EVERYDAY ESSENTIALS
Basic
Your rosters, client records and documents in one place.
Your everyday essentials
- Staff rostering
- Client management
- Progress notes
- Document management
- Service Agreements
COMPANIONFLOW · CARE MANAGEMENT SOFTWARE
Rostering, funding, plans and documents — brought together around the people you support.
Less searching.
Clearer information.
More time for care.
COMPANIONFLOW PLANS
Start with everyday care and document management. Add workflow, billing and funding tools as your team grows.
Change the user count to compare your monthly estimates.
EVERYDAY ESSENTIALS
Your rosters, client records and documents in one place.
Your everyday essentials
WORKFLOWS & OPERATIONS
Save time on documents, team admin and billing.
Everything in Basic, plus
FUNDING & PLANS
A connected view of clients, plans and funding.
Everything in Professional, plus
Trial access and subscription arrangements are confirmed with our team. Selecting a plan sends an enquiry; it does not start a paid subscription.
THE DETAILS, SIDE BY SIDE
| Feature | BasicA$8 / user / month | ProfessionalA$14 / user / month | PremiumA$24 / user / month |
|---|---|---|---|
| Staff rosteringEmployees, shifts and client schedules. | Included | Included | Included |
| Client managementClient profiles and support information. | Included | Included | Included |
| Progress notesRecords of the support provided. | Included | Included | Included |
| Feature | BasicA$8 / user / month | ProfessionalA$14 / user / month | PremiumA$24 / user / month |
|---|---|---|---|
| Document managementOrganise important files with each client. | Included | Included | Included |
| Service AgreementsStore agreements alongside client records. | Included | Included | Included |
| Document expiry remindersKeep track of documents that need renewing. | Not included | Included | Included |
| Document template generationPrepare documents using reusable templates. | Not included | Included | Included |
| Approval workflowsReview and approve documents with your team. | Not included | Included | Included |
| Feature | BasicA$8 / user / month | ProfessionalA$14 / user / month | PremiumA$24 / user / month |
|---|---|---|---|
| Bulk operationsHandle routine updates in batches. | Not included | Included | Included |
| Business reportsReview your team's operational information. | Not included | Included | Included |
| Team messagingKeep staff conversations together. | Not included | Included | Included |
| Feature | BasicA$8 / user / month | ProfessionalA$14 / user / month | PremiumA$24 / user / month |
|---|---|---|---|
| Bulk invoicingPrepare multiple invoices in one batch. | Not included | Included | Included |
| NDIS claim filesPrepare claim files for submission. | Not included | Included | Included |
| Feature | BasicA$8 / user / month | ProfessionalA$14 / user / month | PremiumA$24 / user / month |
|---|---|---|---|
| Funding overviewAllocated, used and remaining funding. | Not included | Not included | Included |
| Client plansPlan dates and support information. | Not included | Not included | Included |
Not sure which plan fits your team?
SEE IT IN ACTION
Explore the roster, client funding and document workspace in the interactive preview.
TAKE A LOOK AROUND
Choose a tab. Explore a client. Open a document.Illustrative interface. Product screens will be updated with actual screenshots.
BEFORE YOU GET STARTED
Something specific about your team? We’d like to hear it.
Contact our teamYes. Request a free trial and tell us about your team. We will discuss access, trial arrangements and the available subscription options with you.
Basic includes rostering, client management, progress notes, document storage and Service Agreements. Professional adds document reminders, templates, approvals, bulk operations, invoicing, NDIS claim files, reporting and team messaging. Premium includes everything in Professional plus client funding and plans. Compare the full feature table above to find your fit.
No. The interactive preview uses fictional clients, example funding and illustrative document records. It demonstrates the proposed workspace without displaying anyone’s private information.
Yes. Tell us how you currently manage rosters, plans and documents. We can discuss your setup needs and confirm what support is available before you decide.
MEET COMPANIONFLOW
Tell us about your team and request a free trial.