Core · Participant Management

Every client, known and supported from day one

MaxPilot gives your team a complete, always up-to-date view of every participant — from their NDIS plan and care goals to their support history and important documents, all in one place.

Complete Client Profiles
NDIS Plan Tracking
Goal & Progress Monitoring
app.maxpilot.com
Every client, known and supported from day one
What you get

Participant Management Built for Real-World Care

Purpose-built for NDIS providers — designed around how care teams actually work.

Core

Complete Client Profiles

Store every participant's personal details, contact information, NDIS plan, and support history in a single, secure profile.

Core

NDIS Plan Tracking

Monitor funding allocations, support categories, and budget utilisation in real time — so your team always knows what's available.

Core

Goal & Progress Monitoring

Set individual goals for each participant and track progress across visits — ensuring every care interaction moves them forward.

Core

Family & Network Access

Enable clients' loved ones and support networks to stay informed and actively involved in their care with controlled access.

app.maxpilot.com
Welcome every client the right way
Step 01

Welcome every client the right way

Welcome every client the right way
MaxPilot makes onboarding new participants smooth and thorough. Upload care plans, capture goals, connect family members, and ensure every member of your team has the context they need from the very first shift.

  • Upload care plans and set goals during onboarding
  • Capture participant preferences, needs, and risk information
  • Grant family members controlled access to care updates
See it in a live demo
app.maxpilot.com
Every detail, always current and accessible
Step 02

Every detail, always current and accessible

Support workers and coordinators can access complete participant profiles from any device. Notes, care plans, shift history, and NDIS documents are always available — so no one walks into a shift uninformed.

  • Reduce Admin Time
  • Improve Care Consistency
  • Maintain NDIS Compliance
See it in a live demo
How it works

Participant Management

Ensure your teams are focused on the right areas. Care plans are accessible to every support worker before they begin a shift. right areas.

Help your teams track and measure client progress. Goals are visible, updatable, and linked to every care interaction.

Enable clients' loved ones to play an active role in their care. Controlled access keeps families informed and involved.

FAQ

Experience the Impact of Smarter Participant Management

Can't find what you're looking for? Our support team is based in Australia and responds within 2 business hours.

Client Onboarding

Welcome new participants with a structured, digital onboarding process. Capture all essential details — personal information, NDIS plan, goals, medical notes, and emergency contacts — from one central form, ensuring nothing is missed.

NDIS Plan & Funding Tracking

Monitor each participant's NDIS funding allocation across all support categories. Track budget utilization in real time and receive alerts when funds are running low — so your team can plan service delivery with confidence.

Goal Setting & Progress Monitoring

Create individual care goals for each participant and track achievement across every visit and shift. Progress notes are linked directly to goals, giving coordinators and families a clear picture of outcomes over time.

Document & Record Management

Store all participant documents — care plans, assessments, consent forms, and correspondence — in one secure, searchable location. Role-based access ensures only the right people can view sensitive records.

Family & Support Network Access

Enable participants' families and informal supports to stay connected and informed. Provide controlled access to care updates, progress notes, and upcoming schedules — keeping loved ones involved without compromising privacy.

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Free 14-Day Trial

See Participant Management in action

No credit card required. Full platform access from day one.