Client Management
Intelligen’s Client Management system streamlines every aspect of client care.
From centralising client data and compliance tracking to seamless team matching and training audits, providers can manage client budgets, customise data fields, and effortlessly create various registers for risk, incidents, and more.
intelligen ensures full oversight and compliance with ease.
Centralised Client Info Sharing
Intelligen centralises client data—service agreements, care plans, and assessments.
Create Client Teams
Easily assign care teams and match workers with clients. Automated auditing allows providers to track and manage training compliance effortlessly.
Document Compliance
intelligen tracks document expiration, ensuring key documents like care plans and agreements stay updated. Automatic alerts help providers maintain continuous compliance.
Customisable Client Data Fields
Tailor intelligen to your needs by adding custom input fields for client data, capturing unique requirements or preferences.
Real-Time Client Budget Tracking
Track client budgets in real time, monitor spending, and avoid over or underspending.
Instant Client Registers Creation
Create and manage various client registers, from risk and incidents to complaints and disaster management.
- EXPLORE
Explore Other Features
Explore powerful tools built to manage rostering, compliance, clients, operations and more — all in one system.
Automatically flags unexpected increases or drops in client billing.
FUNDING COMPLIANCE
Live funding reports show whether each client’s NDIS funding is on track or needs adjustment.
FUNDING COMPLIANCE
Advanced notification and escalation system that is based on role-based alerts.
CLIENT COMPLIANCE
Customisable and comprehensive incident management workflows escalation alerts.
CLIENT COMPLIANCE
Live training tracking with custom protocols and carer sign-offs.
CLIENT COMPLIANCE
Customisable forms and automated workflows built around your processes.
CLIENT COMPLIANCE
Gain full compliance and operations visibility with Intelligen’s reporting tools.
OPERATIONS
Advanced notification and escalation system that is based on role-based alerts.
OPERATIONS
Custom-built AI, BI, reporting, APIs, and workflows tailored to your organisation
ADVANCED CUSTOMISATION