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NDIS CRM in Dynamics 365
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NDIS Service Providers need to manage Participant, Representatives and Staff information. They also need to fill up huge number of forms. NDIS CRM in Power App helps NDIS Providers to manage all information digitally and generate forms from data stored in cloud. It also helps them to store all communications and documents related to the participant.

Features

  • Storing all Participant/Client and Staff information.
  • Documents for Participants and Staff are stored in SharePoint Online and Participant/Staff records are Directly Accessible.
  • 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.
  • Initial Support Assessment
  • Participant Details
  • Resource Scheduling
  • Agreement
  • Invoicing
  • Mobile App for Support Workers
  • Customer Portal
  • Participant Acknowledgement
  • Participant Incoming Referral
  • Participant Support Review
  • Participant Service Agreement and Support Plan
  • Staff Details
  • Staff Performance
  • Staff Training Plan and Evaluation
  • Staff Performance Improvement
  • Additional Forms and Information Architecture can be built easily and quickly.
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Learn More About Our Services on NDIS Domain

NDIS Waitlist

NDIS Scheduling

NDIS Plan & Budget

NDIS Provider

NDIS Intake Form

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Benefits

  • 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.

Migrating data to Dynamics 365. For more information Click Here.