What states do you operate in? This will determine which NDIS price books we upload.
QLD
NSW
What products/services do you deliver?
Supported Independent Living (SIL) - DCR
Occupational therapy - Clear Sky
Behavioural support - Clear Sky
Support coordination - Clear Sky
Specialist support coordination - Clear Sky
How many Service Resources do you have?
What are the differences in operations between DCR and Clear Sky?
What records/data need to be attributed specifically to each business?
Will Clear Sky and DCR use the same Salesforce Org?
DCR - NDIS (SIL)
Clear Sky - Allied Health
How many participants to you deliver for?
DCR - 75+
Client Care - 300+
How many Maica Licenses do you need? - $35 Per License
Are your Service Resource Available hours inherited by a particular Service Territory?
What specific scheduling/rostering needs do you have? Eg 7 day on 7 day off schedule?
Where will you manage Service Resource absences?
Do you schedule multiple participants to singular Service Appointments?
Do you schedule multiple Service Resources to single Service Appointments?
Do you schedule multiple Service Resources to multiple Participant Service Appointments?
Do your Service Resources have a capacity on what hours they can deliver per day/week/month?
How are your timesheets currently generated? Weekly, fortnightly or Monthly etc
What is your invoicing/claim period?
How do you currently handle expenses for the Service Resource?
How do you currently handle travel/KM costs for the Service Resource?
What is the current process for logging cases and incidents?
How are Accounts (Organisations) currently classified and recorded?
Record Client Cancellation rules in user stories.
Provide a list of Profiles starting from Syetem Admin (top) to bottom
Will all Service Resources have the same access level?
Is this likely to change in the future?
How do you currently match clients to service resourcing?
In FSL the Optimiser uses the following attributes to (optionally) automatically assign Support Workers to Service Appointments using the following attributes:
Skills
Preferences (Operating hours)
Resource Preferences (manually relate to Contact then Work Order inherits from Contact)
Service Territory
General
Content
Integrations