All posts

How to Choose your Care Management Software (CMS)?

How to Choose your Care Management Software (CMS)?

Table of content

How to Choose your Care Management Software (CMS)?

Choosing the best care management software is essential to help your business grow and provide better care to your clients. An ideal software should help your organisation manage costs and reduce admin time. It can be overwhelming when you are just starting to set up your organisation and don’t know what you need. This blog will help you make an informed decision by highlighting the key features and tips to select the right care management software.

What Features to Look for in a Care Management System (CMS)?

What Features to Look for in a Care Management System (CMS)?

When choosing a care management software, knowing which features will be most effective for your organisation is important. An ideal software should not only streamline your administrative workload but also enhance the quality of care you provide. Let's delve into the key features of care management software and explore how they can enhance your service delivery.

Latest Price Guide Auto-update.

Keeping track of all prices for thousands of line items every time NDIS updates the price guide can be daunting, and missing a few is highly likely. automatically updates your services with the latest NDIS Price Guide whenever a price update or a new service is added. With this feature, your team can focus on providing better care while being assured you are charging accurately.

Progress Notes Management

Progress notes (also known as case notes or support logs) are legal documents that NDIS providers are obligated to complete as part of the service delivery process. Shared, up-to-date progress notes ensure better communication among the carers and help keep track of participant goals. 

A convenient software like allows carers to add and access notes from their mobile phones, tablets or desktops at the point of care. You can also create customised templates to document each detail of the service delivery and share it with other carers, guardians or support coordinators.

Staff Rostering

As your organisation grows, managing each staff member's schedule and client preferences becomes increasingly challenging. Not managing the roster can lead to double bookings, cancellations, and no-shows, leading to revenue loss and adversely affecting your reputation.

With’s person-centred care rostering, you can;

  • Create recurrent shifts/appointments for multiple clients
  • Create group rosters for group services
  • Validate staff hours and availability
  • Filter unassigned appointments
  • Filter rosters for each staff and client with personalised roster access to each staff

Rostering the right staff is essential to keep client data private and secure. Also, helps you match caregivers with clients based on skills, compatibility, and certifications. As a result, it helps your team deliver better care and minimise stress. 

Compliant Invoicing

Issuing multiple invoices manually each week can be time-consuming, and minor mishaps often lead to accounting problems and reputation nightmares. 

Bulk invoices and NDIS Payment Requests can be easily generated with's invoicing feature. It integrates with third-party accounting systems like Xero, MYOB and Quickbooks, allowing you to export the invoices in bulk after sending them to the plan managers and the participants directly from the app. As a result, your organisation not only saves time but also reduces the likelihood of errors that can occur with manual submissions.

Tip to Choose The Right Care Management Software

Tip to Choose The Right Care Management Software

Selecting the right Care management software (CMS) is an important decision for your organisation. The ideal CMS should meet not only your current needs but also future requirements to ensure scalability and adaptability. Let's explore the tips to help you make an informed decision.

The Ease of Use

Most healthcare professionals come from a non-technical background. The user-friendly CMS you choose should be easy to use and help your staff to breeze through their workload. Additionally, a care management software should have all the functions a provider requires to provide better care to the participants. For example,'s feed feature allows your team to collaborate, share and obtain real-time updates about your clients. By having all the important documents, such as progress notes and incident reports in one place, your team can easily manage the client's progress in a single view.

Accounting and Funding Sources Integrations

Integrations with third-party software make the system secure and efficient in transferring data. A care management software like integrates with many third-party software like Xero, MYOB, Quickbooks and some funding sources like NDIS, DSS (DEX), MDS, etc.,  making it easy to export data in bulk. As a result, your organisation can ensure accurate payroll processing, reduce administrative tasks and minimise errors.

Privacy and Security

Securely storing client data in an Australian cloud-based system is one of the compliance requirements that your organisation need to follow. Australian cloud-based software like allows you to manage access at both organisational and individual levels, keeping the organisation and client data secure. Besides, your organisation can maintain the integrity of the documents and prevent unauthorized changes.


This is a critical factor, as most systems charge ongoing monthly fees. You can check the set-up costs and include them in your annual budget. Most systems often have high set-up costs that might not be feasible at the beginning of your business journey. offers you a $0 (FREE) setup and unlimited access to tutorials to set up your organisation right from the beginning without investing thousands of dollars and committing for the long term.

Peer Recommendations

Of course, many software systems claim to be the best fit for your organisation. Talking with colleagues from organisations similar to yours is the best way to find out if that is true. Contact your colleagues or businesses you’re connected with to find out if they have used or heard about the systems you have shortlisted. Making a list of pros and cons will help you evaluate how the software will affect your organisation.

Try Before You Decide

Doing your research is always good, but testing it yourself by creating a client profile, services, and a few invoices is always better. It gives you a good idea of the features. Be patient while adapting to a new system. Once you are comfortable, you will make a better decision and better understand what you need and what can be worked around. Get a free account now!

Now that you know how to choose a care management software for your organisation make an informed decision and get excited about going digital.

Get in touch with us, and we can help you during your decision-making process. Contact us today!

Deliver person-centred care at scales with
How to Choose your Care Management Software (CMS)?
How to Choose your Care Management Software (CMS)?
How to Choose your Care Management Software (CMS)? Team is a comprehensive platform designed to seamlessly streamline care management, invoicing, rostering, and compliance process. offers a unified platform for organisations to collaborate with other care institutions and manage care for the elderly, people with disabilities, along with their families and friends.

Visit Author

Save this information for later.

Download the PDF version now.
Thanks for your submission! Please click the button below to download your file.
Download your file
Oops! Something went wrong while submitting the form.
Create custom template on, care management software

You may also like these blogs

NDIS Support and Services 101 - Key Concepts and Terms

NDIS Support and Services 101 - Key Concepts and Terms

Care Management
Business Tips
This blog will help you understand the key concepts surrounding how NDIS support and services are categorised.
Read Post
NDIS Supported Independent Living (SIL) Explained

NDIS Supported Independent Living (SIL) Explained

Care Management
STA and Respite
Supported Independent Living is around-the-clock support for individuals with disabilities or higher accessibility needs,...
Read Post
NDIS Programs of Support Explained

NDIS Programs of Support Explained

Care Management
Group of Supports
This article aims to explain the NDIS Program of Support, the eligibility criteria, documentation necessities, and tips for successful implementation.
Read Post