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Keep up to date with all of the latest changes to Astalty.
Following valuable user feedback, we’ve enhanced the PDF Export for Incident Reports to deliver a more complete and transparent record of each incident.
The exported PDF now includes all key information captured within the Incident Details section, ensuring nothing critical is left out when sharing reports externally. This includes:
Incident Summary — Type, Status, Incident Date, Category, Severity, and Completed Date
Reporting Information — Reported By, Reported At, NDIS Reportable details (Reportable Type and Reportable ID), and Assignee
Details — All information entered by Astalty users
Follow Up Details — Actions, updates, and review information added by Astalty users
Who Was Involved — Individuals selected as being involved in the incident
This improvement ensures that follow-up actions, reviews, and outcomes are clearly documented in the exported PDF. By providing a more comprehensive and accurate record, this update strengthens transparency and makes it easier to confidently share incident documentation with stakeholders, auditors, and leadership teams.
For more information, visit the Incident Follow Up guide.
You'll also find that Referral Forms printed from the Referrals Register will now include the Referral Summary and Details completed during the Referral acceptance process, ensuring all key information is captured in the printed document.
For more information, visit the Referral Follow Up guide.
Additionally, you can export PDF's for all Forms from the All Submissions page of the Forms menu. Please note, information captured in the Incident and Referral Registers will not be included in the PDF exports when accessing through All Submissions.
This update allows users to generate a professional PDF version of any submitted Form, including all captured responses, and basic summary information. The exported document provides a clean, shareable record suitable for printing, secure storage, or external distribution.
This enhancement improves accessibility of form data, streamlines record-keeping, and makes it easier to retain and share completed submissions when required.
For more information, visit the Viewing Submissions for a Form guide.
Staff Birthdays Report
Better Visibility of Address Details on Hover
Pay Group Override for Shifts
New Search Function for the Astalty Video Library
Participant Tags Export
We’ve made a practical improvement to the way Incidents are managed in the system.
From now on, every Staff and Participant Incident form is automatically assigned a unique Incident Number at the time it’s created. This number is displayed directly within the Incidents Register and is fully searchable, making it easier than ever to locate and reference specific records.
This enhancement was introduced to support clearer, more efficient incident management - particularly for Participants who may have multiple or recurring incidents. Instead of relying solely on names, dates, or descriptions, teams can now quickly search and reference a precise Incident Number, reducing ambiguity and saving time.
The addition of unique Incident Numbers also strengthens communication across the organisation. Whether you’re documenting details in case notes, liaising with internal teams, engaging external stakeholders, or tracking follow-ups and related documentation, having a consistent reference point ensures everyone is aligned on the exact incident being discussed.
Overall, this update enhances record management, improves traceability, and provides greater oversight across all incidents - helping teams work more efficiently while maintaining clarity and accuracy in every interaction.
For more information, visit the following guides:
Utilisation Export Update
Improved Navigation (Open in New Tab)
Undo Clock Out
Custom Invoice Prefix
Improved Multi-Select Dropdown Experience
My Payments Export Improvements
Filter User Export By User Groups
Notes for Shift Hours and Travel Approvals
User Login History Export
Users can now easily switch an address between Primary and Other using the Edit option in the three-dot menu. When a new Primary Address is selected and confirmed, the Previous Primary Address will automatically be reassigned as an Other address.
This update improves flexibility for Participants who may move between addresses or regularly alternate accommodation arrangements.
Who This Supports
This enhancement is particularly beneficial for Participants who switch between residences on a recurring basis, including:
Guardianship arrangements
Shared custody scenarios
Temporary or short-term placements
Impact
Reduces administrative effort when updating frequent address changes
Ensures address records remain accurate and clearly identified
Minimises confusion about which address is currently Primary
Supports compliance and accurate communication records
This update streamlines address management while better reflecting real-world accommodation arrangements for Participants.
For more information, visit the Profile guide.
Undo Clock-In for Faster Corrections
Managing Assistance with Self-Care & SIL Supports in Astalty
Smarter Browser Tab Titles
We’ve enhanced Support Note visibility settings to give organisations greater control over how historical Support Notes are shared, helping Support Workers feel more prepared and informed before heading into a shift.
By allowing appropriate access to previous Support Notes, Support Workers can better understand recent updates, preferences, and important context for their assigned Participants — reducing surprises and supporting more consistent, confident care.
Support Worker visibility options include:
Disabled — Support Workers will not be able to view any Support Notes for their Participants that were created by other Support Workers.
Show All — Support Workers will be able to view all Support Notes for their Participants from all Support Workers, providing full historical context.
Show for Time Range — Support Workers will be able to view Support Notes for their Participants from all Support Workers within the defined History Limit (set in days). This allows organisations to tailor how much historical information is shared, based on what best suits their operational preferences.
In addition, organisations can now control Note Visibility for Team Members. Team Members may include roles such as Support Coordinators or other administrative or clinical staff who may find it useful to review Support Notes for oversight, planning, or continuity purposes.
Team Member visibility options include:
Visible
Hidden
No history limits apply to Team Member visibility settings.
These updates are designed to support better communication, improved preparedness, and stronger continuity of care across your team.
For more information, visit the Scheduling Settings guide.
Greater Control over Risks PDF Export
Improved Alert Management Workflow
Enhanced Invoice Summaries for Clearer Cash Flow Insights
Form Submissions Export - Exclude Archived Forms
Improved Export Visibility for Participant Sign-Offs
New Note Template Types
We’ve added a new permission in Astalty that makes it easier for Admin users to manage calendar events on behalf of other users.
By default, the optional Admin permission for Can manage calendar events on behalf of other users, is already enabled for the Account Owner. For all other Admin users, it’s turned off initially but can be enabled if needed. This permission isn’t available to Managers or Team Members.
Once an Admin has this permission enabled, they’ll be able to create, update, and delete calendar events for other users. This is especially helpful when assisting with scheduling, managing coverage, or making changes on someone else’s behalf.
When creating or editing a calendar event, an Event Owner field will appear. This allows the Admin to choose which user the event belongs to. If the user doesn’t have this permission, they won’t see the Event Owner field at all and will only be able to manage their own events.
To enable this for an Admin, the Account Owner can do so by selecting the Admin user within Users, navigating to and editing their Permissions to enable Can manage calendar events on behalf of other users.
This update gives Admins more flexibility to help manage calendars across the team, while still keeping clear boundaries around who can do what. If you have any questions or need help setting this up, feel free to reach out.
For more information, visit the Calendar Events and Tasks guide.
Cloning a Shift (Internal or Non-Support)
Improved Alert Functionality
Schedule of Supports - Unit Amount
Participants Without Goals Report
Participant Risk Review Notification
Improved Shifts Export
Participant Contact List PDF Export Enhancement
You can now add referrals to a dedicated waitlist, giving you a simple way to keep track of potential participants when you don’t have capacity right now.
In just a couple of clicks you can now add Referrals to the Waitlist. This lets you safely park the referral and come back to it later when your capacity opens up - no more losing track or juggling reminders. While your referral is in the Under Review status, select Update Status and choose Add to Waitlist... It's that easy.
And as soon as you’re ready to take someone on, head to the Waitlist, open the referral, and update its Status to Accept or Decline. It’s a flexible, stress-free way to manage demand while staying organised and ready for what’s next.
This referral will now appear in the Waitlist for future action
Missing Support Notes Reminder Notifications
TeleConsult Check-In
Filter Participant Alerts Report by Caseload
2026 Public Holidays - All Sorted
Inactive Xero Pay Items
Form Label Character Count
Bug Fixes
You asked, we delivered! You can now make Forms available for Support Workers to complete directly within the Astalty app, helping ensure important information is captured during supports.
When creating or editing a Form, you can enable Allow Support Workers to complete this Form on any Supports within the Astalty app. Once turned on, the Form will appear on every support for every Participant, making it easy for Support Workers to access and complete when needed.
If a Form is only relevant to a specific Participant, such as an individual ABC report, you can instead assign the Form directly to that Participant from their profile. This ensures Support Workers only see and complete Forms that are relevant to the Participant they are supporting.
Associate a Form to a Specific Participant
Updating Addresses Used in Scheduled Supports
Email a Participant’s Support Schedule
Support Worker Compatibility - Preferred Teams
Apportioned Sleepover for Group Shifts
Sleepover Duration Warning
Travel Reminder When Clocking Out
Export Timesheet for Xero (CSV)
Multiple Employment Contracts per Employee
Filter Supports Report by Support Type
Adding funding periods to existing services
Weekday Daytime Travel Charge Item
Additional Information on Invoices
Missing Claims Handling When Applying NDIA Receipt Files
No More Automatic Zoom on iOS Input Fields
We’ve introduced the ability to Archive Goals to help users keep their goal lists focused and clutter-free. Many of our customers may be tracking multiple years' worth of goals per participant, which can easily lead to long lists of goals. This function can only be actioned if the goal doesn't sit within a current Associated Plan and can be accessed via the Edit Participant Goal page. Being able to archive any goal now that’s no longer active or relevant, will result in smoother workflows for anyone managing the goals and utilising them in Tasks.
Example of a Goal which is associate to a current plan - Only goals from past plans can be archived.
When viewing the Participant's goals, you can toggle between viewing Active, Archived, and all goals by using the Archived Filter.
The example below shows the Archived filter showing both Active and Archived goals.
Participant Export
Tasks Export
Bug Fixes
Astalty now gives Account Owners greater control over account security with the ability to enforce Two-Factor Authentication (2FA) across all users, or only for users with specific roles.
This update allows Account Owners to choose which user roles must have 2FA enabled. Once enforcement is activated, all users assigned to the selected roles will be required to set up 2FA before accessing their account. This provides more flexible, targeted protection while ensuring critical roles follow stronger security practices.
For more details on configuring and managing 2FA enforcement, check out our helpful guide.
Print Incidents
Unavailability in the Schedule
Sleepover Hours
Delete Shifts in Group Supports
Navigation from Voided Charges Report
Improvements to Charge Item Sets - Incl. Prefill
Copy Funding Period Amounts
Support Times on Invoices
SCHADS Interpretation Daily View
Xero Scheduling Integration - Validations, Syncing, and Displayed Calendar
Billing Contact and Payment Method
Quick Action Menu
A new exemption option has been introduced for non-NDIS Participants who therefore do not have an NDIS number.
Previously, strict validation on the NDIS Number field was required to minimise the issues during invoicing. This prevented providers from invoicing or updating records for exempt participants.
With this update, users can now mark a participant as “NDIS Number Exempt.”
When enabled:
The participant can be saved without an NDIS number.
The invoicing process bypasses NDIS number validation for that participant.
Invoices can be generated and processed without interruption.
This enhancement supports accurate record-keeping and ensures invoicing flows smoothly for participants completely outside the NDIS framework.
Support and User Guide buttons
Password Visibility & Validation
App Notifications
Contractor Bank Details
Invoice Export Tasks & Notes
Participants Export