Can families see the record?

Guardians get their own login and only ever see their own participant: the schedule, details, documents and shift photos, plus the care notes you choose to share. You decide per guardian whether they read every care note or only the shared ones, and they can sign service agreements in the app. They can't change the record.

Do support workers see everything?

They see what they need for the shift in the app: details, goals, care plan, documents and care notes. Private notes and admin notes stay with the office, they only see the documents you tick for them, and with client groups switched on a worker can only open the participants in their groups.

How does signing work?

Pick one of your templates and send it by email. The participant, and their advocate if the document needs one, sign on screen from the link, no login needed, and the link lasts seven days. Your team adds the provider signature and marks it complete, and the signed PDF is filed with its version history. It's a drawn signature, not a certificate-based digital signature.

Can I import my participants from a spreadsheet?

Not yet. Participants are added in the dashboard, one at a time, and our Aussie support team helps you get set up.

Where do progress notes, incidents and budgets go?

On the same participant, just under other tabs. Care notes, incident reports and health logs are covered in Notes & Health Logs, and their funding, invoices and budget in Billing.

How much does it cost?

You pay per user, per month, on one of two plans. Participant profiles, documents, client groups and admin notes come with both; care plans, goals, the guardian portal and the form builder are on Professional. The prices are on the pricing page, or ask us for a quote that fits your business. See pricing

Their Whole Story. One Record. No More Digging.

Profiles, goals, care plans, guardians, plan managers and every signed document, kept on the participant instead of in someone's inbox. Your team finds it on the web or in the app, and you decide who sees what.

Book a Demo See Pricing

The Short Version

One record, not five folders.

NDIS number, plan dates, goals, health details, contacts and documents, all on the one profile.

The whole circle, linked in.

Guardians, plan managers and support coordinators on the record. Guardians log in and see their own person only.

Paperwork signed without the chase.

Service agreements and consents go out from your templates, get signed from an emailed link and land back on the record.

What's Actually in It

1. One Record for Everything About Them

Open a participant and it's all there: their NDIS number and plan dates, who to ring in an emergency, what they're funded for, and twenty sections on how to support them well, from diagnoses and medications to triggers, likes and dislikes. Type 'goals' and only the goal sections are left.

Plan start and end dates, referral source, first day of support, team and status: active, waitlist or archived
As many emergency contacts as they need, each with relation, phone, address and email
The support items their shifts are billed as, each marked NDIS, plan or self managed
Companion Card, Medicare, pension and parking permits ticked off, so nobody has to ask twice
Birthdays and NDIS plan end dates turn up in your dashboard highlights before they arrive
Support workers get the key sections, from diagnoses and medications to triggers, plus goals, care plan and documents, in the Orangised app

2. Goals and Plans Your Team Can Actually Follow

Write the goals down once, then turn them into a care plan: the goal, how it gets done, who's doing it and by when. Update their goals, health or support details and the old version doesn't vanish. Each change saves a numbered version with who made it and a PDF of it.

NDIS goals and personal goals in their own sections of the record
Care plans with a row per goal: how, by who and by when, ready to print
Support plan versions: each change to goals, health and support details kept, with who made it, when and a PDF
A restrictive practices checklist on every participant, with authorisation details
Their own schedule on the record, plus the care notes and health logs from their shifts

3. The Whole Circle, Linked In

Guardians, plan managers and support coordinators live on the participant's record, not in a separate address book. Guardians get their own login and only ever see their own person.

Guardians and advocates
Their own login: schedule, details, documents and shift photos for their person, nobody else.
Care notes, your call
Per guardian, choose every care note or only the ones you share with them.
Plan managers
Pick from your list, and send invoices to the plan manager, the participant or a guardian.
Client groups
With client groups on, support workers only open participants in their groups, and individual and group shifts only take workers from the group.

4. Paperwork Signed and Filed Where It Belongs

Upload a document with an expiry date and who's allowed to see it, and Orangised tells you before it lapses. Service agreements and consents go out from your own templates, get signed from an emailed link, and the signed copy lands back on the record with its history.

Admins get a reminder about two weeks out, a week out and on the day a document expires
You pick, per document, whether support workers and guardians can see it
Version history on every uploaded and signed document: what changed, who did it and when
The participant or their advocate signs from an emailed link, or a guardian signs in the app
Add the participant's active budget to an agreement as its own page
Data collection forms from the Form Builder, filled in from a link with no login

The Participant Record

Everything about them, on one profile.

NDIS number, plan start and end dates, date of birth, contact details and languages spoken
Status (active, waitlist or archived), team, referral source and date, and first day of support
Twenty sections on how to support them, from diagnoses, allergies and medications to triggers, communication, likes and dislikes
Search the sections to jump straight to the one you need
Emergency contacts, as many as they need
Companion Card, Medicare, pension, disabled parking and age cards recorded
Aboriginal and Torres Strait Islander status on the profile
Birthdays and NDIS plan end dates in the dashboard highlights
Admin notes with attachments, filed by category

Goals and Plans

Written once, followed by everyone.

NDIS goals and personal goals on the record
Care plans: the goal, how, by who and by when, with print
Support plan versions: each change to goals, health and support details saved with who made it and a PDF
A restrictive practices checklist on every participant, with authorisation details
Their own schedule on the record, by month, week or day

Guardians, Coordinators and Plan Managers

The whole circle, linked in.

Guardians and advocates linked to the participant, with their own login
Guardians see only their own participants: schedule, details, documents and shift photos
Per guardian: every care note, or only the ones shared with them
Guardians sign service agreements in the Orangised app
Plan managers in one list, picked per participant, with invoices sent to them, the participant or a guardian
Support coordinators linked to their participants, contact details and all
Optional client groups: support workers only open participants in their groups, and individual and group shifts check it

Documents and Forms

Signed, filed and found again.

Documents with expiry dates, and reminders to admins about two weeks out, a week out and on the day
Per document access for support workers and guardians
Version history on every uploaded and signed document
Sign documents made from your own templates, with the active budget added as a page if you want it
Signed from an emailed link by the participant or their advocate, countersigned by your team and filed as a PDF
Data collection forms from the Form Builder, sent by email or as a link, no login needed
Recommendation letters with attachments, kept on the record

The List and the Gallery

Every participant at a glance.

Totals for active, waitlist and archived participants, and accounts that can't sign in
Filter by status, name, NDIS number, mobile, gender or account, in a list or as cards
Export the list to CSV
A gallery of shift photos with their care notes; families only see their own person's

Want to see your participants in it? Book a demo. We set up your portal for you and walk your team through it.

The Honest Answers

What it does, what it doesn't, and no fine print.

No. There's no link to the NDIA's systems. You type the plan dates and supports in once and upload the plan as a document. From then on rosters and invoices work off the record, and the plan end date turns up in your dashboard highlights before it arrives.

Read Up on the Rules

Plain-English guides on the NDIS rules this part of the job runs into, sourced and kept up to date.

Bring Your Messiest Participant File.

Book a demo and we'll set up a participant like yours with you: goals, care plan, guardians and the signing flow, then show you exactly what your support workers and their family see.

Book a Demo See Pricing

Their Whole Story. One Record. No More Digging.