Right Path VA

CRM & Participant Management

The Participant Management Challenge

Without a centralized, well-organized participant database

  • Support coordinators spend time searching for information
  • Invoicing has incorrect participant details
  • Audit preparation becomes a nightmare
  • Service delivery decisions lack complete information
  • Compliance documentation gets lost”

Our Specialized Approach

We work with your existing CRM system (or help you choose the right one) to create an organized, accurate participant database. We focus on data accuracy, accessibility, and integration with your invoicing and compliance processes.

Your participant data is your business foundation. Yet most providers manage client information across multiple systems – spreadsheets, emails, CRM tools, and paper files. Right Path VA specializes in organizing and managing your participant database, ensuring data accuracy, accessibility, and compliance.

WHAT CAN WE OFFER FOR YOU

Our Services

Participant Data Entry & Organization

  • Comprehensive participant profile creation
  • Contact information management
  • NDIS number and plan information
  • Support worker assignment tracking
  • Communication preferences documentation

PRODA & NDIS Portal Management

  • PRODA account setup and management
  • Service registration and updates
  • Service booking management within PRODA
  • Portal communication monitoring
  • Update tracking and deadline management 

Client Communication Management

  • Email and message organization
  • Communication history tracking
  • Participant preference documentation
  • Response time monitoring
  • Follow-up task management

Calendar & Appointment Scheduling

  • Appointment scheduling and reminders
  • Support worker calendar management
  • Participant availability tracking
  • Schedule optimization
  • Change notification to all parties

Data Accuracy & Maintenance

  • Regular data audits
  • Duplicate record identification and merging
  • Outdated information updates
  • Compliance with data protection requirements
  • Regular backups and security

CRM System Integration

Whether you use ShiftCare, CareMaster, Lumary, or another NDIS CRM platform, we integrate seamlessly with your existing systems. We can also provide recommendations on system selection if you’re looking to upgrade.

Key Benefits

Better Information Access:

Your team finds what they need instantly

Complete participant information supports better care decisions

 Accurate participant data reduces invoice errors

Organized records prepare you for compliance audits

 Grows with your participant base

For any questions or assistance