Content Comparison

HR

HR Team

Adding Salesforce User and Service Resource via Okta

Onboarding

 Sales

Syncing a Contact with the NDIS

Onboarding

 Sales

 Onboarding clients with Opportunities > Service Agreement

Onboarding

Sales

SIgning a Service Agreement

Rostering

Dispatcher

Work Order Management

Rostering

Dispatcher

Service Appointment Management

Rostering

Dispatcher

Using the FSL dispatcher console (gantt view)

Rostering

Dispatcher

Rostering

Dispatcher

Matching Service Resources to Client.

Rostering

Dispatcher

Dispatching Service Appointments

Rostering

Dispatcher

Work Plans and templated services

Client Management

Client Manager

Cancelation Rules - who gets paid? For NDIS Participants:
Concept Care cancellation policy is in accordance with the NDIS price guide and will vary in-line with the
price guide.
The notice period for NDIS participant cancellations is 7 days. • A cancellation fee at the full cost of the
scheduled service will be billed if the service is cancelled with less than 7 days’ notice or the customer is not
at home at the time scheduled. • If a customer rejects the offer of a suitably compatible alternate worker
and therefore cancels the service with less than 7 days’ notice, the full cost of the scheduled service will be
billed.
Where a provider has a Short Notice Cancellation (or no show), they are able to claim 100% of the agreed
fee associated with the activity from the client's plan, subject to the NDIS Pricing Arrangements and Price
Limits and the terms of the service agreement with the client.
A cancellation is a short notice cancellation if the client:
• Cancels supports with a notice period of less than 7 days, or
• Does not show up for a scheduled support within a reasonable time, or is not present at the agreed place
and within a reasonable time when the provider is travelling to deliver the support
Information relating to cancellation fees can be found by visiting the NDIS website
https://www.ndis.gov.au/providers/pricing-arrangements

For Home Care Package Clients:
• The notice period for customer cancellations is 72 hours. • A cancellation fee at the full cost of the
scheduled service will be billed if the service is cancelled with less than 72 hours’ notice or the customer is
not at home at the time scheduled. • If a customer rejects the offer of a suitably compatible alternate
worker and therefore cancels the service with less than 72 hours’ notice, the full cost of the scheduled
service will be billed.
Where a provider has a Short Notice Cancellation (or no show), they are able to claim 100% of the agreed
fee associated with the activity from the client's Home Care Package and the terms of the service
agreement with the client.
A cancellation is a short notice cancellation if the client:
• Does not show up for a scheduled support within a reasonable time, or is not present at the agreed place
and within a reasonable time when the provider is travelling to deliver the support; or
• Has given less than three (3) clear days’ notice for a support for HCP.

Appointment Delivery

Service Resource

Service Resource notified of assignment and or dispatched appointment

Appointment Delivery

Service Resource

Service Resource Check in / Check out

Appointment Delivery

Service Resource

Attributing Travel

Appointment Delivery

Service Resource

Creating Cases/Incidents

Appointment Delivery

Service Resource

Attributing Expenses

Client Management

Client Manager

Catching client notes

Client Management

Client Manager

Managing client Goals

Finance

Finance Manager

Timesheet creation

Finance

Finance Manager

Retrying failed payment requests from the NDIS