Participants and support coordinators request services using our simple, easy flow. If any of your Service Offerings match their request, we'll send it to your inbox for you to accept.
To help you understand how we determine if a request is suitable, we thought we should explain how participants and their supporter submit requests.
1. They tell us what they need
To begin a service request, a participant chooses which service they want. As you can also see, we've also added a progress bar for them to see their progress... as they provide more details, we'll filter out providers and update that provider count!
2. They tell us where they need it
We then ask participants where they need the service, so we can connect them with the right provider. We also allow them to opt into telehealth if it's an appropriate service. Make sure your locations on your dashboard are accurate and telehealth is switched on if you offer it - this will help us match you with participants.
3. They tell us who needs the service
Managing an NDIS Plan is a team effort, so we know that a whole lot of people are looking for services, whether that be a participant, their family members (such as mum or dad!), or a support coordinator or local area coordinator. We ask who's submitting the request, just so you, as the provider, know who you will be talking to if you accept the request. If it's a support coordinator, we'll streamline this process, so they can make contact with you more quickly.
4. They provide some short details
We ask them a few questions to ensure we match them with the right provider. For example, not all providers support children and unregistered providers can't support agency managed participants. You might know a lot of this, but it's worth explaining why we ask participants these questions.
4. They confirm they are human and verify their phone number
We do multiple checks to ensure a real life human is submitting the form. Our advanced risk analysis engine uses adaptive challenges to ensure only legitimate participants will be able to make a request and any fake users will be blocked.
We also verify the mobile number provided is working and current, so requests will not proceed past this point if the 6 digit verification code isn't provided by a working Australian mobile number.
5. Add additional details
Participants then choose if they want to be contacted by phone or email. We strongly recommend following the requested communication preferences of the participant for the best chance of matching with that participant.
We also ask them some short questions, which will help inform you as to whether the participant is an appropriate match.
5. Dashboard screen
As providers accept the request, the participant will see their profile along with any reviews they might have! This emphasises the importance of reviews on Clickability. They're a great tool for participants to gauge who is the right fit for them, so we strongly encourage you get some!
This dashboard is linked from confirmation SMSs and emails, where participants can check and watch the progress of the request in real-time. We recommend that you use the tools in admin area to mark when you have contacted a participant so they know you are reaching out.