Disability & Mental Health
Plan around participant goals, manage incidents, and streamline progress notes — with NDIS funding rules and Quality & Safeguards requirements enforced at every step.
One platform. From intake to outcome.
Manage cases, track service delivery, meet compliance obligations, and report with confidence — in one platform built end-to-end for care.
What SognosCare Solves
Standard case management captures what happened. Sognos Genogram captures who is involved, and what that means for service delivery.
What SognosCare Solves
Manage cases, track service delivery, meet compliance obligations, and report with confidence — end-to-end.
Expanded Content
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- • Key feature 1
- • Key feature 2
- • Key feature 3
SognosCare
Care providers shouldn't operate like this
Fragmented systems, manual compliance, and disconnected data are the default for most care organisations. SognosCare fixes the root causes, not the symptoms.
Referrals and records spread across disconnected tools
Care plans, progress notes, incidents, and service agreements living in separate systems means staff spend more time finding information than delivering care.
One structured system for the full case lifecycle — intake, assessment, goal tracking, service agreements, progress notes, and reviews in a single workflow accessible to everyone who needs it.
Compliance is documented after the fact, not built in
NDIS audits, Aged Care Quality Standards, and the new Support at Home model require evidence at every step. Most systems can't produce it without manual assembly.
Automated audit trails, funding rule enforcement, and compliance reporting built into every workflow — not bolted on retrospectively. Audit-ready by default.
Month-end reporting consumes staff time it shouldn't
Funding-body reports shouldn't take two days and three people to assemble. That time belongs to the people you support, not to spreadsheets.
Real-time dashboards and automated reports across funding bodies, compliance frameworks, and operational metrics — generated, not assembled. Staff focus on care.
Workforce and care management don't talk to each other
When rostering runs in a separate system, visit records don't match care plans, coordinators reconcile discrepancies daily, and nothing is where it should be.
SognosCare and SognosRoster share the same data layer — visit records, care plans, and participant history stay in sync automatically, without manual reconciliation.
Features
Everything a care operation needs
ReferralComplete
AssessmentComplete
ActiveComplete
ReviewIn progress
Closed
Case Management
Manage every stage of a participant's journey — from initial referral and intake through assessment, goal setting, service delivery, review, and case closure. Every touchpoint recorded, every team member aligned.
- Intake forms and referral management
- Goal tracking linked to funding streams
- Progress notes with structured templates
- Multi-disciplinary team access
ServiceScheduledDelivered
Support visits2423
Allied health88 ✓
Transport1211
Community access66 ✓
Service Delivery Tracking
Know exactly what services were scheduled, what was delivered, and what was missed — in real time. Field workers record visits on mobile, coordinators see variance instantly, and nothing falls through the gaps.
- Scheduled vs actual service comparison
- Mobile-first visit recording
- Participant-level service budget tracking
- Service variance reports
NDIS Quality & SafeguardsCompliant
Aged Care Quality StandardsCompliant
Support at Home ProgramCompliant
Incident reporting SLA1 pending
Compliance & Audit Trail
Every action timestamped. Every document versioned. Every funding rule enforced at the point of care, not retrospectively. SognosCare treats compliance as infrastructure — not a reporting exercise.
- Immutable audit log across all case activity
- Support at Home rule enforcement
- Incident management reporting workflows
- Compliance gap detection
Monthly NDIS reportReady to export
Reporting & Analytics
Funding-body reports, operational dashboards, and participant outcome summaries generated automatically from live data. No more month-end spreadsheet marathons.
- Pre-built report templates
- Operational dashboards for managers
- Participant outcome reporting
- Scheduled automated report delivery
Copilot draft
Participant attended support session on time. Goals reviewed — community access goal progressing well. Discussed transport support for upcoming medical appointment.
Microsoft Copilot AI
AI-assisted documentation, anomaly detection, and operational insights — surfaced inside Dynamics 365, not in a separate tool. Staff don't change their workflow to access AI.
- Copilot-assisted progress note drafting
- Anomaly detection on service delivery
- Predictive alerts for at-risk participants
- Natural language queries
Care plan change
Approval required
Budget threshold
Manager notified
Incident logged
Escalation triggered
Visit missed
Coordinator alerted
Power Platform Automation
Configurable low-code automation for approvals, escalations, and notifications — built to match your organisation's specific processes without requiring a developer.
- Approval workflows for care plan changes
- Automated notifications to staff
- Integration with Microsoft Teams
- Custom form logic
Case Management
Manage every stage of a participant's journey — from initial referral and intake through assessment, goal setting, service delivery, review, and case closure. Every touchpoint recorded, every team member aligned.
ReferralComplete
AssessmentComplete
ActiveComplete
ReviewIn progress
Closed
Editions
Choose the Right SognosCare Edition for Your Service
SognosCare offers four tailored editions — each pre-configured for its funding model, compliance framework, and operational workflows.
Allied Health
Manage referrals, coordinate therapy schedules, and record multi-disciplinary notes in one place — with mobile-first access designed for practitioners who work across multiple sites.
Support at Home
Manage client services, budgets, and care workers while staying ahead of the Support at Home program — with funding model changes tracked and compliance pre-configured.
Residential Aged Care
From care planning to staff coordination and resident reporting — built for residential providers demonstrating quality against Aged Care Quality Standards.
Advantages
Key Advantages
Hello
Purpose-built for Australian care compliance — not adapted from generic CRM
Reduces documentation time with AI-assisted clinical notes
Keeps you audit-ready with continuous compliance tracking
Integrates with Microsoft 365, Teams, and Dynamics 365 out of the box
Connects care management, workforce rostering, and billing in one system
Scales from community care to residential aged care without re-implementation
Customers
Customer Stories
Company Size
1,100+
Industry
Health & Social Care
Congratulations and well done to everyone that has been a part of this magnificent success! You should all be very proud of the quality of work you produce. You make us very proud - THANK YOU!
Susan McCarthy
Chief Operating Officer, Flourish Australia
Book a Demo
Schedule a 45-minute call to see how Sognos can unify your operations and boost efficiency.
Choose a date
May 2026
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Reduction in Scheduling Time
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Faster Compliance Reporting
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Quality Standard Compliance