Client intake
Referral to service commencement
Track every referral, the information still outstanding and who is responsible for the next step.
Active referrals
6
Waiting on documents
4
Ready for service
1
Follow ups sent
9
Automated reminders this week
Intake pipeline
Referrals grouped by stage.
New referral 1
Priya Kapoor
Support Coordinator
Missing: NDIS plan
Initial review 1
Daniel Brown
Hospital discharge
Missing: Hospital discharge summary, OT report
Documents requested 1
Joty Sharma
Support Coordinator
Missing: Support plan, Consent form
Manager review 1
Alex Nguyen
Family
Missing: Medication chart
Agreement 1
Mia Collins
Plan Manager
All information received
Ready for service 1
Tom Fielding
Allied Health
All information received
Referral register
| Participant | Source | Supports | Stage | Outstanding | Responsible | Due |
|---|---|---|---|---|---|---|
| Joty Sharma | Support Coordinator | Daily living and community access | Documents requested | 2 item(s) | Emma Thompson | 16 Aug 2026 |
| Alex Nguyen | Family | Supported independent living | Manager review | 1 item(s) | Emma Thompson | 14 Aug 2026 |
| Mia Collins | Plan Manager | Community access | Agreement | Complete | Rebecca Shaw | 18 Aug 2026 |
| Daniel Brown | Hospital discharge | Complex health supports | Initial review | 2 item(s) | Emma Thompson | 15 Aug 2026 |
| Priya Kapoor | Support Coordinator | Skill building | New referral | 1 item(s) | Unassigned | 19 Aug 2026 |
| Tom Fielding | Allied Health | Daily living | Ready for service | Complete | Rebecca Shaw | - |
Joty Sharma
SourceSupport Coordinator
SupportsDaily living and community access
StageDocuments requested
Outstanding2 item(s)
ResponsibleEmma Thompson
Due16 Aug 2026
Alex Nguyen
SourceFamily
SupportsSupported independent living
StageManager review
Outstanding1 item(s)
ResponsibleEmma Thompson
Due14 Aug 2026
Mia Collins
SourcePlan Manager
SupportsCommunity access
StageAgreement
OutstandingComplete
ResponsibleRebecca Shaw
Due18 Aug 2026
Daniel Brown
SourceHospital discharge
SupportsComplex health supports
StageInitial review
Outstanding2 item(s)
ResponsibleEmma Thompson
Due15 Aug 2026
Priya Kapoor
SourceSupport Coordinator
SupportsSkill building
StageNew referral
Outstanding1 item(s)
ResponsibleUnassigned
Due19 Aug 2026
Tom Fielding
SourceAllied Health
SupportsDaily living
StageReady for service
OutstandingComplete
ResponsibleRebecca Shaw
Due-
Intake workflow
Every referral follows the same controlled path.
Automated follow up
Reminders continue until documents arrive.
- Support plan - Joty SharmaReminder 2 of 3 sent today
- Medication chart - Alex NguyenReminder 1 sent yesterday
- OT report - Daniel BrownFirst request sent today