- SOLUTION
Operational Solutions
Intelligen’s operational tools streamline compliance, document management, task tracking, and API integrations.
With the Task Manager, detailed Reporting, and API capabilities, you can automate workflows, track performance, and ensure compliance with ease.
- OPERATIONS
API integration
Easily integrate your tools, like accounting, digital signing, and communication systems, into Intelligen to streamline your business operations with one platform.
- Extensive API Library
- Connect finance, e-signing, and other care tools.
- OPERATIONS
Reports
Track compliance, monitor budgets, and analyse performance with detailed, customisable reports.
- Client Compliance Reports
- Employee Compliance Reports
- Funding Reports
- Roster Reports
- Kilometre Usage Reports
- Client Training Reports
- Compliants & Other Compliance Reports
- PREMIUM ADD-ON
Business Intelligence Dashboard
Turn operational data into deep, decision-ready insights that reveal how your organisation is truly performing.
- Spot workforce coverage gaps instantly with visual heatmaps across locations and time periods.
- Understand profitability by location to identify strengths and risks.
- Measure compliance momentum over time, not just completion status.
- Customise the dashboard around your own data points and metrics.
- OPERATIONS
Task Manager
Intelligen’s Task Manager replaces traditional notification systems with clear, actionable tasks.
- Proactively generates tasks for expiring agreements, documents, training, and compliance events.
- Instantly filter by user, priority, client, compliance type, or status to reduce overwhelm and focus on what matters most.
- Team members can create and assign tasks to each other to manage workflow
- PREMIUM ADD-ON
Digital signing and automation
Create and send digital agreements directly within Intelligen, with signed documents automatically updating compliance records.
- Create your own digital signing templates and send them instantly to new clients or carers straight from intelligen.
- Once signed, the agreement updates compliance records and is securely saved in Intelligen.
- Automatic reminders are sent if documents are not signed within the required timeframe.
- Reduces admin back-and-forth while removing the need for separate signing subscriptions.
- ENTERPRISE TIER
What can be customised?
The following customisations are available for organisations on our Enterprise tier:
Custom API Integrations
We build tailored API integrations, including custom data mapping and embedded functionality within Intelligen.
Custom Reports & BI
We create reports using your required data points and custom fields for clearer operational visibility.
Custom Notifications & Task Workflows
We design custom notifications and Task Manager rules to match your internal processes.
- 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