Frequently asked questions

Everything you need to know about Waypoint. Can't find what you're looking for? Get in touch.

General

What is Waypoint?

Waypoint is a practice management platform built specifically for NDIS Support Coordinators. It combines client management, task scheduling, budget tracking, case note writing, and provider management into one tool — with AI that understands NDIS.

Who is Waypoint for?

Waypoint is designed for contract and sole-trader Support Coordinators who manage their own caseload. It's built by an SC who got tired of juggling spreadsheets, Careview, and Word documents.

Is Waypoint NDIS-compliant?

Yes. Case notes are generated in formats expected by the NDIA (STAR, narrative, phone log). Billing is calculated using the current NDIS Price Guide rates at $100.14/hr for Support Coordination, rounded to 6-minute increments.

Is my client data secure?

Your data is stored in a secure, encrypted database hosted in Australia. Each account is isolated — you can only see your own clients. We use Supabase (built on PostgreSQL) with row-level security policies.

Features

How does AI case note generation work?

You enter a brief summary of what happened (e.g. "Called OT to discuss assessment, confirmed April availability"). Select the task type, duration, and format. Waypoint writes a full NDIS-compliant case note that you can review, edit, and save. Billing is calculated automatically.

What is Focus Mode?

Focus Mode is a distraction-free view where you select one client and work through their tasks. It shows key stats (SC budget, plan days remaining, task count), a task list with Do and Done buttons, and a quick case note generator — all without the sidebar or navigation.

How does SC budget tracking work?

Waypoint tracks your SC budget in three ways: (1) the initial budget amount comes from the client's plan funding categories, (2) you can manually enter the remaining balance from Careview for reconciliation, and (3) when you complete a billable task or save a case note, the billing amount is automatically deducted from the SC budget.

Can I import my existing provider list?

Yes. You can bulk-import providers from a CSV file. Waypoint supports fields for provider name, service type, category, region, phone, email, website, registration status, rating, and notes.

Does Waypoint integrate with Google Calendar?

Yes. Connect your Google account and your calendar events appear alongside your scheduled tasks. Waypoint reads from all your calendars and the auto-scheduler works around your existing appointments.

What happens when I upload an RFS?

Waypoint extracts plan dates, NDIS goals, funding categories, and management type from the Request for Supports document. It auto-creates implementation report and progress report tasks based on the plan dates and reporting frequency.

Pricing & Account

What plans are available?

Waypoint has two plans: Base ($29/month) includes full client management, task scheduling, Google Calendar integration, SC budget tracking, provider database, billing calculation, and document storage. Pro ($79/month) adds all AI-powered features.

What does Pro add?

Pro unlocks all AI-powered features: case note generation, AI task workflows (Do Task), Waypoint suggestions, AI communications, voice task creation, smart auto-scheduling, Focus Mode, auto budget deduction, RFS processing, and AI report writing.

Can I cancel anytime?

Yes. Cancel or downgrade at any time and you'll keep access until the end of your billing period. Your data stays — downgrading to Base just removes access to AI features.

Is there a trial for Pro?

We're considering a trial period. For now, start with Base to set up your caseload, and upgrade to Pro when you're ready for AI features.

Getting Started

How do I get started?

Sign up with your email or Google account. Add your first client, enter their plan details, and start creating tasks. You can import providers in bulk from a CSV, or add them one at a time.

Can I import clients from Astalty?

Yes. Waypoint has a built-in Astalty import tool that brings across your client profiles, plans, and associated data.

Do I need to install anything?

No. Waypoint is a web app — just go to coordinator.support and sign in. It works on desktop, tablet, and mobile browsers.

Ready to simplify your SC work?

Base plan starts at $29/month.

Get started