The Fully Automated Document Lifecycle Designed for NDIS & Aged Care Providers

Turn every file, form, and signature into an intelligent workflow that protects your compliance, eliminates admin, and keeps your entire organisation audit-ready.

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ISO 27001, ATO, ISO 9001, SOC 2, HIPAA, GDPR compliant
Section Head
Problem Section

Why “Document Chaos” Is Burning Your Time, Money, and Peace of Mind

Your current tools treat documents like static files.
SharePoint folders. PDF uploads. Scattered Google Drives. Email attachments.
None of them speak to your rostering, invoicing, compliance, or payroll systems.

And the result?

Lost or outdated documents
Staff who can’t find the right version
Manually emailing Plan Managers after every signature
Constant admin follow-ups
Comms scattered across inboxes
Compliance anxiety every time an audit is mentioned
Zero automation, zero intelligence, zero visibility

Providers told us:

Sarah Whitmore, Operations Manager, Victoria

“Nothing was user-friendly. Nothing was all in one. We were using multiple systems that didn’t sync at all.”

Olivia Ward, Compliance Officer, South Australia

“Documentation was 75% of my workload - the admin was too much.”

Alexander Price, Service Delivery Manager, Queensland

“ShiftCare was getting so expensive, and I still needed ClickUp and SharePoint just to track documents.”

This is the document burden RomeoHR eliminates.

Benjamin Clarke

Benjamin Clarke

Director of Operations, NDIS Provider (VIC)

(5 stars)

Documentation was honestly taking over my life. It felt like 75% of my job was paperwork, not care, and I was constantly worried something would be missing or out of date when an audit came around. With RomeoHR, everything is stored properly, tracked automatically, and linked to the right workers and participants. Expiries, training, and incident follow-ups are no longer living in my head or on sticky notes. I don’t lie awake at night stressing about compliance anymore - I can actually sleep.

Chloe Mitchell

Chloe Mitchell

Client Services Lead, NDIS Provider (WA)

(5 stars)

Before this, nothing was all in one. We had documents in emails, folders on desktops, and bits of information spread across different systems that never synced. It was exhausting trying to find the ‘real’ version of anything. With RomeoHR, documents, compliance tasks, and workflows are finally connected in one place. Everyone knows where to go, nothing gets quietly forgotten, and it feels like a huge weight has been lifted off my shoulders.

The only NDIS-ready document intelligence system that automates the entire lifecycle - not just storage.


RomeoHR doesn’t give you a “document tab.”

It gives you a document nervous system.

With the Active-Doc Engine, every document you create, upload, sign, or update is:

🔵 Connected to the correct client, shift, staff member, service agreement, or workflow
🔵 Validated for compliance (NDIS & SCHADS)
🔵 Tracked for expiry dates & required follow-ups
🔵 Actioned automatically with triggers, alerts, tasks, and distribution
🔵 Filed in the right place without staff doing a thing
🔵 Auditable with full evidence chains

This is document automation, not document storage.

Introducing section
James Barker

James Barker

Finance & Billing Officer, NDIS Provider (ACT)

(5 stars)

From a Finance & Billing point of view, RomeoHR has completely changed how we work. Before, we were manually reconciling rosters, timesheets, and invoices, trying to keep NDIA claims and payroll in sync across multiple systems. Month-end always felt like triage. Now everything flows from roster to timesheet to invoice to payroll in one place, with clear variance reports and funding visibility. Our write-offs have dropped, cash flow is smoother, and I finally feel on top of the numbers instead of constantly catching up.

Emily Carter

Emily Carter

HR Manager, NDIS Provider (NSW)

(5 stars)

As an HR Manager, I used to juggle spreadsheets, shared drives, and email trails just to keep staff files and compliance up to date. Contracts in one folder, screening checks in another, training records somewhere else - it was a headache, and audits were worse. With RomeoHR, every worker has a proper digital file: contracts, checks, licences, training, reviews, and notes, all with expiry alerts and history. Onboarding is structured, performance reviews are traceable, and I finally feel like HR is running proactively instead of putting out fires.

Because This Is Where Compliance Actually Lives

Because compliance lives inside documentation.
Every provider we spoke to said their biggest risks and time drains were:


Missing police checks
Missing WWCC
Missing or incorrect service agreements
Outdated care plans
Incident reports filed too late
Progress notes incomplete or inconsistent
Documents buried inside folders staff cannot access
Plan Managers chasing copies of signed agreements

Your software should solve these problems automatically.
Not dump documents in a folder and ask you to remember what needs to happen.

How Documents Turn Into Automated Compliance - Step by Step

Why Section 1

AI-Powered Creation

Generate NDIS-compliant documents instantly:

📝 Service Agreements
⚠️ Risk Assessments
❤️ Care / Behaviour Plans
📄 Intake forms
✍️ Consent forms
📂 Onboarding documents
🧑‍🏭 Support worker compliance docs

AI pulls details from the participant profile, funding, goals, and past services - eliminating copy-paste errors and protecting you from audit risk.

Smart E-Signatures (No More DocuSign Costs)

Send documents for signature directly from RomeoHR.
Once signed:

📕 Auto-converted to PDF
👤 Auto-filed in the participant profile
👥 Auto-distributed to Plan Managers & Support Coordinators
🔗 Auto-linked to the correct workflow
Why Section 2

No downloads.

 

No uploads.

No emails.

No “Did you receive the agreement?” ever again.

Why Section 3

The Right Documents - In the Right Hands - Automatically

 

Support workers see care plans - but NOT service agreements.
Plan Managers see agreements - but NOT internal HR files.
Participants see their signed documents - but NOT staff compliance.


One toggle = full confidentiality.

Never Miss an Expiry - Stay Compliant Without Thinking About It

Every compliance document:

👮‍♂️ Police Checks
👶 WWCC
⛑️ First Aid
🧑‍💼 NDIS Worker Screening
🧑‍🦽 Participant Care Plans
⚠️ Risk Assessments
🧠 Behaviour Plans

…is monitored automatically.

The system alerts:

  • The worker
  • The admin
  • The coordinator

30 days before expiry so nothing ever falls through the cracks.

No more panic during audits.

Why Section 4
Why Section 5

When an Incident Happens, the Right Actions Happen Automatically

Support worker marks:

“Incident occurred during shift.”

The system instantly:

🚨 Generates incident form
🧑‍💼 Assigns to correct manager
✅ Creates a follow-up task
🗂️ Logs it into the participant file
🔗 Links it to the shift
⏰ Requires completion within 24 hours (customisable)
Zoe Harrison

Zoe Harrison

Program Coordinator, NDIS Provider (NSW)

(5 stars)

Support workers forgetting to write notes or report incidents was one of our biggest risks. Even with training and reminders, things slipped - especially on busy shifts. What we needed wasn’t more emails, but a system that triggered the workflow automatically. With RomeoHR, staff can’t just clock out and walk away; they’re prompted to complete notes and incident reports before the shift is considered done. Follow-ups and reviews are tracked in the background, so nothing quietly disappears. It’s been a game-changer for our quality and safeguarding - I’m no longer relying on memory or goodwill to keep us compliant.

Capture Documents On-Site - Instantly Compliant, Instantly Filed

Carers can take photos of:

✍️ Consent forms
🏠 Home hazard assessments
💊 Medication forms
📅 Daily logs

The app converts them into Active-Docs:

🗂️ Smart-filed
⚡ Trigger-ready
🛡️ Audit-friendly
🔗 Automatically linked to the shift
Why Section 6

No more texting photos.

 

No more email attachments.

No more lost paperwork.

Why Section 7

Audit Evidence Created Automatically - Without Human Error

Every document becomes:

⏰ Time-stamped
🧑‍💼 User-stamped
🧑‍🦽 Linked to participant
📆 Linked to shift
🧑‍🏭 Linked to the worker
📜 Logged in the audit trail
🗂️ Stored in the compliant document tree

And because it’s automated, your team can’t accidentally break compliance.

Stop Worrying About Documents - and Sleep Knowing You’re Compliant

What your business looks like after Active-Doc Engine


Documentation becomes effortless
Staff never “forget” compliance again
Plan Managers receive agreements instantly
Support workers always see the right documents
AI drafts agreements in seconds
Incident workflows trigger automatically
Your entire organisation becomes audit-ready by default
You eliminate 20–30 hours/week of document admin
Transformation Section
Sarah Whitmore

Sarah Whitmore

Operations Manager, NDIS Provider (VIC)

(5 stars)

As Operations Manager, I was constantly patching gaps between rostering, documentation, and compliance. If a worker forgot a note or a form, it became my problem days later. With RomeoHR, the workflow is built into the shift -staff are prompted to complete notes, incidents, and required forms before they’re done. I can see at a glance what’s outstanding and what’s overdue, instead of keeping a to-do list in my head. It’s taken a huge mental load off and made our operations feel controlled instead of reactive.

Liam Patterson

Liam Patterson

Support Coordinator, NDIS Provider (QLD)

(5 stars)

As a Support Coordinator, I need to know what’s actually happening with my participants -not just what’s in someone’s inbox. RomeoHR gives me a clear view of shifts, notes, incidents, and documents in one place, so I’m not chasing workers or sifting through emails to understand the story. When I speak with families or planners, I can answer confidently because the evidence is right there. It’s made coordination feel organised and professional instead of constant catch-up.

Why “Document Storage” Fails - and Document Intelligence Wins

SHIFTCARE CAREMASTER VISUALCARE ROMEOHR ACTIVE-DOC ENGINE
Static file uploads Basic document storage Uploads + limited templating AI document creation
No automated distribution No AI creation No AI Full workflow automation
Limited workflow logic No Active-Doc intelligence No distribution automation Auto-distribution
External tools required (DocuSign, SharePoint, Google Drive) No mobile document capture Auto-filing
Auto-expiry alerts
E-signatures integrated
Trigger-based workflows
NDIS compliance framework
Mobile capture → instantly audit-ready

This is not a “document feature.”

This is your compliance engine.

Emily Carter

Emily Carter

HR Manager, NDIS Provider (NSW)

(5 stars)

As HR Manager, I used to live in spreadsheets and shared drives just to keep up with contracts, licences, worker screenings, and training records. Every audit or complaint review meant days of chasing documents and hoping nothing was missing. Once we automated documents in RomeoHR - templates, expiries, reminders, and proper staff files - my workload and stress dropped immediately. I can see at a glance who’s compliant, what’s overdue, and what’s already handled. For the first time, HR feels proactive and under control instead of a constant fire drill.

James Barker

James Barker

Finance & Billing Officer, NDIS Provider (ACT)

(5 stars)

From a Finance & Billing perspective, document chaos used to slow everything down -missing agreements, outdated service schedules, unclear approvals. We’d hit roadblocks at invoicing because the paperwork behind the claim wasn’t easy to find. With RomeoHR automating documents and tying them to participants, services, and shifts, our billing flows cleanly and our evidence is always ready. Month-end is calmer, cash flow is smoother, and I’m not chasing people for paperwork anymore. It’s made a huge difference to both accuracy and peace of mind.

Frequently Asked Questions

Yes. The Active-Doc Engine is a core module inside RomeoHR, not an add-on or bolt-on. Every document you create, sign, store, or track is fully integrated into the platform and connected to your rostering, payroll, invoicing, and compliance workflows.

Yes - completely.

RomeoHR replaces file storage, e-signatures, distribution, and tracking in one system. You no longer need external drives, email attachments, or third-party signature tools. Documents are created, signed, filed, distributed, and tracked automatically inside RomeoHR.

Yes - with strict role-based visibility.

Staff see only the documents relevant to their role. Participants access their agreements and care documents. Plan Managers see what they need - and nothing they shouldn’t. Confidentiality and access control are enforced by the system, not manual rules.

Yes - fully automated.

RomeoHR continuously monitors expiry dates for worker checks, care plans, risk assessments, and agreements. The system sends proactive alerts before anything expires, so you’re never caught off-guard or scrambling before an audit.

Yes.

Support workers can capture photos, forms, and documents directly from the mobile app while on-site. These instantly become Active-Docs - automatically filed, time-stamped, linked to the correct shift or participant, and ready for compliance review.

Yes - natively.

Unlike systems that rely on fragile integrations, RomeoHR is built as one platform. Documents connect directly to shifts, invoices, payroll, and funding records. There are no silos, no syncing delays, and no manual reconciliation.

Yes - by design.

Every document includes a complete audit trail with timestamps, user actions, workflow history, and compliance metadata. When auditors ask for evidence, everything is already organised, searchable, and defensible - no last-minute panic.

Yes. We migrate your data and workflows into RomeoHR for you.

Most providers save money by eliminating 3–6 separate tools. And the time savings alone often exceed the subscription cost.

Active-Doc Engine -Document Control Without the Stress

RomeoHR’s Active-Doc Engine turns documents from a daily source of risk, admin, and anxiety into a fully automated compliance system that runs quietly in the background of your business.

Instead of storing files and hoping nothing gets missed, Active-Doc Engine actively manages the entire document lifecycle - from creation, to signature, to storage, to expiry, to audit evidence.

With Active-Doc Engine, you can:

Generate, sign, store, and distribute documents automatically - no emails, no attachments, no third-party tools
Track expiries, compliance checks, and required follow-ups without spreadsheets or manual reminders
Ensure the right people see the right documents with strict role-based access for staff, participants, and Plan Managers
✅  Trigger workflows from documents - incidents, reviews, approvals, and follow-ups happen automatically
Capture documents on-site via mobile and instantly convert them into audit-ready records
Maintain a complete audit trail with timestamps, user actions, and compliance metadata built in
Stay audit-ready by default, not by last-minute scrambling

The result?

✔ Fewer mistakes

✔ Fewer compliance risks

✔ Less admin

✔ Less mental load

✔ More confidence

✔ More time back for care

This isn’t document storage.

It’s document intelligence - built for NDIS & Aged Care compliance.