Phoenix NDIS Provider Software

Phoenix

Provider Software

Your All-in-One Solution for NDIS providers Business Success

Everything you need all in one place!

Welcome to Your Complete NDIS Support Business Solution

Elevate Your NDIS Support Business

Are you ready to revolutionise the way you manage your NDIS support business? Look no further! Our all-in-one package offers a comprehensive solution, seamlessly integrating software with professional website creation to provide you with everything you need for success.

ALL your NDIS forms & online signing capacity

We have a full system with ALL your NDIS forms no need to pay thousands to get them created for you! We also have an online signing feature where your client can sign online and the signed form will automatically appear in their client card. We can also go one step further and automate the sending out of the service agreement, client intake and other forms in an automated system when you onboard a new client. All taken care of for you so you stay up to date and super compliant!

Forms Include..............................

Advocate or Support Person Request Form

Conflict of Interest Declaration - Support Coordination

Feedback and Complaints Form

Hazzard Identification Checklist

Home Risk Assessment Checklist

Incident Report Form

Participant File Notes

Participant Intake Form

Participant Risk Assessment Form

Participant Emergency Plan

Participant Money and Property Declaration

Participant Service Agreement

Participant Exit & Transition Form

Service Support Plan

Support Coordination Plan

Satisfaction Survey

Coaching, Design, Tech & Marketing Support available

Our company also has the capacity for you to book a NDIS business coaching session when you like, to have our design and tech team attend to anything you need done, and our marketing team help you with your marketing and ads.

You will have the capacity to book these sessions on a casual basis when you feel you need them.

Efficient Organisation with CRM

Our CRM system is the backbone of your operations, keeping you organised and on track. With smart lists and tags, managing clients and services has never been easier. Say goodbye to chaos and hello to streamlined workflows.

Streamlined Operations with Automation

Save time and boost productivity with our powerful automation features. From forms to reminders and communication, automate repetitive tasks and focus on delivering quality services. With automation, efficiency is just a click away.

Integrated Telehealth Solutions

Stay connected with clients through integrated telehealth solutions. With Zoom integration, scheduling and communication are seamless, ensuring a smooth experience for both service providers and clients.

Financial Management and Invoicing

Take control of your finances with our integrated invoicing feature. Easily manage payments, track expenses, and stay on top of your finances, all within the software. Say goodbye to paperwork and hello to efficiency.

Enhanced Customer Engagement

Engage with your clients like never before with our suite of customer engagement tools. From online bookings to nurture sequences and automated messages, stay connected and provide better support every step of the way.

Personalised Communication

Show your clients you care with personalised messages for birthdays, holidays, and missed calls. Demonstrate your commitment to client satisfaction and communication, building trust and loyalty along the way.

Social Media and Content Management

Enhance your online presence and engage with your audience effectively with our social media and content management features. Schedule posts, create engaging blogs, and even host online courses, all within the software. Have our system set up to answer comments with our A.I. feature on your posts and send FB messenger and Insta DM's messages to people who respond to your posts automatically.

Community Building and Support

Foster interaction among clients and peers with our community building features. Create communities and online courses within the customer portal, providing additional value-added services and support.

Call Centre Functionality

Manage your communication effectively with our call centre functionality. Make calls directly from the software, with features such as call recording and result tracking, ensuring better communication management for service providers.

Ready to Elevate Your NDIS Support Business?

Experience the power of our all-in-one solution and take your NDIS support business to new heights. Get started today and join countless others who have revolutionized their operations with our comprehensive package..

You can choose to add the app as an extra feature to your software package.

Limited Time Special Offer!

For a limited time we will place the A.I. Ads Creator into your account.

Create, launch & test your ads with ease with the A.I. system that can do it for you.

Manage

CRM

Create 'smart lists' & tags to keep organised

Calendars

Unlimited calendars

Letters / Proposals

Online signature feature

Products -Shop

Inventory management

Set user permissions

Set permissions for staff members

Customer File Storage

Upload files to each customers contact card

Data import & Export

Easily import and export data and email lists etc.

Telehealth Zoom integration

Integrate your Zoom link to the calendar booking & reminder sequence

Invoicing

Invoice direct from your software account and keep track of payments.

Progress notes

Keep progress notes on each client in their contact card.

Automate

Forms

Create intake forms and agreements.

Online Bookings

Powerful online booking system..

Reminders

SMS and email automation.

Nurture Sequence

Stay in constant contact via emails.

Automated Birthday & Holiday Messages

Chat Bot

Help people contact you while on your website

A.I. Assistant

Answers any question at any time on your messenger, insta, text or chat bot.

Automated Texts

Text reminders and messages in automated sequences.

Missed Call Text back

Allow our system to text back a message for missed calls, giving your clients direct contact, even when you are busy.

Review Requests

Automated system to send out review requests.

Social Media Scheduler

Schedule posts to all your social media accounts

Blog Creator

Create engaging blogs and host them on your website, increasing your SEO.

Communities

Create communities inside the 'Customer Portal' where your clients or peers can interact

Online Course Creator

Create online courses for your clients or peers.

Call Centre

Call direct from your software account and have calls recorded. You can also track call results for staff

FAQS

What is included in your software package for NDIS providers?

Our software package for NDIS (National Disability Insurance Scheme) providers offers a comprehensive suite of tools and features designed to streamline and enhance every aspect of your support business.

Here's what's included:

CRM System: Organise client information, track services, and manage interactions efficiently with our powerful CRM system.

Automation Features: Save time and boost productivity with automation for forms, reminders, communication, and more.

Integrated Telehealth Solutions: Facilitate seamless scheduling and communication with clients through integration with popular tele-health platforms like Zoom.

Financial Management and Invoicing: Manage payments, track expenses, and handle invoicing directly within the software.

Enhanced Customer Engagement: Engage with clients through online bookings, nurture sequences, and automated messages.

Personalised Communication: Send automated personalised messages for birthdays, holidays, and missed calls to demonstrate your commitment to client satisfaction.

Social Media and Content Management: Enhance your online presence with features for social media scheduling, blog creation, and online course hosting.

Community Building and Support: Foster interaction among clients and peers through community-building features and online course creation within the customer portal.

Call Centre Functionality: Manage communication effectively with features like direct calling from the software, call recording, and result tracking.

Training and Support: Access training materials and ongoing support to help you make the most of our software and maximise its benefits for your NDIS support business.

With our software package, you'll have everything you need to streamline operations, enhance client care, and take your NDIS support business to new heights.

How does your CRM system help with organising client information and services?

Our CRM (Customer Relationship Management) system is a cornerstone of our software package, specifically designed to help NDIS (National Disability Insurance Scheme) providers efficiently organize client information and services.

Here's how our CRM system can benefit you:

Centralised Database: Our CRM system provides a centralized database where you can store all client information, including contact details, support plans, service history, and more. This allows you to access comprehensive client profiles quickly and easily.

Customisable Fields: Tailor the CRM system to your specific needs with customisable fields. Whether you need to track specific support requirements, preferences, or other details, our CRM system can adapt to your unique business requirements.

Smart Lists and Tags: Organise clients efficiently using smart lists and tags. Categorise clients based on various criteria such as support needs, service types, or location, making it simple to segment and target specific groups for communication or services.

Service Tracking: Keep track of services provided to each client within the CRM system. Easily log service delivery dates, types of support provided, and any relevant notes or updates, ensuring accurate and up-to-date records of client interactions.

Appointment Scheduling: Schedule appointments and meetings directly within the CRM system, streamlining your calendar management and ensuring you never miss a client appointment or follow-up.

Communication History: Maintain a comprehensive communication history with each client, including emails, phone calls, and other interactions. This helps you track communication progress and ensure consistent and personalised support.

Integration with Other Features: Our system can seamlessly integrates with other features of our software package, such as automation tools, telehealth solutions, and invoicing, providing a unified platform for managing all aspects of your NDIS support business.

In summary, our CRM system offers a robust set of tools and features to help you efficiently organise client information and services, allowing you to provide personalised and high-quality support to your clients.

What Can Phoenix Do for NDIS Providers?

Phoenix offers a comprehensive solution tailored specifically for NDIS (National Disability Insurance Scheme) providers, designed to streamline and enhance every aspect of their support business.

Here’s how Phoenix can benefit NDIS providers:

All-in-One Solution: Phoenix provides a complete package, including software and professional website creation, offering a seamless experience for NDIS providers.

Efficient Organization: With Phoenix’s CRM system, NDIS providers can stay organized with smart lists and tags, making it easier to manage clients and services effectively.

Streamlined Operations: Phoenix automates various tasks such as forms, reminders, and communication, saving time and allowing providers to focus on delivering quality services.

Integrated Telehealth: Phoenix integrates with Zoom for telehealth sessions, facilitating seamless scheduling and communication between providers and clients.

Financial Management: Phoenix includes invoicing features, enabling providers to manage payments efficiently and keep track of finances within the software.

Enhanced Customer Engagement: Phoenix offers online bookings, nurture sequences, and automated messages to help providers stay connected with clients and provide better support.

Personalised Communication: Providers can send personalized messages for birthdays, holidays, and missed calls, demonstrating a commitment to client satisfaction and communication.

Social Media and Content Management: Phoenix allows providers to schedule social media posts, create engaging blogs, and even host online courses, enhancing their online presence and engagement.

Community Building: Providers can create communities and online courses within the customer portal, fostering interaction among clients or peers and providing additional support.

Call Centre Functionality: Phoenix includes call centre features such as direct calling from the software, call recording, and result tracking, enabling better communication management for providers.

In summary, Phoenix offers NDIS providers a comprehensive solution that improves organisation, streamlines operations, enhances customer engagement, and provides tools for financial management and communication, ultimately empowering providers to deliver exceptional support services to their clients.

Can you explain how automation features streamline operations for NDIS providers?

Certainly! Automation features play a crucial role in streamlining operations for NDIS (National Disability Insurance Scheme) providers by automating repetitive tasks and workflows, thereby saving time and improving efficiency.

Here's how automation features benefit NDIS providers:

Forms and Documentation: Automation allows NDIS providers to automate the creation and distribution of forms and documentation. Whether it's intake forms, service agreements, or progress notes, automation ensures that the necessary paperwork is generated promptly and accurately, reducing manual effort and minimizing the risk of errors.

Appointment Reminders: Automation streamlines appointment scheduling and reminders. Providers can set up automated reminders for upcoming appointments, reducing the likelihood of missed appointments and improving client attendance rates.

Communication: Automation facilitates communication with clients through automated messages and notifications. Providers can send personalized messages for birthdays, holidays, or missed calls, ensuring consistent and timely communication without manual intervention.

Service Delivery: Automation helps streamline service delivery processes by automating repetitive tasks such as scheduling support sessions, assigning tasks to staff members, and tracking service delivery milestones. This ensures that services are delivered efficiently and consistently, enhancing client satisfaction and outcomes.

Invoicing and Payments: Automation simplifies the invoicing and payment process by automating invoice generation, payment reminders, and payment processing. This reduces administrative overhead, improves cash flow management, and ensures timely payments from clients and funding bodies.

Data Entry and Reporting: Automation reduces the need for manual data entry by automatically capturing and consolidating data from various sources. This streamlines the reporting process, providing NDIS providers with real-time insights into client outcomes, service utilisation, and financial performance.Overall, automation features empower NDIS providers to streamline their operations, improve productivity, and focus more on delivering high-quality support services to their clients. By automating repetitive tasks and workflows, providers can maximize efficiency, reduce administrative burden, and enhance client experiences.

How does your software facilitate community building and support among clients and peers?

Our software offers robust features to facilitate community building and support among clients and peers within the NDIS (National Disability Insurance Scheme) provider network.

Here's how our software fosters collaboration and engagement:

Community Portals: Our software includes community portals where clients and peers can connect, interact, and support each other. These portals provide a secure and centralised platform for sharing experiences, resources, and insights.

Discussion Forums: Within the community portals, users can participate in discussion forums to ask questions, seek advice, and share knowledge with peers. This fosters a sense of community and encourages collaboration among users facing similar challenges or seeking common goals.

Online Courses and Workshops: Our software enables NDIS providers to create and host online courses and workshops within the community portals. These educational resources empower clients and peers to develop new skills, access valuable information, and enhance their overall well-being.

Peer Support Groups: NDIS providers can facilitate peer support groups within the community portals, allowing clients facing similar challenges to connect, share experiences, and provide emotional support to one another. This peer-to-peer interaction promotes a sense of belonging and strengthens community ties.

Resource Sharing: Our software allows users to share relevant resources, such as articles, videos, and tools, within the community portals. This encourages knowledge sharing and enables users to access valuable information to support their individual journeys.

Expert Q&A Sessions: Our software enables providers to host expert Q&A sessions within the community portals, where clients and peers can interact with industry professionals, ask questions, and receive expert advice on various topics related to disability support services.

Overall, our software empowers NDIS providers to create vibrant and supportive communities where clients and peers can connect, collaborate, and thrive together.

By fostering a sense of community and providing valuable resources and opportunities for engagement, our software enhances the overall experience and outcomes for all users involved.

Do you offer training or support for implementing and using your software effectively?

At Phoenix, we understand that starting a business is an exciting but complex process, and the timeline for setup can vary depending on several factors, including the nature of the business, your level of preparation, and external factors such as regulatory requirements.

Our goal is to provide you with the support and resources you need to launch your business successfully while also ensuring that the process is efficient and streamlined.

While the exact timeline may vary from one individual to another, we strive to make the process as smooth and straightforward as possible.

Typically, the setup process begins with an initial consultation to discuss your business ideas and goals. From there, we'll work closely with you to develop a customized plan of action, including steps such as business registration, creating a business plan, designing a website, developing marketing materials, and more.

The duration of the setup process can vary depending on the complexity of your business and the extent of support and assistance you require. In some cases, it may take a few weeks to complete the setup process, while in others, it may take longer.

Throughout the process, our experienced team will be there to guide you, answer your questions, and provide support every step of the way. Our goal is to empower you with the knowledge, skills, and resources you need to launch your business with confidence and success.

If you're ready to take the first step towards entrepreneurship and start your own micro-business, we invite you to reach out to us today. Let's work together to bring your vision to life and build a brighter future with Phoenix!

What ongoing support do you provide after the business is set up?

Yes, we offer comprehensive training and support to ensure that our software is implemented and used effectively by NDIS (National Disability Insurance Scheme) providers.

Here's how we support our users:

Training Resources: We provide a range of training resources, including user manuals, video tutorials, and step-by-step guides, to help users learn how to use our software effectively. These resources are designed to accommodate different learning styles and levels of experience.

Onboarding Assistance: Our team offers personalised onboarding assistance to guide users through the initial setup and configuration of our software. We provide hands-on support to ensure that users feel confident and comfortable using the platform from day one.

Ongoing Support: We offer ongoing support to assist users with any questions, issues, or challenges they may encounter while using our software. Our dedicated support team is available via email, phone, or live chat to provide timely assistance and troubleshooting.

Regular Updates and Enhancements: We continuously update and enhance our software based on user feedback and industry trends. These updates include new features, improvements, and bug fixes to ensure that our software remains up-to-date and meets the evolving needs of our users.

User Community: We foster a supportive user community where users can connect, share ideas, and collaborate with one another. Our user community provides a valuable platform for networking, learning, and sharing best practices related to our software.

Feedback Mechanism: We actively solicit feedback from our users to understand their needs, preferences, and pain points. We use this feedback to inform our product development roadmap and prioritize features and enhancements that will provide the most value to our users.

In summary, we are committed to providing comprehensive training and support to ensure that our software is implemented and used effectively by NDIS providers. From onboarding assistance to ongoing support and community engagement, we are here to help our users succeed every step of the way.

Can users customize the software to fit their specific needs and preferences?

Yes, users can customise our software to fit their specific needs and preferences. We understand that every NDIS (National Disability Insurance Scheme) provider operates differently, which is why we've designed our software to be flexible and customisable. Here's how users can tailor our software to their requirements:

Customisable Fields: Users can customise fields within the software to capture information that is relevant to their specific organisation or service delivery model. Whether it's client demographics, support needs, or service types, users can create and configure custom fields to ensure that they're capturing the right information.

Workflow Customisation: Our software allows users to customize workflows to match their existing processes and procedures. Users can define and configure workflow stages, statuses, and transitions to reflect their unique service delivery workflows, ensuring that tasks are completed in the most efficient and effective manner.

User Permissions: Users can set user permissions within the software to control access to sensitive information and functionality. Administrators can define roles and permissions for different user groups, ensuring that each user has access to the appropriate features and data based on their role within the organisation.

Integration Options: Our software offers integration options with other tools and systems that NDIS providers may use, such as accounting software, electronic health records (EHR) systems, or communication platforms. Users can customise integrations to streamline data exchange and improve interoperability between systems.

Reporting Customisation: Users can customise reports within the software to generate insights and analytics tailored to their specific needs. Whether it's tracking service utilisation, monitoring client outcomes, or analyzing financial performance, users can create custom reports to gain actionable insights into their operations.

Brand Customisation: Users can customise the branding and appearance of the software to align with their organisation's brand identity. This includes customising logos, and other visual elements to create a consistent and cohesive user experience for staff and clients.

In summary, our software offers extensive customization options to empower users to tailor the platform to their specific needs and preferences. Whether it's customizing fields, workflows, user permissions, integrations, reporting, or branding, users have the flexibility to configure the software to meet their unique requirements and deliver the best possible support services to their clients.

Our Team

Meet Our Professional Team

Debbie Mewes

CEO

Michaela Bozicevic

Phoenix Business Coach

Amanda Jensen

Phoenix Business Coach

Grant Mewes

Phoenix Business Coach

Syed Zee

Head of Tech

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