Service delivery
Operations
Health & clinical
Community, youth & family
Quality & safeguards
Shared / data
Adoption path:
PROVEN ON BPA
START HERE
BUILD ON
Service
STAGE 1
Engage
Referrals, intake, outreach, waitlists
STAGE 2
Assess
Needs assessment, eligibility, NDIS plan review
Assessment: Needs & goals
Eligibility, Funding checks
STAGE 3
Plan
Support plan, goals, services and roster match
Care: Support plans
NDIS plan: Budgets & supports
STAGE 4
Deliver
SIL / in-home, day programs, community & youth services
Shifts: Daily support
Health: Vitals & wellbeing
STAGE 5
Monitor
Progress notes, health tracking, risk & alerts
Health: Thresholds & alerts
Care: Progress vs goals
STAGE 6
Evidence & Claim
NDIS claims, grant acquittals, incident reporting
Finance: NDIS claims
Safeguards: Incidents
STAGE 7
Review
Plan review, transition, exit, re-engagement
Care: Plan reviews
Clients: Status & outcomes
Ops
STAGE 1
Workforce
Recruit, onboard, train, certify, retain
Workforce: Staff records
Clearances: NDIS checks, WWCC
STAGE 2
Roster & Sites
Shifts, skills-to-site matching, timesheets
Rostering: Shift coverage
Sites: Homes & hubs
STAGE 3
Quality
Audits, incidents, practice standards, safeguarding
Quality: Audits & actions
Standards: NDIS practice stds
STAGE 4
Finance
NDIS billing, grants, payroll, budgets
Finance: Claims & billing
Grants, Funding & acquittals
STAGE 5
Governance
Board, strategy, risk, community impact
Board: Packs & risk
Analytics: Outcome KPIs
Disability Services (NDIS)
SIL / SDA, 24/7 supported living
Day programs: community access, skills
Support coordination: plan maximisation
School-to-work / SLES: transition
Respite: short-term & emergency
Youth Services
Mentoring & counselling, wellbeing
Case management: wraparound support
Group programs: workshops, activities
Engagement: after-school, holiday, outreach
Children & Families
Early intervention: developmental support
Family support, parenting programs
Playgroups & readiness: school transition
Child safety: child-safe standards
Intersection 1
Participant / client: one person may span disability, youth and community programs
Intersection 2
NDIS plan: drives supports, rostering, evidence and every claim
Intersection 3
Site / location: links participants, roster, compliance and health monitoring
Intersection 4
Incident: feeds safeguarding, workforce training and care plan updates
Intersection 5
Evidence: shift notes underpin claims, outcomes, audits and funder reports
Progress & shift notes
Paper, Word docs, texts to coordinators · Support workers
MANUAL
Health observations
Paper charts in the home, no thresholds or alerts · Frontline staff
MANUAL
NDIS claiming
Evidence hunted down, re-keyed into the portal · Finance
MANUAL
Incidents & safeguards
Email + Word forms, follow-ups in memory · Quality team
MANUAL
Clearances & training
Spreadsheet expiry lists, chased by hand · People & culture
MANUAL
Board & funder reporting
Hand-assembled from all of the above, every cycle · Exec
MANUAL
BPA (bpautomate.com)
is the business process automation platform built and delivered by Norbrik. Registers, forms,
approval workflows, portals, dashboards and AI agents are configured on one secure platform, so each
opportunity below is a configuration exercise measured in weeks, not a software build measured in years.
Participant records, shift evidence, incidents and claims sit on the same data model, so the story connects
from the frontline to the board.
Registers
Structured records for participants, sites, plans, incidents and clearances, with history, security and audit built in.
Forms & Portals
Mobile-friendly forms for the frontline and secure portals for families and funders: capture once, at the point of care.
Workflows & Approvals
Escalations, reminders and sign-offs: incident follow-ups, plan reviews and expiry chasing run themselves.
Dashboards & Reports
Live views over the same data: coordinators, quality, exec and board see one truth; funder reports assemble from source.
AI Agents
Summarise shift notes, flag risks, draft reports and triage inbound email: humans stay in control of decisions.
Integrations
Connects to payroll/finance, Microsoft 365, email and external APIs: BPA orchestrates, existing systems stay in place.
Worked example: a support shift, end to end
Mobile form
Worker logs the shift
Shift note, vitals and observations captured on a phone at the point of care: no paper.
AI Agent
Risks surfaced
Notes summarised; out-of-threshold vitals and concerning patterns flagged automatically.
Workflow
Right people alerted
Alerts route to the coordinator or on-call; incidents open with follow-up tasks attached.
Registers
Evidence accrues
Every note lands against the participant, their goals and their plan: claim-ready.
Dashboard
One live view
Coordinator, quality and board dashboards update the moment the shift is saved.
BPA Automation Opportunities: Where the Platform Fits
Health & Wellbeing Monitoring
PROVEN ON BPA
Vitals, health assessments, thresholds, risk alerts and overrides: live in production with an NDIS provider today
Mobile forms · AI risk flags · alert workflow
Participant & Site Records
PROVEN ON BPA
Participant records, baselines, GP info, sites and security groups: the foundation everything else builds on
Registers · row-level security · audit
Care & Support Plans
START HERE
Support plans, goals, progress notes, plan reviews and transitions: evidence lines up with NDIS plans
Registers · mobile forms · review workflow
Incidents & Compliance
START HERE
Incident capture, escalation and follow-up; audits, practice standards, corrective actions, board reporting
Forms · escalation workflow · dashboards
Workforce & Clearances
BUILD ON
Staff records, training, certifications and clearance expiry tracking with automatic chasing
Registers · reminder workflow · reports
Where would automation give your frontline hours back?
We use this map as the starting point for a working session with your team: overlay your current
systems, find the paperwork seams, and shortlist the two or three opportunities with the fastest payback.
No obligation, and you keep the annotated map.
Disclaimer: Norbrik Pty Ltd · ABN 70 600 064 631
© 2026 Norbrik Pty Ltd (ABN 70 600 064 631) (“Norbrik”). All rights reserved.
BPA is a platform owned and delivered by Norbrik Pty Ltd; all engagements are contracted
with Norbrik Pty Ltd. This document is a general discussion aid. It describes a typical community care
and support provider operating model, drawn from publicly available information and Norbrik's sector experience;
it does not represent the specific operations, systems or current state of any particular organisation, and the
mix and weighting of activities will vary by provider. Automation opportunities shown are indicative only and
are subject to discovery and agreed scope. Norbrik shall not be liable for any losses, damages, costs or
expenses arising from reliance on the contents of this document. Products referred to in this document are
trademarks of their respective owners or suppliers, and these trademarks are hereby acknowledged.