Overview
Live
7D
30D
90D
6M
Export
New
C
Finish setup
2 of 4 complete
Complete your provider profile
Connect email
Invite your team
Add your first participant
Total intakes
now
prev
48
+14%
prev 42
Active participants
31
+9%
prev 28
Pending participants
12
−8%
prev 13
Documents complete
22
+22%
prev 18
Needs attention
5
!
2 NDIS plans have expired
Mia Chen, Oliver Grant
Participants
!
1 reportable incident awaiting review
Submitted 2 days ago at Northside House
Incidents
3 shift notes missing
From shifts completed this week
Shifts
2 staff have expired critical documents
First aid certificate, NDIS worker check
Staff
AUD 5,877 in unpaid invoices
18 invoices in draft or sent
Payroll
Compliance score
target 80
–
Apply
Export
Staff
30%
64
Clients
30%
71
Incidents
20%
88
Shift notes
10%
94
Payroll
10%
58
Intakes and onboarding
Oct 2026
intakes
14
onboarded
11
Onboarding funnel
46% end to end
Alerts and activity
1 high
2 medium
2 low
Live
Reportable incident submitted
Northside House · reported by Sam Patel
12m
Mark read
New intake via web form
Ava Thompson submitted the intake form
40m
Mark read
Shift note overdue
Morning shift with Leo Martin, 14 Oct
2h
Mark read
4 shifts completed
Marked complete by staff
Today
Mark read
Reschedule request approved
Grace Wilson · Thu 23 Oct
Yesterday
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View all alerts
Mark all read
Shift density
this week · 284 shifts
Intake status
Not contacted
2
14%
Contacted
1
7%
Magic link sent
1
7%
Ready for contact
1
7%
Interested
2
14%
Onboarded
7
50%
Recent intakes
AT
Ava Thompson
20m ago
Not contacted
NP
Noah Patel
1d ago
Contacted
IN
Isla Nguyen
2d ago
Interested
LM
Leo Martins
3d ago
Not contacted
LM
Leo Martin
3d ago
Interested
RW
Ruby Walsh
6d ago
Ready for contact
JR
Jack Russo
8d ago
Magic link sent
MC
Mia Chen
77d ago
Onboarded
View all participants
Automation logs
Total executions
Executions
217
Successful
199
92%
Failed
0
Running
1
Throughput
217 / month
Average time
18 min
Last processed
Staff daily shift reminder · 5 days ago
All workflows operational
Automation logs
Email integration
Not configured
Receive referral emails as intakes
Set up now
Birthdays this week
Grace Wilson
turning 34
Thu
23 Oct
Henry Brooks
turning 52
Mon
27 Oct
Payroll
AUD 5,877
unpaid
Next pay run
Fri 24 Oct
29 Sep – 5 Oct
$8,994
22 – 28 Sep
$9,193
15 – 21 Sep
$1,650
Preview