Set up Your Organisation

The service description in your profile is how your Organisation introduces itself to other users of It is also used for reporting purposes.

To go to your Organisation page, you can click on Your Organisation's Name on the top navigation bar, or on the right side on your Home Screen.

On your Organisation page, you can see the logo, the name, and the brief description of your Organisation on the right. Click on it to open the detailed organisation info modal and click Edit to edit the profile.

my organisation in

On the Editing Organisation Info modal, you should complete all the fields. Only the information in the Basic Info section is made public to other organisations and users. You can also choose to hide from public listing if you want to.

Basic Information

  • Organisation Name: Your Organisation name
  • Organisation Logo: Your Organisation logo is used everywhere in, uploading it gives a professional look to your Organisation.
  • About Us: Enter a paragraph or two in the About Us section - members of other Organisations will be able to see your profile, so make it good!
  • Address Type: You can add multiple addresses for the Organisation and name them to differentiate them (Eg, Head office and Branch office)
  • Address: uses Google Maps to better locate the address. Just type the address and select from the suggestion.
  • Telephone: You can add multiple telephone numbers.
  • Contact: You can add all the contact info, from Email, Facebook, and Twitter to the Website, etc., to let people know how to keep in touch with you. Attendees (your staff) can click 'Reply to' once they receive the notification to confirm or request any appointment changes, and the response will go to the inbox provided in this field. Therefore, make sure to add an active email address to keep your internal communication going smoothly.
  • Hide from Public listing: By default, your Organisation will be listed under the page If you wish to hide your information, just toggle on this option.

Funding Source

You can select one or multiple funding sources. Depending on your selection, there will be more information for you to fill in.

For funding sources such as Client Fee for Service, Queensland Network of Alcohol and Other Drug Agencies, and Other, there is no need for additional information, you're ready to go!

For NDIS, DSS and HCP funded organisations:

  • National Disability Insurance Scheme (NDIS): Enter your NDIS registration number or toggle on at the Temporary Transformation Payment (TTP) Compliant, and select your Registration Groups.

Tips: To find your Organisation's registration number, go to NDIS portal > Your organisation profile

  • Home Care Packages (HCP): select your Common Services.
  • Department of Social Services (DSS): Enter the DSS Username and DSS Password provided to you by the Department when the application for your system account was approved, then click Synchronise and wait for to initialise the integration with DEX.

funding sources and rego groups

DSS Funded Organisations connects with the DEX (DSS Data Exchange Portal) to generate compliant, automatic DEX reports. This keeps your funding pipeline open while giving you more time to focus on caring for your clients. No other system offers this level of system-to-system integration, so get ready to be blown away! Whenever you wish to do a complete synchronisation with the Department, just click Synchronise again and wait while retrieves all your DSS information for you. Notice that the rectangular box on the right side on your Organisation page will signal if you are synchronised with DEX. Read more about how will help you automatically report to CHSP Data Exchange here.

DSS/DEX case management software

Back Office

This is where you set up Timezone, Accounting integration with Xero or MYOB, Billing Information, Postal Address, and Bank Details. This information will be shown on your Organisation's statements and invoices or can be used to create organisation's templates.

The email field should contain an active email address, as the plan managers or self-managed participants can use this to reply to you. The email address provided here will be CC'ed while sending out the claims or invoices from, to which the recipient can respond. accounting integration