NDIS CRM in Power Platform

• Storing all Participant/Client and Staff information.
• Documents for Participants and Staff are stored in SharePoint Online and directly accessible Participants/Staff record.
• Can communicate directly with Participants and representatives from CRM.
• All communications (Email, Phone Call, Appointment, Booking Alert, Note, etc.) are logged against participant’s record.
• Automate following Forms generation sourcing information from CRM.

1. Initial Support Assessment
2. Scheduling
3. Invoicing
4. Participant Details
5. Participant Acknowledgement
6. Participant Incoming Referral
7. Participant Support Review
8. Participant Service Agreement and Support Plan
9. Staff Details
10. Staff Performance
11. Staff Training Plan and Evaluation
12. Staff Performance Improvement
13. Additional Forms and Information Architecture can be built easily and quickly.

• Eliminate manual work, paper forms and duplication.
• Improve accuracy.
• All information and documents are in one place.
• Highly integrated with Microsoft 365 suites such as SharePoint, Teams and Outlook.
• Access from any device, anywhere and anytime.