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Astalty Premium is the next tier of Astalty where we introduce several brand new features. The major major features have been outlined below so you can easily review the new feature, their documentation and ensure you get the most out of Astalty Premium.
You can use Note Templates to quickly insert templated notes to ensure there is consistency across your team and the way Notes are entered.
You can learn more about Note Templates here.
You can now add Tags to your Organisations so you can quickly filter through them and find the Organisation most relevant to a Participant's needs.
Learn how to use Organisation Tags here.
Wish you could run reports just for a team of your users? You can now group your Users by Team and use Teams filtering throughout Astalty in reports and Dashboards.
Learn more about Teams in Astalty Premium here.
You can now track all of your team member's records in Astalty such as Police Checks, Working with Children Checks and many more. You can completely customise which records you track and who can manage them.
Learn how to set up User Records here.
To learn how to configure User Record Types click here.
Once configured, you are ready to add Records to Users - to learn more click here.
You can learn how to use the User Records report to find records that are expiring or require verification here.
You can also set up User Record Notifications to alert you when a record will expire soon or requires verification. Learn more about how to configure them here.
Participant Records is a feature that enables businesses to easily track documentation required for their Participants such as Risk Assessments or Service Agreements. Participant Record Types are set up at the organisation level and you can learn how to do that here.
To learn how to configure Participant Record Types click here.
Once configured, you are ready to add Records to Participants - to learn more click here.
You can learn how to use the Participant Records report to find records that are expiring or missing here.
You can also set up Participant Record Notifications to alert you when a record will expire soon. Learn more about how to configure them here.
You can now use Astalty to generate documents from your completely customisable templates. You can use this to generate Service Agreements as well as Consent Forms or any other document. You can also download the NDIS documents such as the NDIS consent form or PACE reporting templates prefilled with Participant information.
You can build Budgets in Astalty to be used in a Schedule of Supports or to calculate the cost of supports so you can prepare a referral for an external service provider.
We're excited to announce our partnership with DropboxSign and bring eSignatures into Astalty so you can send and sign documents without ever having to leave Astalty.
To learn more about eSignatures in Astalty click here.
Watch the Premium Overview here
We have added the ability to create custom document templates and also generate the most up to date NDIA templates using Astalty Placeholders. To learn more about this click here