How to transition from manual client notes and word doc invoices to an easier way - NDIS client admin
Read Time – 3mins
Still using manual ways to manage your NDIS client admin?
Running your own NDIS support business can be incredibly rewarding—but the admin side often feels like a second job. For many support workers and providers, “business admin” still looks like this:
- Handwritten notes after each client visit, sitting in a notebook (and sometimes misplaced or forgotten at home)
- Sticky notes or reminders on your phone to track important details
- Using your phone’s calendar to manage appointments—hoping you don’t double-book
- A separate time-tracking tool to log travel or sessions
- Creating invoices in a Word document, saving them as PDFs, and manually emailing them off for payment
This patchwork system can work…until it doesn’t anymore. It’s time-consuming, fiddly, and leaves a lot of room for error. If you’ve ever spent a Sunday night catching up on paperwork, you know how draining it can be.
The reality of manual admin
The “old” way often means admin gets pushed to evenings or weekends, precious time that could be spent with your family, resting, or even booking more client sessions. For NDIS support workers and providers, this cycle can feel endless: care for clients during the day, then spend hours piecing together invoices, updating spreadsheets, and writing up notes or creating service agreements afterwards.
Not only does this chew into your personal time, it also delays payments. The longer it takes to prepare and send invoices, the longer it takes for money to land in your account. That’s income you need now!
What if admin didn’t have to be a headache?
Imagine finishing an appointment with a regular weekly client, knowing your notes, session times, and invoices were already taken care of—no Sunday night catch-ups, no tax time worry that you don’t have all your receipts, never miss a client appointment or make a mistake on an NDIS invoice again.
What if:
- Your client appointments linked directly to their notes and billing?
- Both you and your client received automatic email confirmations and reminders so you never muddle up a session time again?
- Invoices were created for you, matched to the NDIS price guide, and ready to send in a few finger taps (error free!)?
- Expenses were tracked automatically against your profit, so you know what you earn in a glance – ready for tax time?
Instead of juggling multiple programs, manual systems or documents, everything could be managed in one place.
The simpler way for NDIS support workers and providers
There’s a better way to handle your client notes, invoices, and business admin—and it doesn’t involve switching between programs or setting aside a whole day just for paperwork.
It’s called Earni. And Earni is here to make your life easier, simpler, and stress free. Earni is here to remind you that the important work you do, shouldn’t be overshadowed by admin. Earni is here to do your admin work, so you can focus on what you do best.
Save time each week, get paid faster, stay organised, reduce stress.
It’s time to reclaim your time!
Take a look at Earni, and spend more time where it matters.
