected to real-time information, and thus more productive and responsive.
If you’re also looking after aged care clients, you can tailor Dynamics 365 for aged care.
Document and claim multiple line Items:
Feature: NDIS Connector for Microsoft Dynamics 365(NDIS Plan Management)
How it works for NDIS plan management
This feature allows a user to document, in great detail, multiple line items in one progress note-care, transport, and other services. With entries completed here, a user can easily create compliant invoices in a very short amount of time.
The benefit being that it further streamlines the process for providers who give multiple services within one visit and enhances the velocity, accuracy, and full compliance in billings against NDIS requirements.
Managing Government Funding
Capability: Dynamics 365 Finance Dynamics, Government Fund Management
How this Dynamics 365 feature works
In a stand-alone feature, the system helps disability providers manage multiple sources of funding for each customer, tracking fund usage and providing services within the budget set by the government schemes like NDIS.
Benefit to disability service providers
With Dynamics 365, an NDIS provider can easily get into the record of how the government funding is being utilised and ensure that all services delivered are within the budgeted amounts without instances of overspending or mismanagement of funding.
When properly integrated, Microsoft Dynamics 365 NDIS solution brings all of your departments together allowing them to collaborate to achieve success, and you can easily see where to make improvements.
Dynamics 365 is a fantastic enterprise resource planning (ERP) tool with powerful features that will improve teamwork, free up time by streamlining routine tasks, and help drive growth for your business.
As a Microsoft Dynamics 365 Partner in Australia, Newpath’s experienced team can assist with the following:
- Specialised strategic advice in Microsoft Dynamics tools tailored for NDIS.
- Outline a strategy for centralising your data.
- Large number of solutions for different departments: sales, marketing, customer care, finance, and operations.
- Identifying then implementing other available products to suit your business and NDIS needs will include Microsoft AppSource.
- Understand the functionality of Dynamics 365 for: tracking of NDIS client progress, staff rostering, NDIS compliance, cash flow, policy management, secure remote access, and recordkeeping for government standards.
- Building a partnership with Adobe, Sitecore, and ISVs.
- Dynamics 365 solutions for NDIS and healthcare providers.
- Maximise your digital investment returns.
