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Participant Management

Participant Management Made Simple

From intake and referrals to funding periods and service agreements, manage every aspect of Participant administration in one connected system.

Managing Participants is more than just records. Between tracking funding, managing service agreements, coordinating referrals, and keeping everyone informed, the administrative load can be overwhelming. Astalty brings it all together in one place.

We can help you solve it

Participant Records

Keep complete Participant profiles with contact details, support plans, preferences, and medical information all in one secure location.

Complete Profiles

Store contact details, emergency contacts, medical information, and support preferences in centralised profiles.

Preferences & Goals

Document Participant preferences, goals, and aspirations to personalise supports and track progress.

Secure & Private

All Participant information is stored securely with role-based access controls for privacy.

Complete History

Track service history, notes, and interactions across the entire support journey.

Funding Periods

Manage NDIS plans and funding allocations with automatic tracking, budget monitoring, and clear visibility on spending across support categories.

Automatic Plan Setup

Upload NDIS plans and Astalty automatically creates funding periods with correct budget allocations.

Budget Tracking

Monitor spending against budgets in real time to prevent overspending and plan effectively.

Category Visibility

See spending broken down by support category to understand where funds are allocated.

Expiry Alerts

Receive notifications when plans are approaching expiry to prepare reviews and renewals.

Service Agreements

Create, manage, and track Service Agreements with digital signing, version control, and automated renewal reminders for compliance.

Agreement Templates

Use pre-built templates for Service Agreements that meet NDIS requirements and best practice.

Digital Signing

Send agreements for digital signing and store signed copies automatically against Participant profiles.

Version Control

Track agreement versions and amendments with complete history and audit trail for compliance.

Renewal Reminders

Get notified before agreements expire so renewals are handled proactively without disruption.

Referrals

Streamline your intake process with online referral forms, automated workflows, and smooth transitions from enquiry to active Participant.

Online Referral Forms

Embed referral forms on your website for seamless intake without manual data entry.

Automated Workflows

Route referrals to the right team members automatically and track progress from enquiry.

Track Progress

Monitor referral status and ensure timely follow-up with automated reminders and workflows.

Convert to Participants

Convert approved referrals to active Participants with one click, maintaining complete history.

Notifications

Keep Participants, families, and team members informed with automated notifications for roster changes, updates, and important events.

Email & SMS Notifications

Send automated notifications via email and SMS for roster changes and important updates.

Customisable Templates

Create custom notification templates for different events and personalise messaging for recipients.

Multi-Recipient Support

Notify Participants, families, guardians, and staff simultaneously with one automated workflow.

Scheduled Notifications

Schedule notifications in advance or trigger them automatically based on events and changes.

Don't just take our word for it

See What Other Business Owners Are Saying

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4.9 out of 5.0

Trusted by 1,000+ NDIS businesses

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Astalty Testimonial: Coordinating Independence

"Mark De Jong from Coordinating Independence sits down with Participant Jack to discuss his experience as a business owner using Astalty's software."

Mark De Jong

Mark De Jong

Coordinating Independence

"Astalty professional app and customer service deliver personalised problem solving, no business is too small or complex for this responsive team."

S

Sandra

Astalty Testimonial: AFA Coordination

"Astalty is incredibly easy to use and probably the best platform for Support Coordinators as everything is built around tasks."

Andrew McCully

Andrew McCully

Astalty Testimonial: Sakura Connect

"Tony Robinson sits down to discuss Sakura Connect's experience using Astalty."

Tony Robinson

Tony Robinson

Sakura Connect

Astalty Testimonial: Healthy Emporium
Astalty Testimonial: Newcastle Social Workers

"Kurt Waler sits down to discuss Newcastle Social Workers experience using Astalty."

Kurt Waler

Kurt Waler

Newcastle Social Workers

"A fabulous, no nonsense, easy to use CRM for all of our Support Coordination and recovery coaching needs."

YA

Yvonne A

Astalty Testimonial: Breaking Down Barriers

"This system is amazing - it is a great price, the developers are open and willing to chat and provide help, and it was so easy to set up and learn."

EH

Elizabeth Hickey

Astalty Testimonial: Positive Empowerment

"Tamara Hayes sits down to discuss Positive Empowerments experience using Astalty."

Tamara Hayes

Tamara Hayes

Positive Empowerments

Astalty Testimonial: Rhino Support Coordination

Ready to Transform Your NDIS Management?

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