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Providing services as part of the NDIS can be rewarding and frustrating in equal measure. When your focus is your clients and you can see the benefits that they gain from accessing the services they need, the rewards are clear. But, when you have to spend time managing endless amounts of paperwork and making sure you’ve ticked all the compliance boxes, it can quickly become frustrating. And, when that administrative time is eating into the time you and your staff can spend with your clients, it can become even more worrying.
And, if your staff members are working to ensure hundreds of invoices are correct and accurate each week, that’s time they’re not spending with their clients.
But, if you’re not tracking activity accurately, then how can you manage your clients’ budgets effectively, not to mention provide real-time billing information?
An automated, client-focused system, such as the one that Storata has developed based on M-Files, intelligently manages documents and information to help overcome all of these challenges. By setting up automated workflows, you can:
This frees up your staff to focus on managing client outcomes instead of managing paperwork.
Storata works with M-Files to deliver a content management system that intelligently links all related documents so you can get an instant view of all the client-related information you have. This has the added bonus of letting you secure that data more effectively.
It works by using metadata to categorise documents based on what they are, not where they’re saved. This means it doesn’t matter whether the documents are in a customer relationship management (CRM) system, saved on a shared drive, or stored in electronic archives. The Storata solution powered by M-Files will find the documents you need based on your search, so you don’t have to spend ages clicking around different systems in a document treasure hunt, trying to find everything you need.
Importantly, the automated workflows can instantly capture information from timesheets and activity logs so you can see a complete log of activity, keep budgets updated in real time, and understand how to better allocate your clients’ budgets for better individual outcomes.
The Storata solution provides comprehensive reporting, which can also help illuminate where your staff might benefit from better training or more streamlined processes so they can do an even better job of taking care of your clients.
To find out more about how Storata’s automated workflow and information management solutions based on M-Files can help you stop worrying about manual processes and start counting on getting your invoices paid on time, every time, contact us today.