🧑💼 Participant Profiles
All personal details, preferences, risks, and special requirements in one clean layout.
Finally - a clear, calming, “everything-in-one-place” participant hub that links client details → funding → rosters → invoices → notes → audit reports automatically. No more missing documentation, no more invisible funding blowouts, no more guessing. Just clean data, accurate billing, and full compliance built into your daily workflow.
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Let’s be honest - participant data isn’t “one little admin task.” It’s the beating heart of the entire NDIS business.
And when it lives in spreadsheets, ShiftCare exports, emails, staff notes, and random folders? Things slip. They always slip.
One of your peers told you the truth straight:
They lost $84,764 last year because their software didn’t show real-time funding usage in rostering.
RomeoHR’s Participant Management module gives you something most NDIS systems simply don't: true visibility.
Every detail, every dollar, every document, every shift - connected.
Automatically.
This isn’t an “add-on.” It’s your foundation.

Picture this:
That’s the transformation: clarity → confidence → control.
Director of Operations, NDIS Provider (VIC)
We didn’t realise how much money we were losing until RomeoHR showed us. As Director of Operations, I could see revenue coming in but not exactly where we were leaking. Last year alone, we worked out we’d lost over $90,000 simply because our previous setup didn’t show real-time funding usage against actual rosters. With RomeoHR, every shift now aligns clearly with available funds - coordinators see the impact before they approve, not months later. No surprises, no silent losses, and far stronger confidence in our numbers.
Program Coordinator, NDIS Provider (NSW)
As a Program Coordinator, the biggest shift is that all our participant details are finally in one place. Preferences, risks, goals, funding, key documents, and notes all sit in a single profile instead of being scattered across emails and spreadsheets. I spend far less time chasing information and at least 8–10 hours a week more on actual support planning.
What You Get:
| For Business Owners / Directors | For Operations Managers | For Admin/Finance Teams | For Compliance Managers |
|---|---|---|---|
| Funding visibility that protects revenue | Fully connected roster → invoice → payroll flow | Case notes, shift notes, invoices, and documents all in one place | Instant audit-export for participant evidence |
| Real-time alerts for under/over usage | Instant insight into participant requirements, risks, preferences | Zero double entry | Linked documentation, incident reports, and onboarding forms |
| Automatic deduction of block funding as rosters are created | No more manual checks or cross-system chaos | Audit-ready records on demand |
SCHADS-aligned shift records and notes
No more blind rostering. RomeoHR automatically calculates availability, balance, under/over utilisation, and flags issues before they become expensive mistakes.
Capture everything: personal details, support needs, wheelchair access, dietary notes, behaviour triggers, communication preferences - all structured and searchable.
Every participant has a clean folder containing onboarding forms, consent forms, notes, services delivered, incidents, invoices, and shift history. Exportable in one click.
All personal details, preferences, risks, and special requirements in one clean layout.
Block funding allocations auto-link to rosters, deducting hours and calculating balances in real time
Alerts for funding unavailable, overutilised, or underutilised before you save the shift.
Staff write notes through the app and they instantly attach to the correct participant.
See planned, completed, and billed services in one place. Full transparency.
Download participant-specific audit folders with every required document included.
Client Services Lead, NDIS Provider (WA)
Participant audits used to be a nightmare. I’d spend days pulling notes from one system, forms from another, and chasing staff for missing evidence. Now I click ‘Download Audit Report’ in RomeoHR and everything’s there - notes, forms, documents, and shift history in one bundle. Our last participant audit took about 90 minutes instead of three days, and I walked out feeling confident instead of exhausted.
Registered Nurse, NDIS Provider (TAS)
The team actually uses this system because it’s simple. That alone has fixed half our compliance problems. As a Registered Nurse, I used to worry about incomplete notes, missed observations, and care plans not being followed through. With RomeoHR, staff can see what’s required for each shift, record what happened in real time, and everything flows into one clinical record. I spend less time chasing gaps and more time focusing on quality of care.
Let’s Address the Real Questions
Yes - and that’s because RomeoHR is built with an intuitive layout and minimal steps.
Ironically, staying with the current mess is what’s costing the most time.
Yes. Real-time funding checks eliminate accidental overservicing or underservicing.
Yes. RomeoHR replaces multiple disconnected systems and saves thousands.
Operations Manager, NDIS Provider (VIC)
I thought switching systems would slow us down - it did the opposite. Within two weeks of moving to RomeoHR, we uncovered funding misallocations we’d been missing for months because rosters, claims, and payroll finally lined up in one place. From an operations perspective, it basically paid for itself in the first month.
When participant data is scattered, your business leaks time, money, and compliance evidence.
When it’s centralised in RomeoHR, everything works.
Yes - every plan includes full participant profiles, notes, funding, and documents
Yes - funding deducts in real time as shifts are scheduled.
Absolutely - wheelchair access, risks, triggers, preferences, everything.
Most providers save 40+ hours per week once participant data is centralised.
Yes - full evidence packs export instantly.
Yes. Notes attach automatically to the correct participant.
Yes - real-time funding alerts prevent accidental losses.
ABN : 55 669 693 930 • Based in Australia