Driving Better NDIS Outcomes with CareLink Enhancement

Client
A national NDIS support provider
Industry
Healthcare
Client Type
Small & Medium Business
Duration
Project-based support
Region
Queensland
Scope
  • Application prioritisation and roadmap
  • Financial management module walk-through
  • Referral process optimisation
Solutions Delivered
  • Advanced Financial Package (AFP) review
  • Referral Management process uplift
  • Improvement artefacts for internal use

User focused. Strategic prioritisation. Real impact.

A national NDIS support provider engaged Intuit Technologies to conduct a CareLink optimisation deep dive to address administrative delays and financial reconciliation challenges. CareLink was central to the organisation's ability to manage service delivery, client referrals and NDIS funding — and they needed a structured, high-impact improvement process.

The Problem

  • More than 40 pain points were affecting CareLink efficiency
  • Financial processes were complex and error prone
  • Referral management lacked consistency and throughput
  • The organisation needed to manage the remaining backlog internally
  • NDIS funding environment demands agile, accurate service delivery

The Business Impact

  • Slower billing and reconciliation affected cash flow
  • Referral delays limited timely access for participants
  • Increased admin cost per client and greater risk of errors
  • Ongoing reliance on external support for optimisation

The Solution

Intuit Technologies delivered a structured process to unlock efficiency and enable internal ownership:

  • Discovery and prioritisation of 40+ CareLink issues
  • Enablement and walkthrough of Advanced Financial Package (AFP)
  • Configuration of Referral Management workflows
  • Handover of backlog management with artefacts and training

The Results

  • Clear roadmap with priority fixes identified and scheduled
  • AFP implementation now improving financial accuracy
  • Referral workflows support faster and more reliable outcomes
  • Internal teams now manage CareLink optimisation sprints
  • Framework in place for repeatable enhancements going forward

Looking for more?

If your organisation uses CareLink or similar platforms and needs support unlocking efficiency or financial accuracy, let's talk.

Talk to Our Healthcare and NFP Team