• Maintain and update the documentation, including policies, forms, templates, and client handbooks.
• Prepare, pre-fill, and manage service agreements, onboarding forms, and intake documents.
• Maintain up-to-date client records in Astalty (client management system).
• Ensure accuracy and confidentiality of all participant files and case notes.
• Enter, file, and manage NDIS documentation and correspondence.
• Compile and format reports, schedules of support, and funding requests for submission.
• Maintain and oversee the organisation's SharePoint system to ensure it is structured, secure and up to date.
• Upload and organise business documents, client records, policies, procedures and templates in accordance with privacy and compliance requirements.
• Ensure that all relevant documentation, including service agreements, assessments and correspondence, is accurately filed and accessible to appropriate staff.
• Liaise with management to implement improvements to the file management system and ensure ongoing compliance with data storage and confidentiality standards.
• Maintain accurate audit trails and support preparation for audits or plan reviews.
• Maintain and update the organisation’s WordPress website with service changes or new content.
• Upload service information, and announcements as directed.