Your team is buried in claims, plans, rosters and audit prep.
Not because they're slow — because the work has scaled faster than your systems have.
Re-typing NDIS plan budget categories into your tracker every plan review
Chasing supervisor sign-offs on shift notes across email, paper and SharePoint
Manually generating service agreements from CRM data, line by line
Reconciling rejected NDIS claims at month-end — past the resubmission window
Building monthly AN-ACC care minutes reports from rostering data
Coordinating roster gaps across awake-overnight, SIL and community shifts
Compiling evidence packs against NDIS Practice Standards or the Aged Care Quality Standards
These processes don't just slow you down — they erode margin, expose you to compliance risk, and keep your most experienced people doing admin instead of supporting participants and residents.
We configure automation that fits how NDIS and aged care providers actually operate.
We don't write custom software. We pick the right tool, configure it for your context, and prove the ROI.
Claims & Billing Automation
Auto-correct and resubmit rejected NDIS claims; chase aged care funding variances before they age out.
Plan & Care Documentation
Extract plan details from NDIS PDFs; generate service agreements; auto-build care plan summaries for families.
Compliance Evidence Collection
Continuous evidence gathering mapped to the NDIS Practice Standards or Aged Care Quality Standards.
Roster & Shift Workflows
Detect roster gaps, AI-summarise shift notes, flag incidents for coordinator review (humans always make the call).
Care Minutes & Funding Reporting
Auto-generate AN-ACC mandatory care minutes reports and quarterly funding reconciliations.
Audit & Incident Reporting
Auto-assemble audit packs, board papers, NDIS QSC submissions and SIRS reports under deadline.
Sector-specific automations we've shipped.
Real wins, named in plain English. Tools listed openly — no vendor magic.
NDIS Service Agreement Generator
Auto-populate the agreement from CRM data, attach the right schedules, send for e-signature in under 90 seconds.
25 hrs/month saved
Power Automate + DocuSign
NDIS Plan PDF Data Extraction
Pull budget categories, support items, dates and goals from plan PDFs straight into your tracker.
35 min saved per plan
Microsoft Document AI
Claims Rejection Chase-Up
Daily rejection scan, auto-correct the fixable codes, escalate the rest by dollar value within 24 hours.
Recovers 1.5–3% of NDIS revenue
Make + finance system
Shift Note AI Summariser
Turn 1-2 page shift notes into 4-line summaries with incident flags for coordinator review.
12 hrs/week per coordinator
OpenAI / Claude API + rostering tool
AN-ACC Care Minutes Report Builder
Pull rostering and care data into the mandatory care minutes report each month.
6 hrs/month at month-end
Power BI + rostering API
Compliance Evidence Vault
Continuously collect artefacts against NDIS Practice Standards or Aged Care Quality Standards as they're created.
Audit prep cut from 6 weeks to 10 days
SharePoint + Power Automate
What sector-specific clients achieve.
5–10 hrs
saved per person per week
1.5–3%
of NDIS revenue recovered through claims automation
4–5 weeks
of audit prep saved per audit cycle
2–3 months
typical ROI payback period
How an engagement runs.
Sector-specialist. Fixed-price. No vendor incentives.
Discovery
We map your participant/resident workflows, claim cycles, audit obligations and the systems already in place — Lumary, Brevity, ShiftCare, Carelink, Manad+, Microsoft 365.
Build
We configure automation in tools you already own where possible. Built alongside the manual process — never replacing until it's proven.
Train
Your team owns the system. We train operators, document the runbook, name the human owner who notices when something breaks.
Support
30 days post-launch support included. Optional retainer for ongoing optimisation, monitoring, and adding new flows.
Pricing
Automation Readiness Review
$4K–$6K· 5 daysA prioritised backlog of 5–10 automation opportunities, with ROI estimates per item. The right place to start.
Quick Wins Sprint
$15K–$25K· 4–6 weeksPick 3 automations from the Review. We configure, test, train, hand over.
Automation Operations
$3K–$5K/monthOngoing optimisation, monitoring, and one new automation per quarter.
Book a free 30-min consultation
No pressure, no jargon, no software pitch. We listen, we map, you leave with a clearer picture of what's automatable in your operation.
freddy.ortega@careonyx.org · careonyx.org