NDIS providers: Send welcome SMS to new clients

Plan managers adding NDIS plans miss welcome messages, leaving clients unsure about next steps. Clients receive onboarding confirmation so plan managers can begin casework quickly.

Overview

Missed onboarding messages can delay care and frustrate clients; plan managers need reliable confirmation the moment a plan is created. This workflow sends welcome SMS messages and notifies managers so clients get clear onboarding confirmation and plan managers can start casework faster, eliminating missed follow-ups and protecting service quality.

Notable Features

Send SMS welcome messages
Add client to onboarding queue
Notify plan managers of new clients