At Credability Systems, our team has years of experience in understanding the complexities of NDIS Plan Management and the critical need for agencies to achieve efficiency without compromising accuracy. That’s why Planability goes beyond simple workflow automation — we provide intelligent tools that not only reduce time spent on daily tasks but also safeguard the integrity of claims processing. Here’s how Planability empowers plan managers to focus on what they do best - supporting participants.
Why Planability?
Planability doesn’t just automate tasks — it enhances every aspect of plan management; from claims processing and reconciliation to data security to communications. With features like bulk invoice scanning, automated compliance checks, and coordinated plan notifications, our platform is the ultimate solution for scaling your operations while maintaining precision and control.
By trusting Planability, you’re not just improving workflows; you’re laying the foundation for sustainable growth, increased client satisfaction, and better support for Participants.
Claims Processing and Reconciliation Made Easy
Planability simplifies claims reconciliation, turning a complex process into a breeze. Choose from 5 invoice input methods to tailor to your Agency processes, and real-time claims data will give you instant claim adjudication. With automated invoice matching you can track payments with claim PRN's, spot discrepancies, and generate detailed financial reports in moments.
Say goodbye to manual reconciliation and hello to more time for what matters most — supporting your participants.
Guardrails for Seamless Invoice Scanning and Claims Processing
Planability takes the hassle out of invoice scanning with advanced automation and robust validation checks. Our bulk scanning solution with optional mailbox integration automatically reads the required claim information and creates a claim in Planability ready for your review. This allows agencies to process invoices in minutes, reducing manual data entry by up to 90%. Every claim passes through an extensive series of checks and balances, ensuring compliance with NDIS guidelines before submission.
Real-time claims processing, powered by our proprietary APIs, provides instant validation directly with the NDIA. This means claims are processed accurately and efficiently, with immediate feedback on any issues, eliminating delays and guesswork. With Planability, your claims are safeguarded every step of the way.
Securing Data and Protecting Compliance
Your data is in safe hands with Planability. As an ISO 27001:2022-certified platform, we adhere to the highest standards of information security. Our systems include mandatory two-factor authentication (2FA) for sensitive actions such as sensitive data export and changing of bank details, ensuring secure access for all users.
We’ve processed billions of dollars in claims with unmatched reliability, supported by encrypted data storage, data backups, and an in-house team dedicated to maintaining the platform’s integrity. Whether it’s Participant details or financial data, Planability’s infrastructure keeps your information protected around the clock.
Comprehensive Client Management Platform
Managing clients is effortless with Planability’s powerful management tools. Our platform centralises everything you need, such as a customisable onboarding form, detailed plan history and budget tracking, service agreements, associated contacts, notes and alerts, and individual preferences.
For example, clients can quickly approve invoices through the Planability mobile app or automated email notifications, making approvals faster and easier. Notifications keep Participants, Carers, and Support Coordinators in the loop, while comprehensive reporting gives you a complete snapshot of each Participant’s budget and forecasted spend.
A Trusted Partner for Your Growth
Planability isn’t just software; it’s a partnership. Trusted by over 220 plan management agencies ranging from newly registered to established enterprises, we facilitate hundreds of thousands of claims monthly and this continues to grow.
Our all inclusive pricing ensures you receive everything you need without hidden surprises, with flexible options to add-on for increased efficiency. You'll receive tailored onboarding, initial training unlimited user accounts, and ongoing support. With a dedicated team ready to assist via phone, email, webchat, or our 24/7 knowledge base, we’re here to help you succeed.
Agencies using Planability experience an average of 14% quarterly growth, with advanced features like mailbox integration driving results of up to 20%. By reducing workloads and enhancing accuracy, Planability empowers you to scale your operations while delivering exceptional service.
With Planability, you’re not just adopting software — you’re gaining a comprehensive solution that transforms how you manage NDIS plans. From automation to security, reconciliation to support, we’re here to make your agency thrive. Experience the difference with Planability and take the first step toward a smarter, more efficient future.
Ready to see Planability in action?
