NDIS CRM & Practice Management Software

For Support Coordinators, Behaviour Therapists, Allied Health, Aged Care,
Providers & other Professional Services

Celebrating 25 years of stability and growth and 9 years of NDIS experience.
Loved by Staff, Admired by Auditors, Feared by Competitors
Close to one click software you’ll love


Efficient Staff

Help more Participants

Goal Focused

Less Paperwork

Case Notes

Supreme efficiency since where SC’s spend most time.  Click to type and scroll.  Book and edit Time, create Tasks, update Goals, view Emails.  Dictate case notes on mobile App.


Relate anyone to anyone else like the real world: Participants, LAC, LGA, Plan Mgrs, Staff and all Providers.


Never miss a report or contact with personalised ‘My Tasks’.  Create from already typed case notes. Schedule in Calendar View, book time, reassign and repeat.


Holistic view of all folders, reports and documents.  Populate from eTrack, email and file in a couple of clicks.


Save hours of copy and paste by viewing emails in Case Notes with auto filing of sent and received emails, synchronised with your external email.  


Book time, km, $ to any NDIS Support Item.  As simple as needed but future proof to any complexity. Auto update of prices. View staff KPIs


Just three steps to bulk email invoices to self and plan managers plus upload to NDIS with intelligent checks at every step.  Reconcile payments and export to Xero etc.


View Tasks by Staff or Participant. Drag and drop Tasks to schedule reports and roster Support Workers. Quickly create and assign new tasks with notifications to the Mobile App.

Proda/PACE Interface

Nightly update of all allowed Participant budgets from MyNDIS and PACE and view totals by Plan, Funding Method, Category, Support Item and Service Bookings.  View changes and apply changes.

Mobile App

Dictate or type Case notes. Book time or use stopwatch. Manage your Tasks. View information on Participants, plans, providers, goals etc.  


All the compliance registers an auditor is looking for: H&S, Risks, Incidents, Feedback, Maintenance, Training, Screenings, RMP, Improvements, etc.  Monitor expires and add new registers.

Quality Control

eTrack intelligently controls quality with Warning and Missing field views, book time plan validation, monitoring of compliance expiries and invoicing checks. 


Participant, staff and business KPI reports and dashboards with intelligence graphs galore.


Powerful ‘excel pivot table’ analysis with a few intuitive clicks to group, filter, sort, tailor fields and colour. Save as personal Views.   


Unlimited staff profiles to control what staff can access and do. Two factor login authentication. Compression and encryption of data on Microsoft Azure servers. 

More Time Together

Professional Services

Regular Contact

ROI – Tangible Cost Benefits

  • Pay only for usage.  Grow and downsize.  Stop and Start.
  • Reduce audit costs by passing first time
  • Enables Support Coordinators to double the Participants they support
  • Minimise staff turnover costs and loss of their Participants
  • Onboard more Participants thanks to LACs and other Participants recommendations
  • Retain more Participants by providing an exemplary service.
  • Invoice accurately with rare rejections.
  • Maximise staff efficiency with staff loading and KPI dashboards.
  • Maximise billable work thanks to over budget warnings as time is booked.

“One click Case Notes with integrated Emails! At last a product that recognizes this importance.”

Jeff Clark – FC of Keystone Counseling and Coordination

“Finally! A company with support in real time. Thanks Team”

Leonie Shawcross – Director of The Junction Cairns

“It’s efficient and so intuitive…I was up and running without a demo or training using the useful videos. They have generous startup offers and as much free training as I need.“

Nada Grbec – Director of Grbec of Grbec Professional Services

“Amazing system! I’m very excited as it’s honestly the only system I found that covers all my desires and successfully replace my current system. I will be sharing this with everyone I know!!”

Naomi Edwards – Director of Find Your Focus

Benefits Users LOVE

  • One click and type Case Notes.   Click and Scroll through all notes and emails.
    This is the #1 reason clients buy eTrack!
  • View real time plan budgets downloaded from NDIS to share with Participant’s 
  • One holistic view of all case notes and emails to scroll through
  • Predefined billing codes for every Plan to make booking time accurate and fast.
  • Be informed by viewing emails and case notes chronologically together
  • Auto populate forms and documents from templates to save time.
  • Meet every deadline or action thanks to ‘My Tasks’
  • Work ‘on the road’ or multi-task efficiently with the Mobile App

Unique Selling Points

  • Free ongoing training and support
  • Free data import in nearly all cases
  • Flexible Pricing to fit your business scenario
  • Your own secure fast database (Microsoft SQL)
  • Direct access to designers and developers to request enhancements
  • Future proof thanks to unique Object design that means you can track anything.
  • Audit trail of everything done for staff monitoring

Questions & Answers

Am I too small for eTrack? It looks quite sophisticated.

Not at all!  We have one user clients starting with no active Participants.
eTrack can look sophisticated with so many features but you can start with eTrack Lite and grow from there.  You’ll be surprised how many of the features you will be using within a week.

Does it really only take 1 hour for a demo and trial training?

Yes! In just 1 hour zoom session we discuss your business needs, do a very quick overview of the company, conduct a thorough demo and train you in accessing and getting going with a trial.   You will learn so much about what is possible it will be a great investment of time even if you don’t proceed with eTrack.

How long is the free Trial? I’m not quite ready.

Contract says 2 weeks but reality is as long as you need. Use eTrack to collate your data while you wait for registration or to leave your job etc. Pay only when you start billing or using in earnest.

Are there volume discounts as I grow?

Yes, volume discounts are on the total monthly expenditure regardless of different licences, starting from $500pm+gst

Does my accountant need a licence?

We offer a complementary licence for accountants to view eTrack data. However if they are doing the invoicing then they need a Licence. You may reason they can do it in just 10 minutes but that is the result of decades of development which is what you are paying for!

Can I share licences, such as between part time staff or contractors?

No, each person logging on needs a separate Licence. This is for your own security so there is a full audit trail of everything they do. However, do talk to us about significantly reduced prices for part time staff, contractors, support workers etc.

Does a Support Worker need a full Licence?

No. The eTrack Mobile App was designed so that is all they need for a very reduced fee. There are significant discounts per Support Worker as numbers grow.

How long to fully deploy eTrack?

A typical deployment might be one hour zoom to get going, another for invoicing and bulk upload, one for document and email setup (if using) and a couple more to fully answer all questions. If a larger client with data migration this may take a couple of weeks. No more than a month (see next faq).

However, we are always happy to help you get more out of eTrack and proactively contact you to tell you about new features and ideas we roll out.

How long will it take you to import my existing Participants?

Data import of 10 to around 100 Participants takes a few days to perfect, a couple more days if hundreds of Participants. Less than 10 may be faster done manually that we can help with. There may be a delay if data needs cleaning.

Audit Compliant

Use compliance registers to help prepare and pass your audit

The NDIS Audit is important but can be expensive and take time to prepare. eTrack will reduce preparation costs and time and auditors will see clearly you are proactively implementing quality processes that are key to passing an audit and maintaining registration.

Designed by NDIS auditors, eTrack comes with a centralized, secure set of Compliance Registers to track Incidents, Complaints, Risks, Compliances, WHS, Screenings, Training and Conflicts of Interest etc.
Search, group and filter the registers; control staff access and add lessons learnt to a Continuous Improvement Register.

Manage Participants

Add and search Participants with all their details and relationships

Core to eTrack are your Participants and all their details. Add a new one in a few seconds so you can immediately start adding Case Notes and Booking Time.
Then retrospectively add personal, goal and plan details. Relate providers, plan managers and referral sources and add personal contacts such as nominees, gradians and relations.
Search across the whole system and analyse your data using eTrack’s powerful sort, filter, group and collapse features.

CRM Repository of all Contacts

Use compliance registers to help prepare and pass your audit

Enter details of Plan Managers, LGAs, LACs, Referral Sources and all your Providers, grouped as you wish. Companies may be related to multiple groups and individuals related to multiple companies allowing fast navigation and zero duplication.

Plan Dashboard

A simple, one page view to define and track Participant’s Plans

For each plan, select the support category that defines the rates; the funding method used to auto invoice; enter plan start and end dates and the planned hours. Optionally reserve a budget for reporting and adjust the hours left if onboarding part way through.

Keep track of hours and dollars planned, done, left, gone over, not yet invoiced and billed and view a graph providing a guideline of ideal expenditure throughout the plan period.

Case Notes

So fast and easy to use you’ll type as you talk to maximise efficiency

Smoothly scroll through all Case Notes from all staff without having to click each to read.
Click to start typing; book time; create a task by selecting text; link to a Goal; select a Note type and view Signatures entered on the eTrack App. Paste pictures, tables and hyperlinks and on the App record using your voice.
Use security to control which staff can view and edit and if notes become read only after a set period.

Book Time

Easy entry of time from Case Notes, Tasks and your weekly Timesheet

Book time from Case Notes, Tasks or a weekly Timesheet. Select the Participant’s Plan, Support Category and Line Item and view the associated activity code and rate. See the hours left reduced as time is entered. Optionally select a budget item, change the date or choose not to bill the time.

Setup eTrack to book time to any of the 1000+ NDIS price codes and the dialog will intelligently change to be as simple as needed.

Invoicing and Bulk Uploads

Invoice all Participants in a few clicks + bulk upload with minimal rejections

Based on a plan’s funding method, eTrack intelligently creates Invoices for all Participants at once in just a few clicks. Emails are automatically populated and a pdf of the invoice attached. Optionally edit the emails and send in one go. Then export them all to Xero, MYOB or Recon etc.

Similarly do a bulk upload to the NDIS Portal in just a few clicks for all Agency Managed Participants at once.
eTrack’s invoicing understands the intricacies of the NDIS bulk upload and Plan Manager invoice requirements and applies many checks to almost eliminate rejections.

Task Management

Sleep well at night knowing all staff actions are logged

Each day, proactively work through your ‘to do’ list of Tasks. Tick Done; update a recuring task’s due date; reassign to a colleague, add some notes and book time.

Tasks such as the End of Plan Review come from Participant templates; others are created by selecting case note text or you can create Tasks in the Participant’s plan.

View Tasks by participant, staff member, plan manager or provider and cross reference tasks with Goals.

Smartphone App

Perfect for Support Workers, plus when travelling or to multi-task at your desk

The eTrack App is perfect for Support Workers to be notified of Tasks and to view Participant details, but also extensively used by Support Coordinators when out and about and also to multi-task while at the computer.

A comprehensive addition to eTrack it provides access to all Participant details including Plans, Goals, Case Notes, Time, Providers and Plan Managers etc.
Book time, optionally using a timer, add Case Notes and record a signature from the Participant that is immediately synchronised with eTrack.

Document Management

Holistic view of all Participant and Policy Documents

eTrack includes a fully featured document management system, synchronised with your cloud-based storage such as Onedrive, Dropbox or Googledrive.

Simple and fast to use, eTrack automatically indexes all of your documents with no need to check in/out or upload/download files. eTrack can record and search millions of documents across multiple servers and offices using extensive meta data.

Quickly create new documents, automatically populating them with fields from eTrack.

Synchronised Email

Auto file your emails with two-way synchronisation with your email system

eTrack has a fully featured Email system that synchronises with your existing Email such as Office365, Gmail, Outlook or Apple Mail etc. Emails are automatically filed based on rules and fully integrated with the rest of eTrack.

Create new emails, attach documents, add security and auto file.

A cut down version of the Email module used to email invoices is complementary.

NDIS Prices

Flexible and scalable to support the whole NDIS Price guide

Beautiful in its simplicity to support any structure and combination of the 1000+ rates from the NDIS Price Guide plus all likely future complexities.

Rates are defined in a 3-level structure of Funding Areas, Support Categories and Line Items. Add only what you need but expand as you wish. For example: Support Coordination, Psychosocial Recovery Coaching, OT, Behaviour Support, Community Access, Allied Health etc. etc.

For complex funding, setup multiple concurrent plans or multiple support categories within one plan or combine line items from multiple Support Categories, eTrack is powerfully flexible and scalable.
Prices are automatically updated (or you can opt out!) and booked time maybe backdated to the new rates.

Participant Service Funds

Track the funding and allocation of all Participant’s funds

A likely question from Participants is when does my plan finish and what funds are remaining. As a Support Coordinator it is good if have this information quickly accessible in eTrack.
eTrack allows you to set up a Service register of all funds in a Participant’s plan and track the allocation and balance.


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