Lead Management for NDIS Clients with CareVision

Managing client leads effectively is crucial for organisations supporting NDIS clients. CareVision simplifies this process, allowing providers to capture, track, and convert leads into active clients. Leads can come from multiple sources, such as website inquiries or referrals, making proper management essential.

Before adding a new lead, a quick search within CareVision ensures there are no duplicate entries. Once confirmed, creating a new client profile is straightforward. Users enter essential details such as name, email, and contact information, with optional fields for additional insights. A "Client Status" feature tracks each lead's stage in the lifecycle, ensuring smooth transitions from inquiry to service engagement.

Lead Management for NDIS Clients with CareVision.

CareVision also allows users to log conversation notes and set follow-up tasks, keeping teams aligned on the next steps. These tasks appear on the client's profile and action board, ensuring accountability. Lead sources and communication preferences can be recorded to streamline client interactions.

For further learning, CareVision Academy offers training modules on optimising lead management. Explore its features and empower your team to enhance client engagement.

CareVision Profile

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