✨ CRM Overview
Customer Relationship Management (CRM) lies at the heart of Vertex360, providing a centralized and intuitive platform for service providers to manage their participants effectively. The CRM module streamlines the management of participant information, from listings to individual profiles, ensuring a seamless and organized experience for NDIS service providers.
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The CRM module of Vertex360 offers a streamlined and intuitive interface that allows service providers to access and manage all aspects of participant information. From participant listings to individual profiles, the CRM module provides a centralized location for managing crucial participant data.
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01 - Participants Listing
The participants listing feature enables service providers to view and manage all participants in a single, easy-to-navigate screen. With advanced filtering and sorting options, finding the right participant information has never been easier.
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02 - Participants Profile
Each participant's profile includes several modules that provide detailed information and management options.
a. Dashboard
The participant dashboard offers a quick snapshot of a participant's status, including key metrics, recent activities, and upcoming appointments. This centralized overview allows service providers to track progress and make informed decisions about the participant's care plan.
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b. Case Notes
The case notes module provides a secure and organized platform for documenting and reviewing participant interactions and progress. Service providers can create, edit, and manage case notes, ensuring that all team members have access to the most up-to-date information.
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c. Forms
Vertex360's dynamic forms module enables service providers to create and manage customizable forms for various purposes, such as assessments, goal setting, and service agreements. This flexible feature ensures that all essential information is captured and stored effectively.
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d. Documents
The documents module allows for easy uploading, organization, and management of all participant-related documents. Service providers can securely store and access important files, such as consent forms, care plans, and progress reports.
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e. Risk Assessment
The risk assessment module in Vertex360 is a comprehensive tool that allows service providers to identify, evaluate, and manage potential risks associated with each participant. By utilizing an intelligent backend system, the module automatically detects risks based on submitted assessment forms.
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The risk assessment forms can be tailored to capture specific details about a participant's circumstances and support requirements. Once the form is submitted, the system evaluates the responses against predefined conditions, effectively identifying and quantifying the risks associated with the participant.
Following the risk identification process, the Risk Rating section displays all recorded risks for each participant. This powerful feature enables managers and service providers to not only rate the risks but also develop and implement risk mitigation strategies.
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The Risk Rating section also provides a platform for service providers to monitor and regularly update the progress of risk mitigation efforts. By offering a comprehensive and transparent view of risk management activities, the Risk Assessment module ensures that all risks are effectively managed, meeting the necessary compliance requirements for each participant.
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In conclusion, the Risk Assessment module in Vertex360 is an invaluable tool for NDIS service providers, enabling them to proactively identify and manage potential risks to the participants in their care. By incorporating an intelligent backend system, customizable forms, and a transparent Risk Rating section, the module facilitates seamless risk management and compliance efforts, ultimately improving the quality of care and support provided to participants.
f. Appointments
The appointments module enables service providers to schedule, track, and manage appointments for participants. This user-friendly feature allows for seamless coordination of appointments and ensures that all team members stay informed about upcoming events.
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g. Settings
The settings module allows service providers to configure and manage various aspects of the CRM, such as user access, data privacy, and notifications. By offering a high level of customization, Vertex360 ensures that the CRM meets the unique needs of each service provider.
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Conclusion
BearPlex's Vertex360 CRM module is a powerful and innovative solution for NDIS service providers, offering a comprehensive and user-friendly platform for managing participant information. By streamlining processes and centralizing data, Vertex360 CRM has revolutionized the way service providers engage with their participants, ultimately improving the quality of care and support provided.
✨ HRM Overview
The Human Resources Management System (HRMS) in Vertex360 offers a comprehensive suite of tools designed to optimize and support the human resources needs of NDIS service providers. At the core of the HRMS lies the Applicant Tracking System (ATS), which streamlines the recruitment process, enabling service providers to efficiently find, evaluate, and onboard new talent.
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ATS Overview
The Applicant Tracking System in Vertex360 offers a powerful suite of tools for managing the recruitment process from start to finish. With features such as applicant management, case notes, interview scheduling, and seamless onboarding, the ATS ensures a smooth and efficient recruitment experience for both service providers and candidates.
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01 - Add New Applicants
The ATS enables service providers to add new applicants into the system manually, ensuring that all candidate information is accurately captured and stored in a centralized location. This feature allows for easy organization and tracking of applicants throughout the recruitment process.
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02 - Applicant Case Notes
The applicant case notes feature provides a secure and organized platform for documenting and reviewing all candidate interactions and progress. Service providers can create, edit, and manage case notes, ensuring that all team members have access to the most up-to-date information about each applicant.
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03 - Interview Scheduling and Offers
The ATS streamlines the interview scheduling process, allowing service providers to send interview offers directly from the system. Once an interview offer is sent, an email is automatically triggered and sent to the applicant, ensuring efficient communication and coordination. This feature helps to reduce the time and effort involved in scheduling interviews, enhancing the overall recruitment experience for both service providers and candidates.
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04 - Onboarding
The onboarding feature of the ATS simplifies the process of bringing new hires on board. Once a candidate has been selected, service providers can onboard them directly from the system. This action creates login credentials and sends them to the applicant, allowing them to set up their profile and access the necessary resources to start their new role. By automating the onboarding process, the ATS ensures a seamless transition for new hires while reducing the administrative burden on service providers.
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Conclusion
The Vertex360 Applicant Tracking System is a game-changing solution for NDIS service providers seeking to streamline and enhance their recruitment processes. By offering a comprehensive suite of tools, including applicant management, case notes, interview scheduling, and seamless onboarding, the ATS has revolutionized the way service providers find, evaluate, and onboard new talent. As a result, NDIS service providers can now focus on what matters most - providing the best possible care and support to their participants.
✨ Advanced Form Designer Overview
Vertex360's innovative Form Designer module revolutionizes the way NDIS service providers create and manage forms. This unique feature provides unprecedented customization and flexibility, empowering super admins and service providers to design tailor-made forms that cater to their specific needs and compliance requirements.
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Form Designer Overview
The Form Designer tool in Vertex360 offers a user-friendly interface that enables both super admins and service providers to design and build forms from scratch. By moving away from the traditional approach of pre-built forms, the Form Designer empowers users to create forms that perfectly suit their unique requirements and compliance needs.
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Form Creation and Management by Super Admins and Service Providers
Super admins have the ability to design forms that can be made available to all service providers using the system. This ensures consistency across the platform and enables super admins to maintain control over core aspects of the NDIS management system.
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Service providers, on the other hand, can create additional forms from their dashboard, which can be filled out by field workers for specific participants or for their own compliance needs. This flexibility allows service providers to adapt the system to their unique requirements and streamline their workflows.
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Multiple Field Types and Advanced Features
The Form Designer tool offers a wide variety of field types and advanced features that allow users to create highly customized and functional forms. These field types include sections, text fields, numbers, booleans, tables, conditional checks, and more. This extensive range of options ensures that users can create forms that capture all the necessary information while maintaining a user-friendly interface.
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Conclusion
The Vertex360 Form Designer is a truly innovative and unique feature that has transformed the way NDIS service providers manage and create forms. By offering unparalleled flexibility, customization, and a user-friendly interface, the Form Designer has set a new standard in the NDIS management system market. As a result, service providers can now efficiently design and manage forms tailored to their specific needs, ultimately improving the quality of care and support provided to their participants.
✨ Coordination of Support & Plan Management Module
Vertex360's Coordination of Support & Plan Management module is an essential solution that significantly enhances the efficiency and effectiveness of NDIS service providers in managing budgets, tracking hours, and processing claims and invoices. This comprehensive module offers features such as real-time budget tracking, seamless case note management, bulk NDIS claim generation, integration with accounting software, and more, ensuring service providers can focus on delivering quality support to their clients while maintaining smooth administrative processes.
Support Coordination:
The Support Coordination feature in Vertex360 enables service providers to create budgets and track hours against any supported item in the NDIS Price Guide, ensuring accurate and real-time budget management. Budget allocations can be easily monitored, allowing service providers to make data-driven decisions and optimize their resources.
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Case note management is also simplified within the Support Coordination module, as it efficiently captures both billable and non-billable entries. This user-friendly system allows for easy documentation and review of case notes, ensuring that all team members have access to up-to-date information about each client.
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In addition, Support Coordination streamlines NDIS claims and invoicing by enabling the generation of bulk extracts. These claims and invoices can be imported into accounting software like Xero or QuickBooks with just a few clicks, eliminating the need for time-consuming manual claiming. This seamless integration reduces the risk of errors and significantly improves the speed and efficiency of financial management.
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The Support Coordination module also offers interactive dashboards and reports, which provide valuable insights into service delivery performance. Users can easily generate case note reports, client statements, and keep track of billable hours, ensuring timely and accurate reporting.
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Plan Management:
The Plan Management module in Vertex360 complements the Support Coordination module by allowing service providers to create funding plans, budgets, and add services against them. Service providers can easily track and manage multiple funding plans for each participant, ensuring that all allocated resources are used effectively and in accordance with the participant's goals and needs.
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By closely linking these two modules, Vertex360 ensures seamless management of both support coordination and funding plans, ultimately leading to a more efficient and well-organized service delivery process. This integrated approach enables service providers to deliver a high level of care while minimizing administrative tasks and focusing on what truly matters – the well-being of their clients.
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