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Participant Records

Never Lose Track of Service Agreements Again

Stay audit-ready without the paperwork headache. Track Service Agreements, consent forms, and expiry dates in one central place, making documentation simple and accessible.

1,000+ NDIS businesses have saves hundreds of hours each week with Astalty.

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Chasing paperwork shouldn't feel like

Chasing paperwork shouldn't feel like a full-time job

Service Agreements, consent forms, risk assessments, and expiry dates can be challenging to track across a growing caseload. Astalty keeps everything organised with tools that track records, run reports, and send notifications so nothing slips through the cracks.

We have the solution

Always Audit-Ready

Track documents, monitor expiries, and run reports so you are always prepared for compliance reviews and audits.

Track Every Record

Monitor Service Agreements, consent forms, risk assessments, and any custom record types your organisation needs.

Status at a Glance

See which records are current, missing, or expired instantly without manual cross-checking.

Custom Alerts

Get notified when documents are about to expire, ensuring you never miss renewal deadlines.

Compliance Confidence

Stay ahead of compliance requirements with organised documentation that is always accessible.

Reports That Do the Heavy Lifting

Run powerful reports to gain organisation-wide oversight of Participant documentation without manual spreadsheets.

Organisation-Wide Oversight

Run reports to see which records are current, missing, or expiring across your entire caseload.

Filter with Ease

Search by record type, status, coordinator, team, or Participant for targeted reporting.

Expiry Monitoring

Find documents expiring this month or next, keeping you proactive with renewals and updates.

Export and Share

Export reports for meetings, audits, or internal reviews with complete, accurate data.

Flexible Setup to Fit Your Organisation

Tailor the system to suit your business with custom record types and clear expiry rules.

Custom Record Types

Create record types that reflect the documents you need, from Service Agreements to risk assessments.

Required or Optional

Mark records as required or optional, making it clear what documentation is essential.

Clear Expiry Rules

Set expiry dates for each record type and get notified when renewals are due.

Attach or Link Documents

Keep everything organised by attaching new files or linking existing documents directly to each record.

Easy Record Management

Managing records is simple and flexible with tools that make updates, digital signing, and tracking effortless.

Update on the Spot

Edit expiry dates, add new documents, or make quick changes without navigating away.

Send for Digital Signing

Send records for digital signing directly through Astalty with DocuSign integration.

Clear History Log

Track every action with a complete history showing when and where documents have been sent.

Built for Real-World Teams

Permissions ensure staff see only assigned Participants while managers get organisation-wide visibility.

Complete Solution

Works With Your Whole Workflow

Participant Records are just one part. See how they connect with the rest of your operations.

User Records

User Records

Keep staff documentation organised and compliant. Track checks, expiry dates, and required records all in one place.

Risk Management

Risk Management

Identify and track risks across your organisation. Assign controls, make them visible to staff, and ensure nothing slips through the cracks.

Streamlined Operations

Streamlined Operations

From automatic funding periods to referrals flowing directly from your website. Explore ways Astalty streamlines your business.

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

Questions

Frequently Asked Questions

Still have questions? Chat with our team.

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