Learn SuccessFlow, step by step

Welcome to SuccessFlow

SuccessFlow is an NDIS-focused CRM designed to help Support Coordinators and organisations manage their day-to-day work in one place.

Instead of keeping participant information across emails, spreadsheets, folders and different systems, SuccessFlow brings together the information you need to support participants and manage your workload.

Depending on your role and permissions, you can use SuccessFlow to manage:

• Participants and their contact information
• NDIS plans and funding
• Support Plans and participant goals
• Case notes and billable work
• Participant documents
• Providers and support networks
• Tasks and reminders
• Timesheets and invoicing
• Funding utilisation and projections
• Compliance-related information
• Organisation and staff settings

You do not need to learn everything at once.

For most new users, your day-to-day workflow will start with the Dashboard and Participants sections.

Your everyday workflow

A typical Support Coordinator may use SuccessFlow to:

1. Check the Dashboard for reminders or participants requiring attention.
2. Open a participant's record.
3. Review their NDIS plan, funding or Support Plan.
4. Complete Support Coordination work.
5. Record that work as a case note.
6. Create any required reminders or follow-up actions.
7. Upload or review participant documents when required.

SuccessFlow is designed so that information entered in one area can support other parts of the system.

For example, accurate NDIS plan information can help SuccessFlow identify upcoming plan expiries and funding concerns, while billable case notes can form part of the invoicing workflow.

Your access may look different

SuccessFlow uses roles and permissions to control what each staff member can access.

This means the screens and options you see may be slightly different from another staff member.

For example, a Support Coordinator may mainly work with assigned participants, case notes and funding, while an Administrator may also have access to organisation settings, staff permissions and invoicing controls.

If you believe you are missing access to something you require, speak with your organisation's SuccessFlow Administrator.

Where to start

Before completing any participant work, take a few minutes to familiarise yourself with:

• The main navigation
• Your Dashboard
• The Participants area
• Your profile and account menu

The walkthrough below will show you where each of these areas is located.