Participant and family portal

Keep participants and families informed

Without fielding every question by phone.

Participants, nominees and families will see upcoming shifts and who is coming, read shared updates, review budgets and sign documents in a secure portal and app. Your team will choose exactly what each person can see.

Book a demoStart free trial

Free for 14 days, with rostering, the support worker app, progress notes and NDIS invoicing. Set it up yourself online.

Coming Q2 2027Participant and family portal is in development. Join early access →

What it will change for you

Fewer “who is coming?” calls

Participants and families will see upcoming shifts, the worker’s name and photo and any changes as soon as they are made.

Transparency that builds trust

Shared updates, budget summaries and invoices will be available whenever families want them, on terms the participant agrees to.

Paperwork done without a visit

Service agreements, consent forms and care plans will be signed in the portal, with every version kept.

How families will get access

  1. Step 1Participant consentsSoon

    The participant or nominee agrees who can see what.

  2. Step 2Invitation sentSoon

    Family members receive a secure invitation to the portal.

  3. Step 3Portal openedSoon

    They see shifts, updates and documents they are permitted to view.

  4. Step 4Ongoing contactSoon

    Requests, feedback and signatures flow back to your team.

See it in the app a closer look at the screens your team uses every day.

Upcoming shifts
Shift requests and cancellations
Shared updates
Budget summaries
Consent first

Participants will decide who sees what

The portal will be built around the participant’s choice and control. Each family member, nominee or guardian will be invited individually, and the participant or their decision-maker will choose which shifts, updates, budgets and documents they can see. Access will be logged and can be withdrawn at any time.

  • Individual invitations for each family member
  • Access set by the participant or nominee
  • Every view logged
  • No cost to participants or families
Features

What’s included

8 features

  • Upcoming shiftsSoonThe participant’s schedule with worker names and photos, and notifications when a shift changes.
  • Shift requests and cancellationsSoonParticipants and nominees will request changes or cancel shifts, with the request going to the coordinator and the notice period recorded.
  • Shared updatesSoonSelected notes and photos from shifts shared with family, with the participant’s consent.
  • Budget summariesSoonPlain-language summaries of how the participant’s plan budget is being used and what remains.
  • Invoices and statementsSoonInvoices and statements for self-managed participants and their nominees, available to download.
  • Documents and e-signaturesSoonService agreements, consent forms and care plans to review and sign.
  • Feedback and complaintsSoonParticipants and families will give feedback or raise a complaint directly, logged in your complaints register.
  • Consent-based accessSoonEach family member or nominee will see only what the participant has agreed to share, and access can be changed or removed at any time.

Works with the rest of CompanionAxis

Participant records

Nominees, guardians and family contacts on the participant record will become portal users.

Explore Participant records →
Forms

Service agreements and consent forms will be sent to the portal for e-signature.

Explore Forms →
Messaging and notifications

Shift changes and updates will reach families through the same notification system your team uses.

Explore Messaging and notifications →

Questions buyers ask

When will the family portal be available?

The portal is in development. Join early access to be told when it opens and to help shape it.

Will participants or families pay to use it?

No. Participants and families will never pay for CompanionAxis, and there are no per-participant fees.

Who controls what families can see?

The participant, or their nominee or guardian, will decide what each person can see, and your team will set it up in the portal settings. Access will be able to be changed or withdrawn at any time.

See CompanionAxis in your organisation.

A 30-minute walkthrough set up around your services, your rostering and how you claim from the NDIS. No obligation.

Contact

Book a demonstration

Tell us about your organisation and we’ll show you CompanionAxis set up for your participants, rosters and claims. A member of the team replies within one business day.

We use your details only to arrange the demo. See our privacy policy.

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