Astalty Premium

Astalty Premium is the next tier of Astalty, bringing together more advanced tools for records, documents, calendars, forms, reporting, referrals, scheduling and compliance.

This guide gives you an overview of the main features included in Astalty Premium and how they can help your team get more out of Astalty.

Compliance and Records

User Records

User Records help you track records for your team members, such as police checks, working with children checks, employment contracts, training certificates or any other record your organisation needs to manage.

You can customise the record types you track, add records to users, monitor expiry dates and manage records that require verification. You can also set up notifications so the right people are alerted when a record is expiring or needs attention.

For more information, visit the User Records guide.

Participant Records

Participant Records help you manage documentation required for participants, such as service agreements, consent forms, risk assessments or other important documents.

You can create your own participant record types, add records to participant profiles, attach documents, track expiry dates, request signatures and send record documents by email. Reports and exports can help you find records that are missing, expiring or need follow up.

For more information, visit the Participant Records guide.

Participant Risks

Participant Risks give your team a place to record and review participant risk information. This can help with risk assessments, reporting and keeping important risk details visible to the people who need them.

For more information, visit the Participant Risks guide.

Notes and Documents

Note Templates

Note Templates let you create reusable note structures for your team. This helps keep notes consistent, saves time and makes it easier for staff to include the right information when writing participant, support or user notes.

For more information, visit the Note Templates guide.

Document Generation

Document Generation lets you create custom templates that can be used to generate documents from information already stored in Astalty.

You can use templates for service agreements, consent forms, participant documents, user documents or other documents your organisation regularly prepares. Premium also supports generating selected NDIS documents and forms using participant information from Astalty.

For more information, visit the following guides:

• Template Settings

• Participant Custom Templates

• NDIA Templates

• User Custom Templates

• Available Document Template Placeholders

eSignatures

eSignatures let you send documents for signing without leaving Astalty. They can be used with participant records, user records and generated documents where signing workflows are available.

For more information, visit the eSignatures Overview guide.

Teams and Directory Management

Teams

Teams let you group users together in Astalty. Once set up, teams can be used throughout Astalty for filtering reports, participant lists, scheduling views and dashboards.

This is useful when your organisation wants to review information for a specific group of staff, location or operational team.

For more information, visit the Teams guide.

Organisation Tags

Organisation Tags let you label organisations in your directory. You can use tags to organise, filter and quickly find the right organisation for a participant's needs.

For more information, visit the Organisation Tags guide.

Participant Planning and Budgets

Participant Budgets

Participant Budgets help you build and manage participant budgets in Astalty. They can be used to estimate support costs, prepare a schedule of supports or support referral and external provider workflows.

Budgets can include line items and can be used alongside other finance workflows where available.

For more information, visit the Budget Functionality guide.

Support Goals

Support Goals let you connect participant goals to supports and support notes. This helps your team document how support delivery relates back to the participant's goals.

For more information, visit the Goals guide.

Calendar

Astalty Calendar

The Calendar gives your team a central place to view and manage events in Astalty. You can create calendar events, link events to tasks, clone events, use recurring events and view system generated calendar items such as birthdays or expiry dates.

For more information, visit the Getting Started With The Calendar guide.

Google and Microsoft Calendar Integrations

Premium includes external calendar integrations so users can connect Google Calendar or Microsoft Outlook calendars where your organisation has enabled those options.

For more information, visit the Calendar Set Up guide.

Forms, Incidents and Referrals

Forms

Forms let you build custom online forms in Astalty. You can use forms to collect information, manage submissions and connect submitted information to participants, users or sites.

For more information, visit the Introduction To Forms guide.

Incidents

Incidents work with Forms. When an incident form is submitted, it can appear in the incidents register so your team can review, assign, update and manage the incident in Astalty.

For more information, visit the Incidents guide.

Referrals

Referrals give your team a place to manage referral submissions and waitlist workflows. You can review referrals, assign them to team members, create participants from referrals, export referral information and configure referral notifications.

For more information, visit the Referrals guide.

Reporting and Audit

Audit Trail

Audit Trail gives your team visibility over changes made in supported areas of Astalty. This can help with governance, compliance and reviewing important changes across records, documents, scheduling, finance, forms and participants.

Capacity Planning

Capacity Planning helps your team review workforce capacity and plan around availability or demand. This can be useful for rostering, operational planning and understanding team workload.

For more information, visit the Capacity guide.

Finance

Direct Charges

Direct Charges let you manage finance charges that do not come directly from a task. This can support standalone or recurring charge workflows where your organisation needs more flexibility.

For more information, visit the Direct Charges guide.

Scheduling and Rostering

Shift Board

Shift Board gives your team another way to manage rostered work, including shift board views, broadcast workflows and related shift actions.

For more information, visit the Shift Board Workflow guide.

Advanced Shift Management

Premium adds more control over complex shifts, including active overnight periods, public holiday confirmation, shift approval notes and travel evidence settings.

For more information, visit the following guides:

• Adding a Sleepover or Active Overnight Support

• Adding an Active Overnight Period in the App

• Public Holidays

• Shift Approvals

• Travel (to, during and from)

Support Tasks

Support Tasks let you add task lists to supports. This helps workers understand what needs to be completed during a support and gives managers more visibility over support task completion.

For more information, visit the Support Tasks guide.

Award Alerts

Award Alerts help identify potential scheduling issues related to award interpretation or compliance. These alerts can support rostering decisions before issues become payroll or compliance problems.

For more information, visit the Scheduling Award Alerts guide.

Incompatible Support Worker Rules

Incompatible Support Worker Rules help prevent workers from being assigned to participants where an incompatibility has been recorded.

For more information, visit the Participant Preferences guide.

Notifications

Record and Workflow Notifications

Premium includes notifications for records, overdue check ins, referrals and other workflows, helping your team stay on top of important actions and follow up.

For more information, visit the Notifications Overview Walkthrough guide.