The biggest social reform in Australia since the introduction of Medicare, the National Disability Insurance Scheme(NDIS) is designed to empower consumers with a disability by providing choice and control to use funds given to them to purchase services that reflect their lifestyle and aspirations.
Previous welfare models of block funding and services assumed a one-size-fits-all approach where funding went directly to a provider of goods and services, not the person buying the services.
With the NDIS, the funds are approved for the end client, who can then elect to spend the money with different service providers.
This means that Service Providers now need to work with a more Sales approach to secure customers and funding. Salesforce is the perfect tool for managing the sales cycle and client information, and ProntoCare is designed on top of Salesforce SalesCloud, using mostly standard Salesforce objects to manage Customers and the Sales cycle and Orders, then using custom objects to handle payment claims from the NDIA.
ProntoCare follows the Client, who is an Account, with their support contacts, through the process of obtaining a quote(Opportunity) for services(Products) allocated to different NDIS funding buckets(Funding Buckets). Once the NDIA approves the funding, a Contract holds the details of the funding, from which Bookings(Orders) can be made for instances of service. These bookings allow for appointments to be made, and correct tracking of the reduction of available funds per Funding Bucket type on the Contract. Completed bookings will have auto generated Service Claims created, which allows batched download for reporting/claiming purposes.
Because the NDIS is still in its infancy, there is currently no direct API integration from Salesforce to the NDIS Portal, however once the design of NDIS has stabilised, it is definitely on the product roadmap to have a direct integration, thus removing the need to manually download csv claim files and upload to the portal.
Allow easy tracking of quoting process using Standard Salesforce Opportunities
Maximise the utilisation of standard Salesforce Objects, which allows for continual benefits from Salesforce upgrades
Allow clear tracking of the consumption of funding per client per NDIA Funding Bucket
Streamline of process to create, download, and update payment claims to the NDIS