Pilot turns the work you do every week into the report you write every year.
Support coordinators do their best work between plans. Then plan review arrives and six months of advocacy has to be reconstructed from memory, emails, and a spreadsheet. Pilot captures the structured data behind your day-to-day. When plan review comes, it assembles a PACE-shaped report from what you've already done.
A support coordinator's caseload doesn't sit still. Workers come and go. Providers change. OTs cycle in and out. Plan reviews come and go. The one constant is the participant in the middle.
Pilot doesn't ask you to change your week. It captures what you already do — participants, contacts, goals, funding — in a structure that pays off when plan review comes.
Your activity, your overdue items, your upcoming deadlines on a single dashboard. Open Pilot first thing, see what needs you today, close it. No digging through six tabs to find the participant whose plan ends in three weeks.
Phone call, home visit, advocacy email — logged with date, participant, contact type, goal linkage, and funding utilisation in one short form. Goal observations attach automatically. The structured data is what plan-review week needs; you write it once, here.
Every event you log against a goal becomes a timeline entry. Quarter-by-quarter, you can see what moved and what didn't — with the contemporaneous notes still attached. No more guessing at the rationale for an April recommendation in November.
Pilot generates three NDIA-shaped reports. Each one pulls from events you've already logged, goal observations you've already recorded, and funding ledger entries you've already tracked. AI helps draft section text; you review, edit, and finalise. Every claim cites a source event so the audit trail is intact end-to-end.
Quarterly or mid-plan: where the participant is against each goal, what's working, what's shifted. Pulls from the goal timeline; drafts the narrative.
Seven-section NDIA template covering service set-up, capacity-building work, and barriers encountered. Pulls from your event log; drafts the narrative.
The big one. Goal outcomes, funding utilisation, and the line-item funding justification flow with drill-down to the source data behind every requested hour.
PDF export, mark-as-submitted state, and an audit trail of every edit. The report you hand to the NDIA delegate is the same report your client and their family can see, with the same evidence behind it.
Pilot stands on its own. Connect makes it better.
When the participant's SIL provider is on Aura OS — and the family on Compass approves the connection — Pilot pulls real operational evidence from the provider into your plan review. Shift hours actually delivered. Incidents and how they were resolved. Worker training compliance. Behaviour-support adherence. All with the source provider attributed, all audit-logged, all revocable by the family at any time.
"Emma received 1,847 hours last year. 22 incidents documented, 18 resolved using BSP-aligned strategies without restrictive practice. Here's the year ahead based on real evidence."
That's the funding case shift — from advocacy you remember to evidence you can attribute. The family approves what flows. You see what they approved. The provider sees what you read. Every connection is consented, audited, and revocable.
Read about Connect →Cross-product data flow is consent-owner-controlled. You see what was shared with you, the family sees what you accessed, and the provider sees what you read. Nothing flows without approval; nothing happens without a log entry.
Every cross-product read is audit-logged. Families and providers see what data you accessed and when. You see what they shared with you.
All participant data resides in Australian data centres. Encrypted at rest, encrypted in transit. Designed for the NDIS, not adapted from overseas software.
Report templates align with NDIA Progress Report, Implementation Report, and Plan Review Report formats. Goals, funding categories, and supports framed the way the NDIA frames them.
Pilot is fully usable for free if you're a solo support coordinator. No credit card. No feature gating on the workflow. The Pro tier is for SC practices with multiple coordinators sharing a caseload — that's a different shape of problem and a different tier of software.
For solo support coordinators.
Pricing TBC.
Pilot is free for solo support coordinators. Set up your caseload in under five minutes. Log the next conversation in 30 seconds.
Have questions? hello@clearlinehealth.com.au