Getting Started with NDIS Management
A comprehensive guide to setting up your NDIS care management system and onboarding your team.

A comprehensive guide to setting up your NDIS care management system and onboarding your team.

Welcome to Diversity Sync'd! This guide will walk you through everything you need to know to get started with managing your NDIS services effectively. Whether you're a new NDIS provider or transitioning from another system, we'll help you set up your organization for success.
By the end of this guide, you'll have your team onboarded, your participants set up, and your first shifts scheduled. Let's get started!
The first step is to configure your organization's basic information. This includes your business details, service areas, and compliance settings.
Make sure all details are accurate, as they'll appear on official documents and reports sent to participants and the NDIA (National Disability Insurance Agency).
Pro Tip: Take your time with initial setup. Accurate information now saves hours of corrections later. Consider having a colleague review your settings before proceeding.
Once your organization is set up, it's time to add your team members. Diversity Sync'd supports role-based access control, ensuring each team member sees only what they need to.
Team members will receive an email invitation to create their account and set their password. They can access the platform immediately after completing registration.
Pro Tip: Start with a small pilot group of tech-savvy staff members. Their feedback will help you refine processes before rolling out to your entire team.
For each support worker, be sure to record the following in their profile (this will help with matching them to participants and ensuring compliance):
Participant profiles are the heart of your care management system. Each profile contains all the information your team needs to deliver quality support.
Every participant should have a care plan outlining their goals, support needs, and preferences. This ensures consistent, person-centered care across all shifts:
Diversity Sync'd's intelligent rostering system helps you create shifts that match the right support workers with participants based on skills, availability, and preferences. The system will suggest optimal matches, but you always have full control over assignments.
To create your first set of shifts (roster):
The assigned support worker will receive an instant notification about the new shift and can confirm their availability through the mobile app.
Pro Tip: Start by creating a week's worth of shifts to get comfortable with the rostering system. Once you're confident, you can plan further ahead or use the system's templates to schedule recurring shifts.
Shift notes are a critical compliance requirement and a key communication tool. Support workers complete a shift note at the end of each shift to document what occurred during that support period:
Managers can then review all submitted shift notes and provide feedback or initiate any necessary follow-up actions.
Pro Tip: Encourage workers to complete shift notes immediately after each session while details are fresh. The Diversity Sync'd mobile app makes this easy—there's no need to wait until they're back at a computer.
Diversity Sync'd helps you maintain NDIS compliance with automated reminders, built-in templates, and comprehensive audit trails. Be sure to take advantage of these features:
Regular reporting helps you track performance, manage budgets, and demonstrate compliance. Key reports you can generate include:
Support workers access Diversity Sync'd through the mobile app, allowing them to view rosters, complete shift notes, and communicate with the team from anywhere. To get your workers started on the app:
The mobile app works offline as well—if a worker is out of service range, they can still enter shift notes and view assigned tasks. Data will sync automatically once connectivity is restored, so documentation is never delayed.
Pro Tip: Host a short training session or demo for your support workers to show them how to use the mobile app's features. A 15-minute walkthrough now can prevent confusion and support tickets later.
Congratulations on setting up your organization in Diversity Sync'd. Your team is now onboarded, your participants are added, and your first shifts are scheduled – you're ready to deliver quality NDIS services using the platform.
To continue building on this foundation, here are some recommended next steps:
Remember, our support team is always here to assist you as you continue to use Diversity Sync'd. Good luck, and thank you for choosing us to support your NDIS service management!