Free NDIS Virtual Assistant Needs Assessment

Which admin tasks are taking up your team’s time?

Select all that apply. Focus on repetitive, process-driven work rather than clinical or compliance judgement.

Inbox & calendar administrationSorting routine enquiries, calendar upkeep and appointment coordination. Roster & shift administrationRoutine roster updates, shift information and scheduling administration. Worker onboarding administrationDocument collection, checklists and onboarding follow-ups. Participant document organisationFiling, naming and keeping defined records organised. Missing paperwork follow-upChasing routine documents and outstanding information. Referral & intake administrationCapturing referral information and routine intake administration. Routine participant/service communicationDefined non-clinical follow-ups and administrative communication. Support coordinator follow-up administrationRoutine follow-ups, reminders and information requests. Invoice preparation administrationPreparing information, identifying missing documents and tracking status. Spreadsheet & database updatesRecurring data entry and structured record maintenance. Staff document expiry remindersTracking due dates and sending routine reminders. Report preparation supportFormatting, collating and organising information supplied by your team. CRM/care system updatesUpdating defined fields in systems your team already uses. General NDIS administrationOther repeatable admin that follows a documented process. Other recurring administration

Please select at least one task.

How much capacity is this admin consuming?

A rough estimate is enough. We use this to understand whether the workload is occasional or a meaningful recurring burden.

Less than 5 hours per week 5–10 hours per week 10–15 hours per week 15–20 hours per week More than 20 hours per week I’m not sure

Please choose the closest estimate.

Who handles most of this work now?

Approximate team size

What systems and workflows are involved?

Select the systems your team currently uses. These are examples only and do not imply a partnership or affiliation with AY Technology.

ShiftCare Lumary SupportAbility Brevity Microsoft 365 / Outlook / Teams Google Workspace Xero MYOB Other system

What would make the biggest difference?

YOUR NDIS ADMIN OPPORTUNITY

You may have repeatable NDIS admin worth reviewing for delegation.

This is an indicative assessment, not professional, accounting or NDIS compliance advice. Suitability for delegation depends on your processes, access controls, privacy requirements and the level of judgement required.

Want AY Technology to review your results?

Leave your details and we can review the workload you selected and discuss which defined administrative tasks may be suitable for Virtual Assistant support.

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How much admin could your NDIS team delegate?

Which admin tasks are taking up your team’s time?

How much capacity is this admin consuming?

What systems and workflows are involved?

You may have repeatable NDIS admin worth reviewing for delegation.

Want AY Technology to review your results?