Everything you need to run your SC practice

Full NDIS participant profiles with personal details, plan information, funding categories, and contact history in one place.

Track active NDIS plans, plan dates, funding categories, goals, and management type. Upload RFS documents to auto-extract plan data.

Add and manage funding categories per client. See budget amounts, spent amounts, and remaining balances.

Archive clients who have left your caseload and restore them when needed.

Create, assign, and track tasks per client. Mark as billable or admin. Set due dates and durations.

Tasks automatically schedule into your calendar by priority — overdue and billable work comes first. Respects Google Calendar events.

Distraction-free view. Select a client and work through their tasks one by one with key stats, Do Task workflow, and quick case notes.

See your Google Calendar events alongside scheduled tasks. Events from all calendars sync automatically.

See your entire work week at a glance with tasks and calendar events across Monday to Friday.

Enter a brief summary and Waypoint writes NDIS-compliant case notes in STAR, narrative, phone log, email summary, or progress note format.

Click "Do" on any task and Waypoint runs an AI-assisted workflow — find providers, monitor budgets, or draft reports with context from the client's plan.

AI analyses each client's data and suggests high-priority tasks based on plan expiry, contact gaps, budget utilisation, and reporting needs.

Draft emails to providers, plan managers, and the NDIA with AI that understands NDIS language and your client context.

Speak your tasks and Waypoint transcribes and creates structured task entries with billing amounts calculated.

Track Support Coordination budget with initial amount from plan, manual Careview reconciliation, and auto-deduction when tasks are completed.

When you complete a billable task or save a case note, the SC budget automatically updates. No manual tracking needed.

Billing amounts auto-calculated at $100.14/hr SC rate, rounded to 6-minute increments per NDIS Price Guide.

See your total billing across all clients, completed tasks, and case notes.

Your personal database of NDIS providers with ratings, contact details, service types, regions, and notes.

Filter providers by service type — OT, psychology, SIL, cleaning, lawn mowing, plan management, and more.

Search the official NDIS Provider Register directly from Waypoint by service type and location.

When doing a "Find Provider" task, Waypoint searches and recommends providers based on the client's needs, location, and plan type.

Upload and organise client documents — plans, service agreements, referrals, and reports.

Upload a Request for Supports and Waypoint extracts plan dates, goals, funding categories, and auto-generates reporting tasks.

AI-assisted implementation report writing with client context, goals, providers, and budget data pre-filled.

Auto-scheduled progress report tasks based on plan frequency. AI drafts the report with structured sections.