Astalty Premium

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.

Note Templates

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.

Organisation Tags

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.

Teams

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.

User Records

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.

Configuration

To learn how to configure User Record Types click here.

Adding Records to Users

Once configured, you are ready to add Records to Users - to learn more click here.

Reporting

You can learn how to use the User Records report to find records that are expiring or require verification here.

Notifications

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

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.

Configuration

To learn how to configure Participant Record Types click here.

Adding Records to Participants

Once configured, you are ready to add Records to Participants - to learn more click here.

Reporting

You can learn how to use the Participant Records report to find records that are expiring or missing here.

Notifications

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.

Document Generation

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.

Budget Builder

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.

eSignatures

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

Custom and NDIA Templates

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

Calendar

Within this feature you can integrate your existing Google/Outlook calendar, See team members calendars, Create calendar events that link to tasks, Set up video meetings (through the calendar integration) with more to come. The Calendar is the next step in Astaltys functionality expansion with only more to come! To learn more about this click here.

Forms

Within Astalty you can build custom online forms using our drag and drop editor! To access the Forms menu click this link here. Forms Incidents, and Referrals go hand in hand so if you're looking to manage incidents in Astalty you should click here instead and for referrals click here.

Incidents

Astalty, with the introduction of the Forms functionality (more on this here) has also introduced the Incidents functionality. The incidents functionality will centre around the reported incidents (Participant and staff) forms with the submitted forms appearing in an incidents register within the software. Click here to learn more about this.

Referrals

Astalty, with the introduction of the Forms functionality (more on this here) has also introduced the Referrals functionality. The referrals functionality will centre around the reported referrals forms with the submitted forms appearing in a referrals register within the software. Click here to learn more about this.

Regions

Group Participants, staff and sites by area, then filter lists, the schedule, reports and exports by that grouping. See Regions.

Skills

Build a catalogue of what your workers can do, record what each Participant is looking for, and see how well a worker fits when you roster. Needs the Scheduling add-on. See Skills.

Qualifications

Require workers to hold a current User Record — First Aid, NDIS Worker Screening — before they can be rostered, either for a role or for a Participant. Astalty then warns or blocks at rostering time, reports on who is non-compliant, and notifies you when a rostered worker's qualification lapses.

Support Time Segments

Split one support's billed time across different Charge Item Sets, or mark part of it as No charge, without splitting the roster. Needs the Scheduling add-on. See Support Time Segments.

Leave

Let Support Workers request annual, personal and unpaid leave against the leave types you configure. Connect payroll to review requests against live balances and write approved leave back to Xero or Employment Hero automatically. Needs the Scheduling add-on. See Leave.

Retention and Conversion Reporting

The Participant Retention Report tracks entries, exits, churn and retention month by month. The Referral Conversion Report tracks how many of your referrals become Participants.