45+ production-grade features

Switching from Cliniko, Halaxy, Power Diary, Splose, ShiftCare, Nookal or a spreadsheet? Bring your data across yourself with a guided wizard - no consultant required. Upload a CSV, Excel, JSON or ZIP export and Maree-CareFlow auto-maps the columns, validates every field (NDIS numbers, dates, emails, phones), de-duplicates against your existing records, and shows a full reconciliation report. Nothing touches your live data until you review and sign off - and you can roll the whole import back with one click until you go live. Brings across participants, staff, sites, contacts, NDIS plans, funding pools, goals, appointments, clinical / progress notes and billing history. Tick exactly which aspects to import - keep everything, or leave out anything you would rather not bring across (for example historical invoicing). Included free for every organisation for a limited introductory period.

Recommend assistive technology and equipment for clients - from a catalogue or a self-entered device - with optional internal approval. Capture sign-off from the client, their case manager, family or guardian however the item is supplied. Supply directly, refer to third-party suppliers, or run an internal loan pool with checkout, return, and condition tracking. Keeps a complete AT history to support funding requests.

Complete client records covering demographics, NDIS plan details, multi-scheme injury funding, ICD-10 diagnoses, consent records, goals, referral tracking, and a full document vault. Comprehensive search and filtering across your entire caseload.

Full practitioner profiles with AHPRA number, provider numbers, discipline classifications, and credential tracking (WWCC, police check, indemnity insurance, first aid). Automated credential expiry alerts at 90/60/30/7 days. Billing blocked on critical expired credentials.

Month, week, and day calendar views. Six appointment types (Direct Therapy, Telehealth, Home Visit, Group Session, Admin, Supervision). Calendar sync via secure ICS feeds that Google Calendar, Microsoft Outlook, and Apple Calendar subscribe to (one-way, outbound). AI travel-optimised scheduling to minimise practitioner drive time.

Full supervision relationship management - as supervisee and supervisor. Session recording with structured notes, topic tags (Clinical, Administrative, Professional Development, Case Review), action items with completion tracking, and dual digital signature capture from both parties.

Secure file storage linked to clients, practitioners, and organisations. Supports Intake, Assessment, Plan, Report, Invoice, Credential, and General categories. Files stored in secure, enterprise-grade cloud object storage. Download and in-browser preview for PDFs and office documents.

Move clients between therapists with a structured accept/decline workflow. The receiving practitioner reviews the transfer request before any caseload change takes effect, keeping handovers transparent and every client assigned to the right clinician.

Waitlist management with paid-capable priority flagging. Flag urgent referrals to the front of the queue, track waiting clients by discipline and location, and convert waitlist entries straight into bookings when capacity opens up.

Self-service portal for participants and their families. Submit booking requests, view upcoming appointments, and stay connected with the practice - all from a secure login that never exposes internal clinical data.

Complete NDIS financial workflow: time entry logging with NDIS Support Catalogue lookup, approval workflow (draft→submitted→approved/rejected), bulk invoice batches, and one-click myplace CSV export. State-specific pricing with ACT/NSW/QLD/SA/TAS/VIC/WA loading multipliers and remote zone loading.

CTP coverage in every state and territory: TAC (VIC), MAIB (TAS), CTP/SIRA (NSW), MAIC (QLD), CTP (SA), ICWA (WA), MAIC (ACT), MAC Scheme (NT) - part of 13 supported motor accident and WorkCover schemes. Per-scheme fields include claim number, insurer, session approval tracking with visual progress meters, approval expiry countdown, and legal proceedings flag.

Per-scheme km rates (NDIS $0.97/km, ATO $0.88/km). Manual entry or odometer mode. Advanced day-trip splitting across multiple clients using equal, distance-proportional, or sequential algorithms. Approval workflow with batch operations for managers. Guard rails for km thresholds.

NDIS group therapy sessions with automatic billing fan-out to individual participant invoice line items. Enforces NDIA 10-participant cap. Per-participant NDIS funding validation before fan-out. Group roster with absent-participant exclusion from billing.

Prepare and track Medicare and HICAPS claims through the PRODA channel - Medicare Better Access items 10950-10970, CDM plans, per-practitioner provider-number validation, DVA/TAC/MAIB as native funding types. Direct electronic lodgement via PRODA activates once your practice connects its own Medicare Online credentials and completes the required certification.

NDIA PACE API integration for participant identity verification, funding balance queries per support category, direct payment request submission, and status tracking (submitted/accepted/rejected/paid). Live submission activates once your organisation connects its own NDIA PACE credentials, helping prevent invoicing against exhausted budgets.

13 schemes supported end to end: CTP in every state and territory plus WorkCover NSW, WorkCover VIC, WorkCover QLD, WorkCover SA, WorkCover WA, and TAC VIC. Scheme-aware invoicing keeps every claim billed against the right insurer and the right rules.

ACAT referrals, Home Care Packages, and Support at Home claims with 2024-25 budgets built in. Manage aged care clients alongside NDIS and injury scheme caseloads in one system, with funding tracked per package.

Generate APCA-format ABA bank payment files compatible with any Australian bank. Batch supplier and payroll payments straight from Maree-CareFlow and upload the file to your bank for processing - no manual re-keying.

Generate 5 NDIS report types (Progress Report, FCA, AT Justification, SIL Assessment, Home Modification Report) using a built-in local AI engine (Ollama) - by default data never leaves your server; you can optionally connect your own cloud AI key. Mandatory AHPRA client consent checkpoint. Practitioner attestation required for approval. BSP reports hard-blocked at the API level (NDIS Commission requirement). Built with controls that support your AHPRA and Privacy Act (APP 3/6/8/11) obligations and align to ACSQHC guidance. Maree-CareFlow is a practice-management tool, not a registered medical device.

Dedicated cloud transcription service (primary) with local AI fallback. SOAP note auto-generation from transcript using our local AI engine. Client AI consent required before any audio is sent to the transcription service (APP 6/APP 8 compliance). Transcripts stored in secure object storage - never auto-saved to clinical notes without practitioner review.

Personal KPIs (billable hours, utilisation, cancellation rate, notes on-time %, revenue) plus weekly trend charts for all practitioners. Funding burn rate and projected depletion per active client. AI-generated at-risk client identification. Funding request workflow with AI-generated justification letters to plan managers.

Automated compliance rule checking (hard limits, soft limits, thresholds) with pass/warn/fail results. Configurable jurisdiction and category tagging. Regulations feed monitors government sources for content changes and generates AI summaries. Traffic-light compliance dashboard with historical check timeline.

NDIS SDA Design Standard 2021 compliance checking for Improved Liveability, Fully Accessible, Robust, and High Physical Support design categories. Measurement recording (doorway widths, corridor clearances, bathroom turning circles, ramp gradients). AI photo assessment via built-in AI vision with MCF Measuring Stick calibration requirement.

Immutable, trigger-enforced audit trail recording every create/update/delete action with user identity, entity type, entity ID, and before/after values. Cannot be edited or deleted. Admin panel for browsing, searching, and filtering. Export capability for NDIS audits and legal discovery.

NDIS short-notice cancellation enforcement (24-hour rule). Automatic flagging of short-notice cancellations for late-fee billing. Cancellation rate monitoring per client, practitioner, and organisation. Revenue impact reporting quantifying recovered late fees. At-risk client identification.

Automated billing-integrity checks that flag the patterns funders and auditors care about - the same service claimed twice, overlapping or impossible appointments, claims with no supporting note, and billing that spikes against a practitioner's own history. Every flag is written to a tamper-evident, hash-chained ledger and routed through an admin review workflow, with conflict-of-interest declarations built in. Gives NDIS providers continuous, audit-ready claim assurance instead of a once-a-year scramble.

Individual Healthcare Identifier lookup and validation, HI Service ready. Verify client identity against national healthcare identifiers to keep records accurate and ready for national digital health workflows.

Secure portal for external referrers (NDIS support coordinators, TAC/MAIB case managers) to submit and track referrals without accessing internal clinical data. 18 configurable access permissions. Privacy firewall: internal notes never returned at API level. 3-step referral form with client consent confirmation.

Automated intake of electronic referrals from HealthLink and Argus clinical messaging networks via Australian clinical messaging standards (HL7). Auto-populates client demographics, referring provider, and diagnosis. Background inbox polling every 60 seconds. APP 4 compliance workflow for unsolicited referrals.

Australian Consumer Data Right (CDR) open banking integration via Basiq. Connect practice bank accounts for AI-assisted transaction categorisation and assisted invoice reconciliation - incoming bank transactions are matched against outstanding invoices and surfaced as suggested matches for your team to confirm.

Privacy Act APP 12 Subject Access Request (SAR) export - one-click generation of all data held for any client (JSON + human-readable summary). Organisation data export (CSV) for migration. Full system backup (JSON snapshot with schema version). Export job tracking with 7-30 day presigned download URLs.

Browser push notifications via the W3C Web Push standard. Notification types: appointment reminders (24h and 2h), funding balance alerts, credential expiry warnings, incoming referrals. In-app notification centre with read/unread status. PWA service worker receives push even when browser tab is inactive.

Versioned REST API (/api/v1/) with Bearer-token authentication and per-organisation request isolation. Consistent JSON response envelopes, pagination on all list endpoints, and filtering, sorting and search. Built on an OpenAPI 3.0 schema, provided to integration partners for typed-client and SDK generation. Included at no extra cost with Enterprise.

Invoice and contact sync to MYOB Business via secure OAuth2 connection. Invoices raised in Maree-CareFlow appear in MYOB automatically - no double entry. (Payment reconciliation back into Maree-CareFlow is available with Xero and QuickBooks Online.)

Outbound webhooks with HMAC-signed payloads for no-code automation. Connect Maree-CareFlow events to thousands of apps via Zapier and Make, with cryptographic signing so receiving systems can verify every payload is genuine.

Standards-based clinical interoperability via FHIR R4, covering Patient, Practitioner, Appointment, and DocumentReference resources. Exchange clinical data with hospitals, GPs, and other systems using the global healthcare data standard.

Upload clinical documents to My Health Record using FHIR DocumentReference, NASH ready. Share reports and summaries with the wider care team through Australia's national digital health record.

DocuSign integration for legally binding electronic signatures on service agreements, consent forms, and reports - with Australia Post Digital iD as an automatic fallback. Signed documents land back in the client's document vault.

SMART App Launch 2.0 with PKCE lets third-party clinical apps connect securely. Plug best-of-breed assessment and clinical tools into Maree-CareFlow using the same standard adopted by major hospital systems worldwide.

Secure ICS feeds that Google Calendar and Outlook subscribe to natively. Practitioners see their Maree-CareFlow schedule in the calendar app they already use, updated automatically - no plugins or manual imports.

Connect your own SMS, card-payment, bank-feed, transcription and AI provider accounts straight from the admin portal - no developer or server access needed. Every integration shows a live connected / not-connected status, your real account balance for SMS and payments, and your monthly usage per service, with a one-click link to each provider's billing page to top up. Set a monthly usage budget per service with overspend protection so costs never run away, and update or switch provider keys yourself at any time. Your credentials are encrypted and never shown again.

Support worker shift rostering with conflict detection, SCHADS Award overtime alerts (38-hour threshold), double-shift gap enforcement, and shift status workflow (Draft→Published→Confirmed→Completed). Weekly grid view of all worker shifts across the organisation.

100-point composite scoring system ranking appointment slot suggestions by travel time (40pts), client preference match (30pts), practitioner skill match (20pts), and time-of-day preference (10pts). Geospatial distance calculation using lat/lng coordinates. Practitioner home base as start/end point.

9-role RBAC system (super_admin, admin, org_manager, dept_manager, practitioner, support_coordinator, billing_only, readonly, and a limited external case-manager portal role). Every action is permission-controlled. Per-organisation data isolation. Invitation-based user onboarding. MFA (TOTP) for all users. Active session management and remote revocation.

Full pay-run engine with PAYG tax scales and 12% superannuation built in. Run payroll for practitioners and support workers directly in Maree-CareFlow, with direct ATO submission coming soon.

Standards-based service worker with offline support, background sync, and PWA install prompt. Responsive layout with hamburger drawer navigation and bottom tab bar on mobile. ResponsiveTable and MobileCard components automatically reflow data tables on small screens.

Pay for exactly what you use. Choose from four subscription tiers and the primary practice type that matches your discipline - each one ships with the basics built in - then switch on only the add-on modules you need, like AI reports, advanced compliance, payroll or API access. Your provider sets the pricing, and a simple Plan & Add-ons screen lets you add or remove modules as your practice grows. No bloated all-in-one bundle, no paying for features you will never touch.

cPanel shared hosting - upload release zip, extract to public_html, run 5-screen wizard. Docker VPS - single command installer with full production-ready application stack. Bare-metal Ubuntu - systemd services, Nginx, virtualenv. All options documented with step-by-step guides.