Feature Focus

April 3, 2024 in Feature Focus

Reconcile Payments from NDIS Uploads

A NDIS Payment file can be imported and reconciled against a corresponding NDIS bulk Upload. Results can be filtered by Success or Error etc and powerful utilities used to fix…
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March 14, 2024 in Feature Focus

eTrack Calendars and Rostering

Calendars is a graphical view of all your Tasks by Staff Member or Participant. This will boost the usability of Task Management and allow Rostering of Support Workers… Continue reading…
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February 21, 2024 in Feature Focus

OUTLOOK 2023 Magazine

For the third year eTrack is proud to be featured in the National Disability OUTLOOK 2023 magazine discussing why we believe the NDIA are empowering Support Coordinators in preference to…
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February 21, 2024 in Feature Focus

973 Release Notes

Improved Security : 2 Factor Authentication & Device Detection, Track PACE Participants, Invoices Tab speed up, Easier to use Tasks including the eTrack App, Editing Agency Managed Time, Clear Upload…
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January 20, 2024 in Feature Focus

OUTLOOK 2022 Magazine

In the National Disability OUTLOOK 2022 magazine eTrack discussed how support coordinators are embracing technology and what they are looking for in a system. The benefits of eTrack’s unique ‘object’…
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June 1, 2023 in Feature Focus

Participant Dashboard

View all key Participant information on one screen such as personal details, alerts, emergency contacts, budgets, invoice status, upcoming tasks and goals. Continue reading →
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May 31, 2023 in Feature Focus

Create Contacts

Creating Contacts is fast and easy since you can create Provider Companies and Individuals directly within the Participant Contacts tab and have them saved in your CRM. Continue reading →
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March 1, 2023 in Feature Focus

Service Forecasts + Provider Tracking

eTrack Services Registers or Forecasting track the complete Participant’s budget across all Service Categories (not just the ones you are booking time to). They also track the separate Provider Services…
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January 1, 2023 in Feature Focus

Warnings and Missing Fields

To prevent invoicing and upload issues and keep auditors happy eTrack has two really useful exception tabs. Warnings showing Participants that may require checking up on, and ‘Missing Fields’. Continue…
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April 1, 2020 in Feature Focus

NDIS Portal Upload

If you are NDIS registered and have Agency Managed Participants then eTrack can be used to prepare an ‘NDIS Upload’ .csv file. An Upload # is assigned providing auditing and…
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May 12, 2023 in Feature Focus

972 Release Notes

Release 972 includes a fresh new user interface, updating the look and feel and giving you more screen space. A Master report has been added of all fields you can…
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May 12, 2023 in Feature Focus

971A Release

Time booked is accurately linked to Case Notes and can be edited inside the Case Note. Book to multiple Support Line Items on one Case Note such as Travel Hrs,…
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May 8, 2023 in Feature Focus

Move Time

Move Time is a powerful new utility to fix up service bookings when incorrectly entered. You can move time between Plans, Dates, Staff, Support and Budget Items. Continue reading →
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May 7, 2023 in Feature Focus

Service Forecasts

The Service Register tracks a Participants budgets and Forecasts. Enter Budgets from the 15 Core, Capital and Capacity funding areas and track Allocations and Remaining amounts. Continue reading →
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May 6, 2023 in Feature Focus

Real time Dashboards

Graphs and dashboards provide a fast, visual way to see how your business and staff are performing. View how many Participants you have and see a trend over time. See…
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May 6, 2023 in Feature Focus

Case Note Summary & Alerts

To keep the NDIS and your Plan Managers happy eTrack includes a detailed list of service dates when emailing Invoices. eTrack optionally attaches this report in addition to the Tax…
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April 11, 2023 in Feature Focus

Analysing Data

eTrack includes powerful, yet simple to use, tools to analyse your data, directly on the screen. No long list of predefined reports you don’t know which does what. Simply click…
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April 11, 2023 in Feature Focus

Expenses

As well as Hours, eTrack allows billing to Kilometres (eg Provisional Travel) or Dollars for Purchases or Respites, Accommodation nights, SILs or any other Quantity of any Unit type. We…
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February 11, 2022 in Feature Focus

Invoice Service Dates

To keep the NDIS and your Plan Managers happy eTrack includes a detailed list of service dates when emailing Invoices. eTrack optionally attaches this report in addition to the Tax…
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October 23, 2021 in Feature Focus

Task Management

You’re probably aware of the uncanny truth in the saying “If you want something done give it to a busy person” … and may remember how efficient you were in…
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September 30, 2021 in Feature Focus

The eTrack App

When on the road and to multitask at your desk, the eTrack App gives easy access to information and the entering of case notes, time, tasks and signatures. Continue reading…
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May 6, 2015 in Feature Focus

Keep Goals in Front of Mind

eTrack helps keep a Participant’s Goals forefront of your mind. By linking Case Notes and Tasks to Goals and seeing the reverse, Participants and auditors are kept happy. Continue reading…
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October 6, 2021 in Feature Focus

OUTLOOK 2021 Magazine

eTrack is pleased to be featured in the technology sections of the National Disability OUTLOOK 2021 magazine discussing what to look for when choosing a CRM. Continue reading →
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October 6, 2021 in Feature Focus

Booking Time

Along with Case Notes, booking time is key to your business and needs to be accurate. So being able to adjust entered time may be important from time to time.…
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September 30, 2021 in Feature Focus

Case Notes

A holistic view of all Case Notes is fundamental. Scroll to view notes by all staff, including emails, view a summary, book time, link to goals and create new Case…
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