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Industries › Healthcare & Life Sciences › NDIS & Disability Services

AI agents that already know NDIS.

Our agents come pre-equipped with NDIS workflows, regulatory requirements, data models, integration patterns and proven Salesforce configurations — turning industry knowledge into a faster, lower-risk implementation.

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Pre-solved

We have already solved the hardest challenges for NDIS before your project starts.

01

Stop claim rejection before submission

Catch incorrect line items, support codes and service dates before they delay payment.

02

Build compliant rosters by design

Apply SCHADS rules to broken shifts, travel and awards automatically — not through spreadsheets.

03

Turn referrals into services faster

Move every referral from intake and plan approval to first booking through one connected workflow.

04

Respond to incidents on time

Capture evidence, trigger escalation and meet Commission deadlines through a proven workflow.

The AI-native approach

Seven agents. Every project starts pre-loaded.

We embed industry knowledge into the agents — not a methodology deck. From day one, every agent applies your industry’s workflows, regulations, data models and proven patterns — from Discovery through Managed Services. The result: industry expertise built directly into your solution and project artefacts from week one.

1
Discovery
Runs workshops from the pack process models. Asks “how does your PACE claim reconciliation differ from this?” not “walk us through your process.” Output is captured as deltas against the pack baseline.
2
Design
Starts from the tenth draft. Pack stories, acceptance criteria and data model pre-loaded; the agent reconciles rather than authors. Every artefact badged From pack / Adapted / Net new.
3
Metadata
Diffs your existing org against the pack data model to produce a fit-gap automatically, or validates a clean landing zone.
4
Build
Instantiates the pack Flow and Apex skeletons parameterised to the approved design. Config generated from validated, tested patterns rather than authored from scratch.
5
Test
Runs the pack test suites against the built config using synthetic NDIS data. Traceable story → acceptance criteria → test.
6
Deploy
Inherits the pack environment and release conventions.
7
Managed Services
Picks up the pack reporting layer and continues to improve it post go-live.
Inside the pack

What makes our Agents ready for Salesforce implementation for NDIS

See exactly what our agents know and apply to your implementation.

Agent Skills
What it impacts
Process models
Participant intake → plan → service booking → claim; incident escalation; SCHADS rostering. Mermaid + structured JSON.
Data model extensions
Participant, plan, plan line item, service booking, support item objects layered on Health Cloud, with ERDs and rationale.
Story & AC library
Parameterised user stories with acceptance criteria, tagged by use case, cloud and persona (participant, support worker, plan manager, coordinator).
Flow / Apex patterns
Deployable skeletons: claim batch generation, SCHADS shift validation, credential-expiry alerting, permission sets.
Agent prompt & topic-action sets
Agentforce topics and actions for intake triage, claims risk, plan-line matching, family self-service.
Test suites
Test scripts plus synthetic NDIS data generators — participants, plans, support items, claim batches.
Reporting packs
Dashboards and KPI definitions: claim rejection rate, utilisation against plan, roster fill rate, incident cycle time.
If a component is empty in the manifest, the row renders empty. The page cannot overstate the pack.
The solution

How we implement Salesforce for NDIS and disability providers.

We connect the entire NDIS journey — from participant intake and rostering to service delivery, claims and compliance. Our agents apply PACE, PRODA and SCHADS logic to automate work and identify risk before it becomes a problem. Explore the Salesforce use cases ready to configure, integrate and deploy.

20 of 20 use cases
Use case
Pillar
Salesforce
Agent / integration hook
NDIS participant intake, plan management & service booking
Service
Health Cloud, Experience Cloud, Data 360
Intake agent: eligibility triage, plan-line matching · PRODA / PACE
Support at Home intake & assessment workflow
Service
Health Cloud, Experience Cloud
Assessment agent guided by program rules · My Aged Care
Rostering & SCHADS-compliant field scheduling
Field & Asset
Field Service, Data 360
Scheduling agent optimises broken shifts · Deputy, Tanda
Bulk claim generation & PACE reconciliation
Quoting & Billing
Health Cloud, Revenue Cloud Advanced, MuleSoft
Claims agent flags rejection risk pre-submission · PACE, PRODA
Incident management & reportable-incident workflow
Service
Health Cloud, Public Sector Solutions
Incident agent drafts and routes reports · Commission portal
Worker screening & credential compliance tracking
Field & Asset
Health Cloud, Data 360
Compliance agent monitors expiries · Worker Screening Database
Participant & family engagement portal
Service
Experience Cloud, Health Cloud
Self-service agent answers plan and booking queries
Referral capture & provider network management
Sales
Health Cloud, Sales Cloud
Referral intake agent · HealthLink, Argus, Medical Objects
Waitlist & capacity management
Service
Health Cloud, Data 360, Tableau
Capacity agent recommends placement
Care plan authoring & review cycles
Service
Health Cloud, Agentforce
Care-plan drafting agent
Clinical governance & quality-indicator reporting
Service
Health Cloud, Tableau, Data 360
QI reporting agent · GPMS
Service agreement generation & e-signature
Quoting & Billing
Revenue Cloud Advanced, Experience Cloud
Agreement drafting agent · DocuSign
Complaints & feedback handling
Service
Health Cloud, Public Sector Solutions
Complaints triage agent
Assistive technology & asset tracking
Field & Asset
Field Service, Data 360
Asset agent schedules maintenance
Outcomes measurement & funder reporting
Integration
Data 360, Tableau
Outcomes agent summarises evidence · DSS Data Exchange
Data migration from legacy care systems
Integration
MuleSoft, Data 360
Carelink, AlayaCare, Lumary
Participant acquisition & marketing
Marketing
Marketing Cloud Growth, Data 360
Campaign agent
Staff recruitment & workforce pipeline
Sales
Sales Cloud, Marketing Cloud
Candidate nurture agent · SEEK, Employment Hero
Fundraising & bequest management (NFP providers)
Marketing
Nonprofit Cloud, Marketing Cloud
Donor engagement agent · Blackbaud
Volunteer management & onboarding
Field & Asset
Nonprofit Cloud, Experience Cloud
Onboarding agent
Platform

Salesforce clouds we deploy here.

Health Cloud
Participant, plan and care data model.
Field Service
Rostering and mobile support-worker delivery.
Experience Cloud
Participant and family portal.
Data 360
Unified participant view and outcomes reporting.
Agentforce
Intake triage, claims risk, self-service.
Revenue Cloud Advanced
Service agreements and claim batches.
MuleSoft
PACE, PRODA and legacy care-system integration.
Integrations & compliance

The ANZ systems and obligations, mapped.

Systems we integrate
NDIS PRODA & PACE portal Services Australia My Aged Care Lumary Carelink AlayaCare Deputy Tanda Employment Hero Xero MYOB HealthLink Argus Medical Objects DSS Data Exchange NDIS Worker Screening Database DocuSign
Obligations we design for
NDIS Quality and Safeguards Commission
NDIS Practice Standards and reportable incidents
NDIS pricing arrangements and price limits
SCHADS award and Fair Work
Aged Care Quality Standards and Support at Home
Privacy Act and the Australian Privacy Principles
Proof

A sample of the actual output.

Rather than case studies, we show the artefacts. These are the Agent outputs an NDIS engagement starts from — the real deliverable, not a claim about it.

User stories
Three stories with acceptance criteria
Claim batch validation, credential expiry alerting and referral triage, tagged by persona and cloud.
Data model
ERD extract on Health Cloud
Participant, plan, plan line item and service booking extensions with the rationale for each field.
Test suite
One executable test script
SCHADS shift validation run against synthetic roster data, traced story → AC → test.
How we deliver

The agents do the volume. Our forward deployed engineers do the judgement.

Our agents accelerate design and build without replacing human expertise. Forward-deployed engineers work alongside your operational leaders, using the platform to uncover root causes, solve real problems and own the outcome.

After go-live, the same agent capabilities continue into Managed Services — improving reporting, learning from every engagement and continuously strengthening our NDIS expertise.

Request Design Sprint

Request an Industry Design Sprint

Turn one of your highest-priority challenges into an actionable Salesforce solution — in just half a day.

We run a focused discovery session with your team, process the findings through our industry-trained agents, and validate the output with a domain expert.

What you receive
A clear view of the problem, root causes and opportunities.
A future-state process and recommended Salesforce solution.
Prioritised use cases, automation opportunities and integrations.
A practical roadmap with next steps, risks and expected value.
Request a Design Sprint
Related sub-sectors
Aged care and Support at Home Shares the intake and assessment engine Primary care and allied health Shares the participant data model Community and social services Shares the case-management engine Large charities and fundraising Shares the Nonprofit Cloud components
Interlinks follow the shared-component graph, not editorial judgement.