50+ production-grade features

Switching from Cliniko, Halaxy, Power Diary, Splose, ShiftCare, Nookal or a spreadsheet? Bring your data across yourself with a guided wizard - no consultant required. Upload a CSV, Excel, JSON or ZIP export and Maree-CareFlow auto-maps the columns, validates every field (NDIS numbers, dates, emails, phones), de-duplicates against your existing records, and shows a full reconciliation report. Nothing touches your live data until you review and sign off - and you can roll the whole import back with one click until you go live. Brings across participants, staff, sites, contacts, NDIS plans, funding pools, goals, appointments, clinical / progress notes and billing history. Tick exactly which aspects to import - keep everything, or leave out anything you would rather not bring across (for example historical invoicing). Included free for every organisation, on every plan including Free.

Recommend assistive technology and equipment for clients - from a catalogue or a self-entered device - with optional internal approval. Capture sign-off from the client, their case manager, family or guardian however the item is supplied. Supply directly, refer to third-party suppliers, or run an internal loan pool with checkout, return, and condition tracking. Keeps a complete AT history to support funding requests.

Complete client records covering demographics, NDIS plan details, multi-scheme injury funding, ICD-10 diagnoses, consent records (treatment, privacy, AI and transcription, telehealth, photographs and research - each with the date and the staff member who recorded it), goals, referral tracking, and a full document vault. Comprehensive search and filtering across your entire caseload.

Full practitioner profiles with AHPRA number, provider numbers, discipline classifications, and credential tracking (WWCC, police check, indemnity insurance, first aid). Automated credential expiry alerts at 90/60/30/7 days. Optional hard billing block when a practitioner's AHPRA registration or NDIS worker screening has expired (enable per organisation).

Month, week, and day calendar views. Six appointment types (Direct Therapy, Telehealth, Home Visit, Group Session, Admin, Supervision). Two-way calendar sync with Google Calendar and Microsoft 365 (appointments written to the practitioner's calendar, external busy time read back, polled every 15 minutes), plus read-only ICS feeds for Apple Calendar and anything else. AI travel-optimised scheduling to minimise practitioner drive time.

Full supervision relationship management - as supervisee and supervisor. Session recording with structured notes, topic tags (Clinical, Administrative, Professional Development, Case Review), action items with completion tracking, and dual digital signature capture from both parties.

Secure file storage linked to clients, practitioners, and organisations. Supports Intake, Assessment, Plan, Report, Invoice, Credential, and General categories. Files are stored on your own server by default; you can point the install at S3-compatible object storage (MinIO, AWS S3) instead. Download and in-browser preview for PDFs and office documents.

Move clients between therapists with a structured accept/decline workflow. The receiving practitioner reviews the transfer request before any caseload change takes effect, keeping handovers transparent and every client assigned to the right clinician.

Waitlist management with paid-capable priority flagging. Flag urgent referrals to the front of the queue, track waiting clients by discipline and location, and convert waitlist entries straight into bookings when capacity opens up.

Self-service portal for participants and their families. Submit booking requests, view upcoming appointments, and stay connected with the practice - all from a secure login that never exposes internal clinical data.

Complete NDIS financial workflow: time entry logging with NDIS Support Catalogue lookup, approval workflow (draft→submitted→approved/rejected), bulk invoice batches, and one-click myplace CSV export. Each state and territory's own published price limit (ACT, NSW, NT, QLD, SA, TAS, VIC, WA), with a new line priced from where your practice is registered - and any rate overridable by hand.

CTP coverage in every state and territory: TAC (VIC), MAIB (TAS), CTP/SIRA (NSW), MAIC (QLD), CTP (SA), ICWA (WA), MAIC (ACT), MAC Scheme (NT) - part of 13 supported motor accident and WorkCover schemes. Per-scheme fields include claim number, insurer, session approval tracking with visual progress meters, approval expiry countdown, and legal proceedings flag.

Per-scheme km rates (NDIS $0.97/km, ATO $0.88/km as shipped - dated rates you edit in Admin > Rates when the schedules change). Manual entry or odometer mode. Advanced day-trip splitting across multiple clients using equal, distance-proportional, or sequential algorithms. Approval workflow with batch operations for managers. Guard rails for km thresholds.

NDIS group therapy sessions with automatic billing fan-out to individual participant invoice line items. Enforces NDIA 10-participant cap. Per-participant NDIS funding validation before fan-out. Group roster with absent-participant exclusion from billing.

Prepare and track Medicare and HICAPS claims through the PRODA channel - Medicare Better Access items 10950-10970, CDM plans, per-practitioner provider-number validation, DVA/TAC/MAIB as native funding types. This build captures and validates claims and calculates local benefit estimates; direct electronic lodgement to Medicare/DVA is on the roadmap and is not yet included - claims are exported for lodgement through your existing channel.

Generates NDIA PACE-format bulk payment request files (CSV) validated row by row against the current NDIS Support Catalogue, ready to upload to the myplace / PACE provider portal, with claim status tracking (submitted/accepted/rejected/paid) recorded in the platform. Note for accuracy: the NDIA does not publish a machine-to-machine claiming API, so no product can submit PACE claims "directly" - Maree-CareFlow produces the exact portal-ready file and tracks the outcome, and in-platform budget tracking helps prevent invoicing against exhausted budgets.

13 schemes supported end to end: CTP in every state and territory plus WorkCover NSW, WorkCover VIC, WorkCover QLD, WorkCover SA, WorkCover WA, and TAC VIC. Scheme-aware invoicing keeps every claim billed against the right insurer and the right rules.

ACAT referrals, Home Care Package budgets built in; Support at Home classification budgets are entered by the practice from the Department of Health schedule. Manage aged care clients alongside NDIS and injury scheme caseloads in one system, with funding tracked per package.

Generate APCA-format ABA bank payment files compatible with any Australian bank. Batch supplier and payroll payments straight from Maree-CareFlow and upload the file to your bank for processing - no manual re-keying.

Generate 5 NDIS report types (Progress Report, FCA, AT Justification, SIL Assessment, Home Modification Report) using a built-in local AI engine (Ollama) - by default data never leaves your server; you can optionally connect your own cloud AI key. Mandatory AHPRA client consent checkpoint. Practitioner attestation required for approval. BSP report generation is hard-blocked at the API level - our own decision, stricter than the NDIS Commission's February 2026 position statement, which neither endorses AI in this work nor prohibits it. Built with controls that support your AHPRA and Privacy Act (APP 3/6/8/11) obligations and align to ACSQHC guidance. Maree-CareFlow is a practice-management tool, not a registered medical device.

Cloud transcription (AssemblyAI, your own key) with an on-premise Whisper fallback. SOAP note drafting from the transcript uses your own Anthropic key; with AI_LOCAL_ONLY set, the product hands you a blank SOAP template to complete rather than sending the transcript offshore. Client AI consent required before any audio is sent to the transcription service (APP 6/APP 8 compliance). Transcripts stored in secure object storage - never auto-saved to clinical notes without practitioner review.

Personal KPIs (billable hours, utilisation, cancellation rate, notes on-time %, revenue) plus weekly trend charts for all practitioners. Funding burn rate and projected depletion per active client. Automatic at-risk client flagging (by cancellation rate). Funding request workflow with AI-generated justification letters to plan managers.

Automated compliance rule checking (hard limits, soft limits, thresholds) with pass/warn/fail results. Configurable jurisdiction and category tagging. A regulation-source register and update log, with material-change flags that raise in-app notifications and a freshness view showing when each source was last updated. Traffic-light compliance dashboard with historical check timeline.

NDIS SDA Design Standard 2021 compliance checking for Improved Liveability, Fully Accessible, Robust, and High Physical Support design categories. Measurement recording (doorway widths, corridor clearances, bathroom turning circles, ramp gradients). AI photo assessment via the built-in local AI vision model (Ollama llava). A CareFlow Measuring Stick in the photo is an optional calibration aid - the assessment runs without one, and reports millimetre figures only when a ruler is visible.

Immutable, trigger-enforced audit trail recording every create/update/delete action with the signature-verified user identity, entity type, entity ID, timestamp and a SHA-256 hash of the request, plus field-level before/after change tracking on client records (personal and clinical values redacted). Sensitive reads of client, clinical and billing records are logged too. A database trigger blocks any update, delete or truncate of the trail. On a shared-hosting install where the database user is also the database owner, that user could drop the trigger - so on cPanel the protection is as strong as your control of the database account. Admin panel for browsing, searching, and filtering. Export capability for NDIS audits and legal discovery.

Flagging of NDIS short-notice cancellations. Cancellations are assessed against a business-day window (weekends excluded) and short-notice cancellations are flagged for late-fee billing, so the claimable ones are not missed. Confirm the window against the current NDIS Pricing Arrangements for your supports before you rely on it for claiming. Cancellation rate monitoring per client, practitioner, and organisation. Revenue impact reporting quantifying recovered late fees. At-risk client identification.

Automated billing-integrity checks that flag the patterns funders and auditors care about - the same service claimed twice, overlapping or impossible appointments, claims with no supporting note, and billing that spikes against a practitioner's own history. Every flag is written to a tamper-evident, hash-chained ledger and routed through an admin review workflow, with conflict-of-interest declarations built in. Gives NDIS providers continuous, audit-ready claim assurance instead of a once-a-year scramble.

An Individual Healthcare Identifier lookup against the national HI Service, with the result recorded against the participant. It needs your practice's own NASH certificate and service URL. Until you have both in place the lookup returns a result clearly marked as unverified and tells you the path is a stand-in - and a half-configured connection is refused rather than faked, so a number is never shown as verified when it has not been.

Write a participant's NDIS behaviour support plan inside the product instead of in a separate document. A section skeleton to start from, a new draft from any earlier version, and history that is kept rather than overwritten. When the specialist behaviour support practitioner attests a version it freezes under their own name and registration number with a content hash, any earlier attested version becomes superseded, and the participant's record shows which plan is current. Links to the restrictive-practice register entries the plan authorises. It is not a submission channel: no plan is sent anywhere from here, because the NDIS Commission publishes no machine interface to send one to - you lodge through your usual channel. Reading and exporting a plan you have already written is never blocked, even if you stop paying for the add-on, because a plan is a document you are required to hold.

Secure portal for external referrers (NDIS support coordinators, TAC/MAIB case managers) to submit and track referrals without accessing internal clinical data. 18 configurable access permissions. Privacy firewall: internal notes never returned at API level. 3-step referral form with client consent confirmation.

Automated intake of electronic referrals from HealthLink and Argus clinical messaging networks via Australian clinical messaging standards (HL7). Auto-populates client demographics, referring provider, and diagnosis. Inbox fetch is staff-initiated from the referrals screen (one click). APP 4 compliance workflow for unsolicited referrals.

Australian Consumer Data Right (CDR) open banking integration via Basiq. Connect practice bank accounts for rule-based transaction categorisation (pattern matching against known Australian allied-health payees) and assisted invoice reconciliation - incoming bank transactions are matched against outstanding invoices and surfaced as suggested matches for your team to confirm.

Privacy Act APP 12 Subject Access Request (SAR) export - one-click generation of all data held for any client (JSON + human-readable summary). Organisation data export (CSV) for migration. Clinical data snapshot (JSON, with schema version) - a portable copy of your records, not a disaster-recovery backup; for that, the encrypted full-system backup script captures the database, object store and encryption keys together. Export job tracking with 7-30 day download links.

Browser push notifications via the W3C Web Push standard. Notification types: appointment reminders (24h and 2h), funding balance alerts, credential expiry warnings, incoming referrals. In-app notification centre with read/unread status. PWA service worker receives push even when browser tab is inactive.

Versioned REST API (/api/v1/) with Bearer-token authentication and per-organisation request isolation. Consistent JSON response envelopes, pagination on all list endpoints, and filtering, sorting and search. Built on an OpenAPI 3.1 schema, provided to integration partners for typed-client and SDK generation. Included at no extra cost with Enterprise.

Invoice and contact sync to MYOB Business via secure OAuth2 connection. Invoices raised in Maree-CareFlow appear in MYOB automatically - no double entry. Payments recorded in MYOB settle the matching invoice batch automatically; Xero and QuickBooks Online sync invoices and contacts but do not pull payments back yet.

Not yet delivering - do not buy for this. The endpoint registry, HMAC-SHA256 payload signing, the delivery log and a working "send test ping" are all built and usable, so you can register a Zapier or Make hook today and verify the signature. What is not wired is the trigger: none of the 13 events currently fires on its own, so after the test ping a receiving system gets silence. We will not connect it by a shortcut, because the dispatcher commits the caller's database transaction and firing it mid-request could publish a half-written clinical note or invoice. It is being split into a record-then-flush step; until that ships this card describes a test harness, not an automation.

Standards-based clinical interoperability via FHIR R4, covering the Patient, Practitioner, Encounter and ServiceRequest resources, with a public CapabilityStatement at /r4/metadata so another system can discover exactly what is available. Exchange clinical data with hospitals, GPs, and other systems using the global healthcare data standard.

A clinical document is prepared as a FHIR DocumentReference for My Health Record and every attempt is recorded. No document leaves your install until the My Health Record conformance credentials are in place - which is an onboarding your practice completes with the Australian Digital Health Agency. Until then the attempt is logged as a stand-in, so nobody can believe a record was uploaded when it was not.

Electronic signatures on service agreements, consent forms, and reports via DocuSign - live signing activates when you connect your own DocuSign account, with AU Post eSign planned as an Australian-hosted alternative. Signed documents land back in the client's document vault.

SMART App Launch 2.0 with PKCE lets third-party clinical apps connect securely. Plug best-of-breed assessment and clinical tools into Maree-CareFlow using the same standard adopted by major hospital systems worldwide.

Secure ICS feeds that Google Calendar and Outlook subscribe to natively. Practitioners see their Maree-CareFlow schedule in the calendar app they already use, updated automatically - no plugins or manual imports.

Connect your own SMS, card-payment, bank-feed, transcription and AI provider accounts straight from the admin portal - no developer or server access needed. Every integration shows a live connected / not-connected status, your real account balance for SMS and payments, and your monthly usage per service, with a one-click link to each provider's billing page to top up. Set a monthly usage budget per service with overspend protection so costs never run away, and update or switch provider keys yourself at any time. Your credentials are encrypted and never shown again.

Support worker shift rostering with conflict detection, SCHADS Award overtime alerts (38-hour threshold), double-shift gap enforcement, and shift status workflow (Draft→Published→Confirmed→Completed). Weekly grid view of all worker shifts across the organisation.

Appointment slot suggestions ranked on a 0-100 travel score. Each candidate slot starts at 100 and is adjusted for the practitioner's real day: -30 when it leaves under 15 minutes' gap to the neighbouring appointment, -20 when the travel leg exceeds 30 minutes, +10 when the client is in the same suburb as the previous visit. Travel time is a geospatial straight-line calculation from lat/lng coordinates, falling back to a fixed estimate for suburb-only addresses. Scoring is on travel and the shape of the day - it does not rank on client preference, skill match or time of day.

9-role RBAC system (super_admin, admin, org_manager, dept_manager, practitioner, support_coordinator, billing_only, readonly, and a limited external case-manager portal role). Every action is permission-controlled. Per-organisation data isolation. Invitation-based user onboarding. MFA (TOTP) for all users. Active session management and remote revocation.

Full pay-run engine with PAYG tax scales and 12% superannuation built in. Run payroll for practitioners and support workers directly in Maree-CareFlow. Every pay event is assembled, validated and recorded in the shape the ATO's SBR service expects, with a submission history per practice. Direct lodgement to the ATO is not available yet, and we do not charge for it. A pay event is recorded as pending rather than sent, and the screen says so - it is never shown as lodged. Lodging for real needs the ATO's own software-provider onboarding and conformance testing, which we have not completed, so today you lodge through your existing channel using the recorded figures.

Standards-based service worker with offline support, background sync, and PWA install prompt. Responsive layout with hamburger drawer navigation and bottom tab bar on mobile. ResponsiveTable and MobileCard components automatically reflow data tables on small screens.

Pay for exactly what you use. Choose from four subscription tiers and the primary practice type that matches your discipline - each one ships with the basics built in - then switch on only the add-on modules you need, like AI reports, advanced compliance, payroll or API access. Your provider sets the pricing, and a simple Plan & Add-ons screen lets you add or remove modules as your practice grows. No bloated all-in-one bundle, no paying for features you will never touch.

cPanel shared hosting - upload release zip, extract to public_html, run the 4-screen wizard (no shell access needed). Docker VPS - single command installer with full production-ready application stack. Bare-metal Ubuntu - systemd services, Nginx, virtualenv. All options documented with step-by-step guides.

Manage your company and shared vehicles: a vehicle register, staff booking and scheduling with double-booking prevented at the database, mileage and ATO-logbook trip records, service intervals and defect tracking, compliance-expiry reminders, a running-cost ledger with cost-per-km, private-use and staff own-car mileage-claim records, and driver-licence expiry tracking with an unlicensed-drive guard. Records and reminders for your accountant - it does not compute FBT or lodge tax.

A "Report & Suggest" button sits on every page of the app. Report a problem in a few words and it is saved to your practice's own Feedback Inbox with a ticket number, and emailed to support. Or choose "Suggest an improvement", say what Maree-CareFlow should do next and how much it would help, and your practice can pass it straight to the people who build the product. What practices ask for is what gets built. No screenshots or patient data are ever captured - only your words and the page you were on.

Video sessions from the appointment itself - Jitsi by default (a room per appointment with an unguessable name, or your own Jitsi server) or your own Coviu room. Beside the video: cue cards, conversation flows and prompts for the session type, in-session quick notes that land in the client's clinical note, and a clinical-appropriateness check with consent capture before the first telehealth session. Bookable as its own appointment type.