Platform features

Everything a support coordinator needs, in one place.

Pulse brings together participant management, NDIS plan tracking, billing, and mobile access into a single, purpose-built platform for support coordination organisations.

Participant management

Complete participant profiles

Maintain a rich, centralised record for every participant. Store contact details, emergency contacts, NDIS numbers, plan dates, support goals, and key documents — all in one place and accessible to the right staff.

  • Centralised participant records with full contact and NDIS details
  • Support goals and plan dates tracked per participant
  • Document storage for plans, assessments, and correspondence
  • Role-based access so staff only see what they need

Participant management

Pulse platform

Centralised participant records with full contact and NDIS details
Support goals and plan dates tracked per participant
Document storage for plans, assessments, and correspondence
Role-based access so staff only see what they need
Plan management

NDIS plan budgets, tracked in real time

Import and manage each participant's NDIS plan funding across all support categories. Pulse keeps a live view of approved budgets, committed spend, and remaining funds — so you always know where a plan stands.

  • Support categories and funding amounts per plan period
  • Live committed vs remaining budget per category
  • Plan period tracking with start and end date alerts
  • Multi-plan history for participants with rolling plans

Plan management

Pulse platform

Support categories and funding amounts per plan period
Live committed vs remaining budget per category
Plan period tracking with start and end date alerts
Multi-plan history for participants with rolling plans
Reporting

Funding utilisation at a glance

See how funding is being used across your entire caseload or drill into a single participant. Pulse surfaces utilisation rates, underspend risks, and overspend alerts so coordinators can act before it becomes a problem.

  • Caseload-level and participant-level utilisation dashboards
  • Underspend and overspend alerts with configurable thresholds
  • Funding burn-rate projections based on current spend
  • Exportable utilisation reports for participant reviews

Reporting

Pulse platform

Caseload-level and participant-level utilisation dashboards
Underspend and overspend alerts with configurable thresholds
Funding burn-rate projections based on current spend
Exportable utilisation reports for participant reviews
Documentation

Case notes built for compliance

Record support coordination activities with structured, timestamped case notes. Notes are linked to participants and plan periods, making it straightforward to demonstrate service delivery during audits or plan reviews.

  • Structured note templates aligned to support coordination activities
  • Automatic timestamps and author attribution
  • Notes linked to participant, plan period, and support category
  • Search and filter across your full notes history

Documentation

Pulse platform

Structured note templates aligned to support coordination activities
Automatic timestamps and author attribution
Notes linked to participant, plan period, and support category
Search and filter across your full notes history
Provider management

Provider budgets and service agreements

Track the funding allocated to each provider within a participant's plan. Pulse lets you record service agreements, monitor provider spend against allocated budgets, and flag when a provider is approaching their limit.

  • Provider allocations linked to participant plan categories
  • Service agreement details and expiry tracking
  • Provider spend vs allocated budget monitoring
  • Alerts when providers approach or exceed their allocation

Provider management

Pulse platform

Provider allocations linked to participant plan categories
Service agreement details and expiry tracking
Provider spend vs allocated budget monitoring
Alerts when providers approach or exceed their allocation
Billing & claiming

Streamlined billing and NDIS claiming

Generate and manage support coordination invoices and NDIS claims without leaving Pulse. Record delivered supports, apply the correct NDIS price guide line items, and produce claim-ready outputs for the NDIA portal.

  • Support delivery records with NDIS line item coding
  • Invoice generation for support coordination services
  • Claim-ready export formatted for the NDIA myplace portal
  • Billing history and payment status tracking per participant

Billing & claiming

Pulse platform

Support delivery records with NDIS line item coding
Invoice generation for support coordination services
Claim-ready export formatted for the NDIA myplace portal
Billing history and payment status tracking per participant
Workflow

Tasks and reminders that keep you on track

Never miss a plan review, follow-up, or deadline. Pulse lets coordinators create tasks linked to participants, assign them to team members, and set due-date reminders — keeping the whole team aligned.

  • Participant-linked tasks with due dates and assignees
  • Team task views so managers can see workload at a glance
  • Automated reminders for plan expiry and review dates
  • Task completion history for audit and accountability

Workflow

Pulse platform

Participant-linked tasks with due dates and assignees
Team task views so managers can see workload at a glance
Automated reminders for plan expiry and review dates
Task completion history for audit and accountability
Mobile app

Pulse Mobile — your caseload in your pocket

The Pulse mobile app for iOS and Android gives support coordinators full access to participant details, plan budgets, case notes, and tasks while they're out in the field — no laptop required.

  • Available on iOS and Android
  • Full participant profile and plan budget access
  • Create and view case notes on the go
  • Task management and due-date reminders on mobile

Mobile app

Pulse platform

Available on iOS and Android
Full participant profile and plan budget access
Create and view case notes on the go
Task management and due-date reminders on mobile

Ready to see Pulse in action?

Book a demo with our team and we'll walk you through the platform with your organisation's workflows in mind.