One client, multiple disciplines
Most NDIS and allied health clients have more than one need: speech and OT, OT and physio, the keyworker plus a specialist. Carelyt models this as one client with multiple service rows — each row has its own therapist and frequency. Three benefits compound: the client appears on every relevant therapist's caseload, the schedule shows each discipline's session distinctly, and Insights credits the right therapist for the right hours.
Use discipline filters at admit
When you admit a client and pick a service, the therapist picker filters to people qualified to deliver it. You can't accidentally assign an OT case to a speech path. If you set discipline on each team member when you onboard them, this works for free.
Watch caseload distribution weekly
Open Insights every Monday. You'll see active clients per therapist and utilisation. Imbalances surface fast — one therapist is at 110% of target, another at 60%. Move two clients across, problem solved before it becomes a complaint.
Document goals on the client, not in the session note
Carelyt's client record carries goals and contact info; sessions carry notes. When a therapist is sick and a colleague covers, the goals are right there on the client. No hunting through session notes for context.
Make the public referral link your only intake channel
Most teams trickle referrals in via email, phone, and one staff member's WhatsApp. Standardise on the referral URL and the inbox quiets down. Every referral lands with the referrer's name, the reason, the suburb, and the preferred setting — admins triage with full context instead of chasing scraps.