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Billable Charges Report, Relationship Type, Forms, Risks and more

Reports

New ‘Last Week’ and ‘Last Month’ Presets Added to Billable Charges Report

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.

Participant

New Contact Relationship Type: Child Representative

We've added a new relationship type for Child Representative, which is a defined relationship type under the NDIS. Use this new type where required to assist in defining the relationships between a Contact and a Participant. If the Child Representative requires more than one relationship type, we would advise that you navigate to the participant's Directory and add a seperate contact for the same person so you can assign the defined relationships separately - which is important when using tags available in your document templates.

Associated Organisation Now Shown For Contacts Within Current Service Providers

During Implementation setup, if a contact is selected instead of an organisation, their associated organisation will now appear beneath the contact’s name in the Current Service Providers section of the participant’s Directory. This added clarity helps users quickly see the organisation linked to each contact.

Fixed: NDIS Number Bug When Updating Duplicate Profiles

We’ve fixed a bug that caused some users to see the ‘NDIS number is already taken’ message when updating a duplicate participant profile. If you ever encounter a similar issue, just click ‘Support’ at the top of your Astalty page and select ‘Report a Bug’ — it’s the quickest way to let us know.

Forms

Enhanced Form Functionality For Manager And Team Member Users

Manager and team member users can now to 'fill out a form' and 'request form submission' from the Forms menu within a Participants Profile. This will provide your organisation greater flexibility in how and who can gather participant data that supports service delivery.

Risks

Risk reviews your way — now with quarterly and six-monthly options

We’ve expanded the flexibility of our risk management tool by adding two new review frequency options — quarterly and six-monthly. This means you’re no longer limited to just monthly or annual reviews. Whether you want to keep a closer eye on high-priority risks every three months or strike a balance with half-yearly check-ins, you now have more control to match your review schedule to the nature and urgency of each risk. More options mean a more tailored, efficient, and responsive risk management process.