NDSS CRM Software Manual
NDIS & Disability Care Management CRM
Table of Contents
Getting Started
- 1 Introduction & Overview Platform purpose, key features, target users
- 2 System Requirements & Installation Hardware, software, deployment steps
- 3 Architecture & Technical Stack Next.js, React, TypeScript, PostgreSQL, Python, PHP, TailwindCSS, Supabase / Oracle
Core Platform
- 4 Authentication & User Management Login, roles, permissions, SSO
- 5 Dashboard & Navigation Main dashboard, sidebar, widgets, quick actions
- 6 Client Management Profiles, NDIS plans, service agreements, notes
- 7 Staff Management Employee profiles, qualifications, availability
- 8 Rostering & Shift Management Scheduling, calendar, shift assignments, timesheets
- 9 Finance & Invoicing NDIS billing, invoices, payroll, budgets
Operations
- 10 Compliance & Incident Management Incident reporting, audits, compliance tracking
- 11 Intake & Referrals New client intake, referral workflows, assessments
- 12 Clinical Services Care plans, health records, medication management
- 13 Learning & Development Training modules, certifications, compliance courses
- 14 Client Portal Self-service portal, plan visibility, bookings
- 15 Messaging & Communication Internal messaging, notifications, email/SMS
- 16 Reports & Analytics Dashboards, KPIs, data exports, custom reports
Administration
- 17 Administration & Settings Organisation config, workflows, customisation
- 18 SIL & Specialist Services Supported Independent Living, group homes, specialist modules
Technical Reference
- 19 API Reference & Integration REST endpoints, webhooks, third-party integrations
- 20 Security & Data Protection Encryption, access controls, GDPR/Privacy Act compliance
- 21 Troubleshooting & FAQ Common issues, error codes, support contacts
- 22 Glossary & Appendices NDIS terminology, abbreviations, reference tables
Document Information
| Document Title | NDSS CRM Software Manual |
| Platform | NDIS & Disability Care Management CRM |
| Version | V1.0 / V3.8 |
| Release Date | 2024/2025 |
| Organisation | Newdawn Support Services |
| Owned by | Newdawn Support Services |
| Built by | Software elements |
| Access by | Engineering Team |
| Technology Stack | Next.js, React, TypeScript, PostgreSQL, Python, PHP, TailwindCSS, Supabase / Oracle |
| Classification | Internal & Client Use |
Revision History
| Version | Date | Author | Description |
|---|---|---|---|
| V1.0 / V3.8 | 2024/2025 | Engineering Team | Initial release of the NDSS CRM Software Manual covering all 22 chapters. |
Quick Start
New to NDSS CRM? Begin with Chapter 1: Introduction & Overview for a high-level tour of the platform, then proceed to Chapter 2: System Requirements & Installation to get set up. If you are a developer, jump straight to Chapter 3: Architecture & Technical Stack.
About This Manual
This manual serves as the comprehensive reference for the NDSS CRM platform. It covers everything from first-time setup and daily operations through to API integration and security configuration. Each chapter includes annotated wireframe diagrams, configuration examples, and step-by-step procedures.