AI for support coordinators and plan managers
Support coordinators, specialist support coordinators, recovery coaches and plan managers spend a large share of every week writing reports, explaining plans and checking invoices. The judgement in that work is yours. The assembling, formatting and chasing can be taken on by systems built around how your team already works.
What AI can take on in a coordination or plan management team
Progress and implementation report drafts
A first draft assembled from your case notes, in the structure the planner expects, for the coordinator to correct, add their judgement to and sign.
Plans and letters in plain language
A plan, a decision letter or a service agreement turned into a plain-language or Easy Read summary for the participant, checked by the coordinator before it is shared.
Provider shortlists with reasons
A participant’s stated needs, location and preferences matched against your own vetted provider list, with the reasons shown, so the coordinator can discuss real options rather than search from scratch.
Invoice checking for plan managers
Each invoice checked against the service agreement, the plan budget and the published price limits, with mismatches flagged for a person to decide.
Staff questions answered from your own documents
Your policies, the pricing arrangements and the Practice Standards, searchable in plain language, with the source and its date on every answer and a route to a person when the answer is missing.
Meeting notes and follow-ups
With consent, a recorded meeting turned into notes and an action list, routed to the right people, with dates for service agreements, plan reviews and budget checks tracked automatically.
What stays with people
- Decisions about a participant’s supports, and every conversation with a participant or family.
- Anything sent to the NDIA or a provider on a participant’s behalf is signed by a person.
- Advice about a participant’s rights, reviews and appeals stays with the coordinator, an advocate or a lawyer.
- Participant information goes only where you have agreed it can go.
A draft is a draft until someone who knows the work has read it and signed it off. Every system we build waits for a person before anything is sent, submitted or decided.
On request we review the exact content against the NDIS Practice Standards and state the scope of that review in writing.
What we can build for you
- A report-drafting tool that uses your templates and your case notes.
- A plain-language and Easy Read tool for plans, letters and agreements, with your review step built in.
- An invoice-checking workflow for plan managers, connected to the systems you already use.
- A knowledge base of your policies and the NDIS documents your team relies on.
The wider set of provider needs, from accessible participant information to rostering and data, is on AI for NDIS and disability providers. Videos and audits at fixed prices are on AI and custom software for NDIS providers.
How to start
- A discovery session at $220 an hour inc GST: we work through one task with you, look at what you already have, and give you a written scope. You keep the scope whether or not you build with us.
- A defined prototype: one task, working in your setting, with a clear finish line and a fixed written quote, agreed before any work starts.
- A custom build in staged milestones, each quoted in writing before it starts, so you can stop at any stage and still have something you can use.
Why aXai
aXai is a disability-led AI, software and accessibility company. We build AI systems, software, and concepts and prototypes ready to scale, and we deliver them through AI-supported work: skilled people with disability in real, properly paid roles, working to clear quality standards, with AI removing the barriers and people keeping the accountability.
Every project runs on our own infrastructure, the Decision Bus and Project Layer, so each step is planned, signed off by a person and on the record. That is our operating advantage. Read how it works.
Related pages
- AI for NDIS and disability providersAccessible participant information, induction content, admin automation, note drafting and staff knowledge bases, with a person signing off.
- AI for SIL and SDA providersRosters, shift handovers, incident report drafts, accessible house information and worker induction for SIL and SDA providers.
- AI for your sectorOne page per sector: the real tasks AI can take on there, what stays with people, and what we can build.
Tell us the task
Describe one task in your own words, without any client, participant or patient details. We will reply by email with the next step, usually a discovery session. Prefer to talk first? Contact us.