The lead-up to an audit or a plan review usually looks the same: someone spends a weekend reconstructing evidence that technically already existed, scattered across a policy folder, a plan document and a stack of shift notes. Three small features in Aura OS all attack the same problem from a different angle. None of them is dramatic on its own. Together they mean less of that weekend gets spent rebuilding, because more of it was already assembled.
Your own policies, with the evidence already attached
PolicyDesk ships with 35 NDIS Commission-aligned templates, and now takes your own policies too. Upload your own policy documents, or paste them in, alongside the 35 templates, and link the journal notes that show your team following them. So when an auditor asks, the evidence is already assembled, not scrambled for.
This matters most for the policy that's genuinely yours, a house-specific procedure, a service agreement clause, something a template can't anticipate. It gets the same drift-tracking and evidence-linking as the bundled 35, instead of living in a separate folder nobody thinks to check at audit time.
The goal and the proof, sitting together
A participant's plan says what they're working toward. Proving it's actually happening is a different task, and it's usually done from memory the week before a review. Set goals for every participant, then link the journal notes that show real progress toward them. The goal and the evidence sit together, so progress is something you can show at plan review, not just say.
That distinction, show versus say, is the whole point. "Working towards their goals" is not evidence. A dated note tied to the specific goal is.
A note that's slipping, caught by a manager
Journal notes are the evidence most of the other two features depend on, so their quality matters more than any single policy or goal. Aura flags a note written long after the shift, or one near-identical to another for the same person, for a manager to check it's specific to the day. Never a mark against your worker. Good records, worth catching.
The honest framing matters here: this isn't a performance mark on a worker, and the worker never sees it. It's a manager's read-only check on the record, in the Journal rail of the participant's file, so a note that's drifted gets a second look before it's all the evidence there is.
The pattern underneath all three
Every one of these takes something that used to live in a separate place, a policy pack, a plan document, an unreviewed note, and connects it to the evidence trail as the work happens instead of at review time. None of it guarantees a clean audit. What it does is reduce how much has to be reconstructed from memory when someone actually asks. See the full pattern on the NDIS compliance software page, or the complete feature set on the Aura OS provider page.
Aura OS is free for your first two participants, the full app, no time limit. Above two participants it grows in simple bands from A$290 a month (ex GST), never per-worker.
Common questions
Can I upload a policy that isn't one of the 35 templates?
Yes. Upload your own document, or paste the text in, and it sits alongside the 35 bundled templates with the same journal-note linking and drift-tracking.
Does the note-quality flag get logged against a worker?
No. It's a manager's read-only check on the record: a note written long after the shift, or near-identical to another, gets flagged for a quick check that it's specific to the day. Never a mark on the worker's record.
Do I need to be past the free tier to use these?
No. All three, policy uploads, goal-linked evidence and note-quality flags, are part of the core app, included from your first two participants.
General description of shipped Clearline Health features, not compliance or legal advice. Confirm your specific obligations with the NDIS Quality and Safeguards Commission.