Participant Address Filter, Team Billables Export Update, Participant Record Report & More

Participant Menu Address Filter

You can now filter the Participant menu by the participants address! This will help narrow down participants by suburb to assist with planning your home visits

Team Billable Export Update

We have added the option to export the Team Billables Export by Team!

Participant Record Report Update

We have just added the Signature Status filter and column to the Participants Record Report. You can now check the signature status within this report!

NDIS Plan Report Update

We have added a Participant Tag filter option to the NDIS Plan Report.

Plan Export Added Columns

We have added additional columns Total Service Amount, Total Remaining Service Amount, and the option to also add previous plans to the Plan Export.

eSignature Functionality Update

We have added a button to generate audit information within the eSignature. If you navigate to the eSignature request and click into it. Once in the request select the actions button and then the 'download audit trail' option you will then receive the pdf of the audit trail!