Intake and scheduling, end to end.

Nightingale demonstration showing participant onboarding workflow from initial enquiry to active rostering for disability service providers. System designed for intake coordinators and scheduling officers managing NDIS participants. Participant onboarding process begins with case note creation. Select onboarding category to initiate intake documentation. Choose required onboarding forms including personal information form. Generate secure client link that participant completes in their own browser. Use Nightingale Connect to send form link directly via email with custom subject line. Completed forms automatically flow back into system without manual data entry. Document emergency and hospitalisation information including Medicare details, next of kin contacts, and medical alerts. Complete home visit risk assessment before first service delivery. Risk assessment covers physical environment hazards, property access points, emergency exits, pet-related risks, and health and safety considerations for support workers. Onboarding tracker displays checklist of all required steps and current completion status. Client 360 view consolidates onboarding progress, safeguarding incidents, medical conditions, case notes, services, and client feedback in single dashboard. Real-time visibility shows completed tasks, outstanding documentation, and items requiring follow-up. Quote building uses integrated NDIS price guide. Add support items by selecting NDIS support category such as Assistance With Daily Life. System auto-populates current NDIS rates. Search for specific NDIS line item codes. Enter required hours or units per week and set service frequency. Preview quote and generate PDF document for participant review. Convert approved quote to active funding with one-click activation. Select plan managed or self-managed funding arrangement. Service agreement auto-populates with all details from quote including services, hours, and pricing. Digital signature collection eliminates manual document handling. Rostering module displays visual calendar showing staff availability. Create appointments by selecting date and time slot. Link appointment to participant's active funding. System displays remaining budget in real-time during scheduling to prevent over-rostering. Select specific funding item when creating shift. Set shift start time and duration. Assign support worker to shift. System flags award breach warnings during scheduling process before payroll processing. Add shift-specific notes or instructions. Saved appointments appear on roster with live budget tracking. Award breach detection tool identifies potential penalty rate issues at point of scheduling. SIL house management view displays all residents, required ratios, and staff capacity across multiple participants receiving 24/7 support. ROC import functionality uploads NDIA Roster of Care spreadsheet directly. System processes file to extract participants, required ratios, and shift schedules. Configure roster period start and end dates. Select import mode for weekly hours or individual shift schedules. Auto-create function generates complete SIL roster including all shifts, ratios, and participant assignments. Generated schedules become immediately active in system for ongoing management.