Client Case Management

Ateesa to assess and manage care for clients using mobile platforms such as tablets, smartphones, laptops and desktops.


  • Enquiries to capture first interest and segment so that the correct information is provided at the right timeIntake process to collect information as part of an induction process
  • Client Consents
  • Client Assessments for needs, cognitive & functional skills, support requirements…and moreClient Profiles – medical, conditions or disabilities, mental health, financial & legal and more…
  • Client Goals
  • Client Plans – personal, vocational
  • NDIS Plans with NDIS stated goals and needs
  • Client Plan Co-ordination 
  • Client Reviews - automated scheduling of Client Reviews
  • Client Referrals
  • Reports for carers and families
  • Family and external connections
  • View of all the different ways a Client might engage with your organisation (might also be a donor, event attendee, volunteer, etc).
  • Client Case Notes with different types
  • Monitor regular services and tasks delivered such as Sleep Movement, Meals, Medication administration
  • Schedule activities
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