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Keep up to date with all of the latest changes to Astalty.
The NDIA has recently updated their Consent form, and we’ve now rolled out the latest version in Astalty. This update includes several changes to the checkboxes, so you may notice some options look a little different when completing the form. These adjustments were made to align with the NDIA’s new requirements.
If you experience any issues generating the updated form, please reach out via the Support button in Astalty or email us at support@astalty.com.au
Bug Fixes
We’re excited to share that our API feature is now available in Beta!
This gives you the opportunity to start integrating our platform with your own systems and workflows ahead of the full release.
If you’d like early access to the API Dashboard, the Account Owner can request it by reaching out to our Support Team, either through the support button in Astalty or by emailing us at support@astalty.com.au
Longer name descriptions for document templates
Billable Charges Report Update
We’ve just released a brand-new report: the My Billable Charges Report!
This report gives each user visibility into the financial details of the charges they’ve personally created within Astalty, helping them better understand and track their contributions.
By default, only Admin users will see this report. To make it available for your team, simply head to a user’s profile, open their permissions, and enable “My Billable Charges Report.”
NEW Risks Note Templates Type
Bug fixes
Think of this as that perfect gift from a friend who just gets you! It may be small, but it makes a big impact on how you navigate Astalty. We’re excited to announce the rollout of our new Quick Action Menu, letting you move anywhere within Astalty using only your keyboard.
With the Quick Action Menu, you can:
Keep track of your history of viewed participants,
Create a task directly from the menu, and
Access contextual pages based on the page you’re currently on.
If you’re already using it, we’d love to hear your feedback! And if you don’t yet have access, please reach out to our support team.
More Updates
Referrals Status Filters Now Visible by Default
Side Menu Toggle
Participant Exit Reason
Plan and Service Audit Trail
User Guide Navigation
We’ve made a small but important adjustment to how the billing email is handled when account ownership is transferred. This change helps prevent unexpected updates, especially in cases where the billing email was set to a generic accounts inbox.
How it works:
If the previous owner had set a dedicated billing email (e.g. accounts@example.net), that address will stay the same after the transfer.
If the previous owner used their own login email as the billing email (e.g. JohnDoe@example.net), the billing email will automatically update to the new owner’s email address once the transfer is complete.
For more details on Updating the Account Owner - click here.
Duplication of User Generated Documents
Specific Team Members can now view all Participant Risks
Have you joined our Scheduling waitlist yet?
Great news! We’ve added a brand-new Referrals Export to make tracking even easier. Simply choose your date range and download a CSV packed with all the key details — including status, assignee, and submission dates and times. Everything you need to keep on top of your referrals is now just a click away!
Deleting User Groups with Active Users
Bug fixes
Our awesome development team have been super busy working on our upcoming release of Scheduling, and somehow they've managed to fit in new functionality and some bug fixes.
For those out there who have been asking about this, we're just as stoked its finally here. We've updated our 'Reconcile' option within the service, so it can be now utilised to account for funding used prior to creating the funding period service within Astalty. When reconciling your services which have funding periods, one of the most important points to consider is the reconciliation date that you select.
The reconciliation date determines which funding period you are reconciling, and
The reconciliation remaining amount reflects the funds that have been released up to that date.
For more information on reconciling your services with funding periods - click here.
NEW - Participants Without Risks Report
Setting up Referrals for the first time? Create your first Referral Form Template directly from Referrals
Primary and Service Coordinator filter in Plan Report - bug fix
Archived Participant's Plan Expiry appearing in other calendar - bug fix
Confirmation of Plan Manager Details Changing when Updating PM Details
We’ve added two new preset buttons — ‘Last week’ and ‘Last month’ — to the Date Range Calendar in the Billable Charges Report. These presets allow you to quickly select common time periods without manually adjusting the calendar, saving you time and streamlining your workflows. Whether you’re reviewing weekly or monthly totals, these new options make it faster and easier to access the data you need for all your checks and balances.
New Contact Relationship Type: Child Representative
Associated Organisation Now Shown For Contacts Within Current Service Providers
Fixed: NDIS Number Bug When Updating Duplicate Profiles
Enhanced Form Functionality For Manager And Team Member Users
Risk reviews your way — now with quarterly and six-monthly options
We've introduced the an extra field when updating the relationship of a contact.
When you hover your cursor over the relationship label it will temporarily display any text stored in the contact's Additional Details field. This provides you and your users with valuable and timely context. Note the label also has a pinned note icon attached to signify that Additional Information is available.
Task Board - Participant Selection Fix
Task Export update - Status
We have added the Form Submission Request usage type to the Note Template options. This is specifically for the request message that would be sent to the recipient when requesting a submission.
Form Update
Participant Risks Update