Compass documentation

Compass is the free Clearline Health app for NDIS families. Your person's plan, providers, goals, appointments, and shared documents — in one place, with you in control of who sees what. Compass works on phones, tablets, and computers, and installs to your home screen like an app.

New to Compass? Start with Sign up. Already running? Skip to Plan + funding or Connect.

What is Compass?

Compass is a free app designed for the person who runs the NDIS plan day-to-day — usually a parent, partner, or carer. It's not for service providers; that's Aura OS. It's not for Support Coordinators; that's Pilot. It's not for OTs; that's Scrive. Those four apps talk to each other via Connect.

What Compass does:

• Stores your NDIS plan details + funding buckets in plain English
• Tracks who's on your care team — providers, OTs, plan managers, support coordinators
• Logs appointments + goals + progress notes
• Holds documents (assessments, reports, NDIS letters) in one place
• Helps you prepare for plan review — checklist + evidence pack
• Receives plan + clinical updates automatically from any linked provider or OT, with your approval

What Compass is not:

• It's not a billing tool. You don't invoice through Compass; your providers do that.
• It's not a payment system. Money still moves through the NDIS portal + your plan manager.
• It's not a substitute for a Support Coordinator. SCs can use Pilot to coordinate on your behalf; Compass complements that.

Sign up — magic link signin

Compass uses passwordless signin via email. No password to remember, no password to lose.

1. Visit clearlinehealth.com.au/compass on the device you'll use most. We recommend a phone — Compass works great as a home-screen app.
2. Enter your email address in the signin form. Use a real email you check regularly; this is where everything will arrive.
3. Click Email me a sign-in link. A one-tap link arrives within 30 seconds. Subject: "Your sign-in link for Compass".
4. Click the link in the email. Compass opens, you're signed in, and you'll see the empty dashboard.
5. Optional: set a password for faster future signins. You'll be prompted in a dialog. If you skip, you can keep using magic links every time — no difference in functionality.

Set up your first plan

On first signin, Compass shows an empty dashboard with a prominent Let's set up your plan banner. The plan is the centre of everything — funding, providers, goals all hang off it.

1. Tap Set up plan →. The plan-edit screen opens.
2. Enter the participant's basic details. Name, NDIS number (9 digits, no spaces), date of birth.
3. Plan dates. Start date + end date, both from the participant's most recent NDIS plan letter.
4. Plan management type. Self-managed / plan-managed / agency-managed / combination. Affects who can invoice the plan and how.
5. Funding categories. Add the funding buckets from your plan — Core, Capacity Building, Capital — with totals and remaining balances. Update these as money is spent.
6. Save. The dashboard now shows a populated plan, days remaining, plan review countdown.

If your plan has just changed and you're partway between two plans, set up the current one. You can archive it and start fresh at the next plan period.

Plan + funding buckets

The My plan page shows everything about the current NDIS plan: dates, funding categories, plan manager details, registration status. Edit any of it from this page; changes save instantly.

Funding buckets track how much money is in each category and how much is left. Compass doesn't connect to the NDIS portal — you update remaining balances yourself, as invoices come in. Most families update monthly or after a big purchase.

The Plan review countdown on the dashboard tells you how many days until the plan ends. Compass nudges you when you cross 90, 60, and 30 days remaining so you have time to prepare.

Providers + Care team

The Providers page is a directory of everyone who supports the participant — SIL providers, allied health, plan managers, support coordinators, equipment suppliers. Each entry has contact details, registration status, expiry dates, and notes.

The Care team page is different: it's the live list of who's currently linked to your plan via Connect. Providers in the Care team can send you data and receive your approved scope of sharing automatically. Providers in the Providers directory are just contact-list entries.

Most providers will end up in both — Providers (contact info) and Care team (active Connect link). You can have someone in the Providers list without a Connect link, e.g. a casual plan manager you only contact once a year.

Goals + progress notes

NDIS plans are written around goals. Compass lets you track them in plain English:

• Add a goal — title, category, current status, target completion date
• Log progress notes against the goal — anything from a one-line update to a paragraph
• Mark progress notes with a sentiment (improving, steady, regressed) so trends are visible

At plan review time, Compass can package up all goals + progress notes into a single report you bring to the planner. That's covered under Plan review prep.

Appointments

Track upcoming and past appointments — OT sessions, GP visits, allied health, NDIS planner meetings. Compass shows the next 7 days on the dashboard and a full calendar view in the Appointments module.

If your OT uses Scrive, they can send appointment proposals directly into your Compass — you accept or counter-propose without a back-and-forth email. The audit trail is preserved.

Documents

Upload PDFs, photos, and Word files into the Documents module: NDIS plan letters, assessments, equipment quotes, AT reports, anything you want to find quickly later. Documents are tagged by type (Plan / Assessment / Report / Quote / Other) and searchable.

If you've linked an OT via Scrive, their finalised reports flow into Documents automatically — tagged with the report type and the OT's name. You don't have to chase them for the PDF.

Plan review prep

The Plan review page is a 15-item checklist for NDIS plan review: goals progress, funding utilisation, evidence of need, current and future supports. Compass pre-fills as much as it can from your data — goals, providers, appointment history — and you fill in the rest.

When you're done, the page exports a one-page summary you bring to the planner meeting (or attach to your renewal application).

Cross-product evidence: if your SIL provider is linked via Connect, the funding utilisation section pulls actuals automatically. If your OT is linked, the goal-progress section can attach their latest report. No copy-paste.

Family history

A private space for context that doesn't belong elsewhere — diagnostic history, what's worked in the past, what hasn't, family contacts, previous providers. Useful at intake when you're introducing a new provider or therapist.

Family history is private to your Compass account by default. Nothing here is shared via Connect unless you explicitly approve.

Activity log

Every action that touched your account — every signin, every plan edit, every Connect link approved/revoked, every document upload, every cross-product data read — appears in the Activity log. Sorted by date, exportable as a PDF.

This is your evidence trail if you ever need to answer the question "who saw my person's data, and when?". Particularly useful at NDIS plan reviews and any consent dispute.

How Connect works

Connect is the layer that lets your Compass plan exchange information with the other Clearline apps — Aura OS (providers), Pilot (Support Coordinators), Scrive (OTs). Every link is opt-in, approved by you, and revocable at any time.

The full Connect story — what data shares, what doesn't, how the audit trail works — is documented separately: Connect documentation.

Three quick things to know:

• You invite providers and coordinators by email, from Care team or the sidebar Send an invitation button. They get a sign-up link in their inbox. No codes to copy, no IDs to share.
• Every link is gated by your explicit approval. No data flows until you tap Approve.
• You can revoke any link, any time, from Care team. Effective immediately.

You've been invited by a provider

If you receive an email from hello@clearlinehealth.com.au with a subject like "[Provider name] invites you to connect on Compass — for [your person's name]", a SIL provider has invited you to link your Compass account to theirs.

1. Open the email. Check the provider name + the participant name match what you expect. If anything looks off, ignore the email and contact the provider through a number you have on file to verify.
2. Tap Accept this invitation. A navy button in the email body. Opens Compass.
3. An amber banner appears at the top of Compass with the inviter context — provider name, participant name, any personal message they wrote.
4. If you don't have a Compass account yet, you'll see the standard signup form below the banner. Enter your email; complete magic-link signup as normal. The invitation context survives.
5. Add the participant's NDIS plan in Compass (if you haven't already). The link to the provider materialises automatically as a pending request once your plan is saved with the matching NDIS number.
6. Tap Approve on the pending link in Care team. The link goes active immediately.

You can dismiss the banner at any time without accepting. The token sits in your browser for that session only — closing the tab clears it. To accept later, click the email link again (works for 7 days).

Invite a provider or coordinator yourself

If you want to link to a SIL provider or Support Coordinator who hasn't reached out yet, you can initiate the link from your side. All you need is their email address.

1. In Compass, open Care team. Or tap the Send an invitation button in the sidebar — both open the same flow.
2. Choose who you're inviting — SIL provider (Aura OS) or Support coordinator (Pilot).
3. Enter their email address. Add an optional note so they recognise who's inviting them.
4. Tap Send invitation. They receive an email with a sign-up link to the right app.
5. When they accept, the link materialises in Care team. For SIL provider invites, the provider approves the connection from their side. For Support Coordinator invites, the link goes active once they sign up.

If your plan doesn't have an NDIS number set yet, you'll see a prompt to add it on My plan first — the NDIS number is what matches your participant to the provider's records once they accept.

Already pending an invitation to that email? You'll see a friendly nudge instead of a duplicate send. Cancel the previous one from Care team, or wait for it to expire (7 days), then try again.

Approve, decline, revoke

From Care team, you have three actions per link:

• Approve a pending link → data flow opens. Use this when the inviter is who you expected.
• Decline a pending link → permanently rejected. Use when you don't recognise the inviter or you've changed your mind. Their side sees the decline; they'd need to re-invite if it was a mistake.
• Revoke an active link → severs the connection. The provider stops receiving any data immediately. Use any time, no explanation needed.

All three actions are logged in the activity log with timestamps.

Sign in / sign out

Compass signs you out automatically if you're inactive for several days. For shared devices (family computer, public terminal), sign out explicitly when you're done — Settings → Sign out.

When you sign out, Compass clears your account info from the device. The next person using the same browser sees the standard signin form, not your data. (Improved 2026-05-16 — previously some cached data could linger; that's fixed now. Hard-refresh if you see something unexpected.)

Install Compass on your phone

Compass works as a Progressive Web App — install it from the browser to get an app-like experience without the App Store.

iPhone (Safari): Tap the Share icon at the bottom of the screen → Add to Home Screen. Compass appears on your home screen with the compass icon. Open it from there and the address bar disappears — it looks and feels like a native app.

Android (Chrome): Tap the three-dot menu → Install app. Same result.

Compass is also available on the Apple App Store (search "Compass by Clearline Health"). The web version and the App Store version share the same account — sign in on either, your data shows on both.

Privacy & data

Compass is your record. Some specifics:

• Your plan + provider + goal data lives in our database (AWS Sydney, Australian-hosted) and on your device for offline use.
• NDIS numbers are stored as one-way cryptographic hashes after entry. The plain number never travels between apps.
• Email + name are stored in plaintext for signin + display purposes only. Never sold, never shared with third parties.
• Connect links each have their own audit trail. You can see who accessed your data and when via the Activity log.
• You can delete your account + all data at any time — Settings → Delete account. Confirms via email; effective immediately. Audit log retained 7 years per NDIS Commission requirements.

Full details: Privacy Policy + Compliance posture.

Get support

Email hello@clearlinehealth.com.au. We reply within 1 business day (often faster). Include:

• What you were trying to do
• What happened instead
• Screenshot if visible
• The email address on your Compass account (helps us find the right record)

For NDIS questions specifically (not Compass), the NDIS Commission's support is ndiscommission.gov.au. We can't answer "is X covered under my plan?" — that's between you, your planner, and the NDIA.