Work with the participant’s whole team
Support coordinators, plan managers, allied health, behaviour practitioners, families and other providers see the parts of the record they need.
A participant’s supports rarely sit with one provider. CompanionAxis gives each member of their wider team limited, consented access to the goals, notes, incidents, budgets and reports relevant to them, takes referrals in from support coordinators and shares service agreements and reports without email chains.
Free for 14 days, with rostering, the support worker app, progress notes and NDIS invoicing. Set it up yourself online.
What changes for you
Everyone works from the same picture
The support coordinator sees goal progress, the behaviour practitioner sees incidents and behaviour data, the plan manager sees what was delivered, so nobody chases updates by phone.
Shared only with consent
Each person gets access to the parts of the record the participant or their nominee has agreed to, and every view is written to the audit log.
Referrals to first shift, faster
Referrals from support coordinators arrive with the plan details and goals attached, so intake, the service agreement and the first roster happen in days, not weeks.
How the care network works
- Step 1Referral arrives
A support coordinator refers the participant with plan details and goals.
- Step 2Consent recorded
The participant or nominee agrees who can see which parts of the record.
- Step 3Access granted
Each team member gets a login limited to what consent allows.
- Step 4Work is shared
Service agreements, notes, incidents and reports reach the people who need them.
- Step 5Families follow alongSoon
The participant and family portal will show shifts, workers and shared updates.
See it in the app a closer look at the screens your team uses every day.
Plan reviews without the paper chase
When a participant’s plan is due for review, the support coordinator needs evidence of progress against goals. With access to the goals and progress notes the participant has consented to share, they can see that progress as it is recorded, and your team shares the plan review report from the record instead of compiling it by hand.
- Goal progress visible as it happens
- Reports built from recorded notes
- Consent recorded for every person
What’s included
9 features
- External team membersInvite support coordinators, plan managers, allied health practitioners, behaviour practitioners, nominees, guardians and other providers with their own logins.
- Consent-based, limited accessChoose which parts of the record each person sees, such as goals, progress notes, incidents, budgets or reports, and record the participant’s consent for each.
- Referrals in from support coordinatorsReferrals arrive with the participant’s details, plan dates, funding type and goals, ready to accept into intake.
- Service agreements shared and signedSend the service agreement to the participant, nominee or plan manager to review and e-sign.
- Reports shared from the recordProgress reports, plan review reports and incident summaries shared with the right people, built from the notes and goals already recorded.
- Coordination with other providersWhere a participant has more than one provider, share handover notes, risks and key contacts, so supports stay consistent.
- Every external view loggedEach view and download by an external team member is recorded with user and time in the audit log.
- Family updatesFamilies and nominees receive updates you choose to share, such as shift confirmations and goal progress.
- Participant and family portalSoonParticipants and families will see upcoming shifts, their workers, budgets and shared notes, and send requests to the provider.
Works with the rest of CompanionAxis
Referrals from support coordinators land in participant intake.
Explore Participant records →Goals and outcomes are what the wider team follows.
Explore Care plans and goals →Role-based access and the audit log cover every external account.
Explore Security and privacy →Questions buyers ask
Can a support coordinator or therapist use our CompanionAxis today?
Yes. Invite them with their own login and choose which parts of the participant’s record they can see. You can change or remove their access at any time.
How is consent handled?
You record the participant’s or nominee’s consent for each person and each part of the record shared. Access follows that consent, and every view is logged.
Do external team members pay for access?
No. Participants, families and the participant’s wider team are never charged.
When will the family portal be available?
It is in development. Until then you can share updates and reports with families and nominees from the record.