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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.

Learn More About Our Services on NDIS Domain

NDIS Waitlist

NDIS Scheduling

NDIS Plan & Budget

NDIS Provider

NDIS Intake Form

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.

SMART APP
BUSINESS SOLUTIONS

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