CDM Direct
A wheelchair user, an older woman and a support worker sharing a conversation in an accessible community centre
CDM Direct Care Operations

AI-ASSISTED CARE OPERATIONS

Take the operational load off your care teams.

Dedicated people for the routine work around care: rostering, workforce records, payroll preparation, claims, referrals and enquiries. Working inside your existing systems.

Named, dedicated team
Works inside your systems
Start with one process

No software change. No obligation. Start with one process.

WHAT CHANGES

More capacity around care. Less skilled time lost to routine operations.

Management capacity back

Less routine chasing and administration for managers and coordinators.

Lower coordination cost

Dedicated operational capacity, measured against the full cost of the process.

Cleaner hand-offs

Cleaner hand-offs between workforce records, rosters, payroll, claims and onboarding.

NDIS, AGED CARE, SIL & SUPPORT AT HOME

The funding pays for care. The operational work still has to happen.

Referrals, workforce records, roster changes, payroll inputs and claims all take time away from care.

Most of it is necessary. Much of it cannot be charged separately. The cost shows up in overhead, management time and margin.

The pressure How CDM Direct can help

NDIS admin sits inside capped prices

Service agreements, records, onboarding and claims create essential work within the provider’s operating costs.

How CDM Direct can help

Take on the repeatable administration between referral, service commencement, delivery and payment.

Residential aged care has its own workforce pressure

Shift coverage, leave, agency use and payroll inputs need coordination while homes keep the right people on the floor.

How CDM Direct can help

Add dedicated operational capacity around workforce readiness, roster coverage and the hand-off into payroll.

Support at Home separates care management from the admin around it

Scheduling, rostering, HR, recordkeeping and other routine administration sit outside funded care-management activity, but providers still have to resource them.

How CDM Direct can help

Move suitable repeatable work away from care partners and managers without moving the care relationship itself.

Claims, payments and reconciliations do not clear themselves

NDIS claims, rejected items, remittances, statements and payment reconciliation all create queues of work after the service has already been delivered.

How CDM Direct can help

Prepare, check, chase and reconcile routine payment work inside provider-approved rules.

Awards and payroll create rework across both sectors

Missing timesheets, allowances, approvals and roster changes create payroll rework. Applicable awards and agreements vary by role and service.

How CDM Direct can help

Clean up the hand-off from roster to payroll before payroll has to fix it.

Skilled local people become the fallback operations team

Sickness, missing records, stalled referrals and routine updates often land with experienced local staff.

How CDM Direct can help

Give routine follow-up, confirmations, worker communication and after-hours work a dedicated owner, with clear escalation back to your team.

Choose the process putting the most pressure on your team. Start there.

SEVEN WAYS TO START

Choose the part of the operation creating the most pressure.

A dedicated rostering coordinator working on shift schedules

Rostering as a Service

Dedicated coordinators schedule your workforce inside your systems, helping reduce gaps, agency reliance and coordinator workload.

Your workforce first
Inside your systems
ANZ timezone
Human-led, AI-assisted

Six modular Care Operations services

You do not need to hand over an entire function. Start with after-hours coverage, one administrative process, one service line or one defined backlog.

01

After-Hours Rostering

Fewer after-hours interruptions. Faster routine response. Clearer escalation.

receive sick calls and cancellations
search the approved workforce
contact available workers

Worker suitability, clinical or safeguarding judgement, high-consequence exceptions and final authority remain with the provider.

02

Workforce Readiness

Cleaner worker records. Fewer last-minute surprises. Less administrative load on coordinators.

credential and document chasing
expiry tracking
training reminders

Hiring, competency assessment, worker restrictions, performance decisions and disciplinary decisions remain with the provider.

03

Payroll Readiness

Less chasing. Fewer preventable adjustments. A cleaner hand-off into payroll.

missing-timesheet follow-up
roster-to-timesheet reconciliation
missing approval chasing

Award interpretation, worker classification and final payroll approval remain with the provider or its payroll adviser.

04

Claims & Payment Administration

Clearer queues. Faster routine follow-up. Better visibility of what is waiting and why.

For NDIS:

evidence and record checks
support-item mapping against approved rules
claim-batch preparation

For aged care and Support at Home:

routine payment administration
statement preparation support
reconciliation

Final claim approval, ambiguous funding decisions, support interpretation, write-offs and financial-hardship decisions remain with the provider.

05

Referral & Onboarding

Fewer stalled referrals. Clearer status. Less coordinator chasing.

referral capture
referral acknowledgement
document collection

Suitability, service acceptance, risk assessment, capacity commitments, prioritisation and care-plan decisions remain with the provider.

06

Participant, Resident & Worker Support

Fewer routine interruptions. Faster basic responses. More consistent communication.

service confirmations
appointment and shift reminders
routine participant or resident updates

Complaints resolution, clinical advice, safeguarding, grief, incident assessment and substantive changes to care remain with the provider.

If a call raises a complaint, incident, disclosure or safeguarding concern, the team records the information and immediately escalates it. It does not assess or resolve the issue.

HUMAN-LED. AI-ASSISTED. COMPLIANCE-FIRST.

AI-assisted care operations, from rostering to quality review.

AI supports your people across rostering, participant contact and quality review.

A shift needs the right worker for the participant, with the required qualifications, availability and applicable workforce arrangements.

Experienced coordinators use AI-assisted checks before offering a shift.

AI surfaces options and potential problems. People review, communicate and escalate under your rules.

Two operational coordinators reviewing a printed shift roster together before making a decision
Human review
01

The Participant

Choice, preferences and continuity

Check participant approval, preferences, individual needs and continuity of care.

02

The Worker

Competency, screening and availability

Check qualifications, competencies, screening, participant-specific training, suitability and availability.

03

The Roster

Award compliance and cost

Check applicable award rules, including minimum engagements, broken shifts, ordinary hours, overtime and roster spans.

AI-assisted assessment
Human review
Compliant shift offer or escalation

The checks are based on each provider's rules, participant requirements and applicable workforce arrangements.

Where no acceptable option exists, the issue is escalated rather than automatically allocated.

Compliance Checks Before the Offer

The right worker, not simply the first available worker.

Flag missing competencies and potential award or participant-specific issues before a coordinator offers the shift.

Real-Time Guidance

Your procedures available when they're needed.

Give specialists your procedures, escalation rules, incident processes and workforce guidance during conversations.

This helps deliver more consistent responses across shifts and locations.

Interaction Quality Review

Every interaction reviewed, not just a sample.

Review interactions against your agreed quality framework to identify missed steps, recurring issues and coaching needs.

Our Learning and Development team calibrates scoring and guides coaching. Automated scoring supports human judgement.

Audit-Ready Evidence

A record of what happened and why.

Record shift decisions, checks, consent, escalations and interactions so supporting evidence is easier to retrieve.

A clearer record for later review.

THE BOUNDARY MATTERS

Different regimes. Same principle: operational support does not replace provider accountability.

The technology supports decisions. It doesn't make care decisions.

AI can identify potential problems, surface procedures and present options.

CDM Direct specialists apply the provider's rules, confirm information and make operational decisions within their agreed authority.

The provider retains responsibility for clinical decisions, participant care, award interpretations, final approvals and matters requiring escalation.

No AI system independently allocates care or communicates with participants and families in place of an authorised person.

A wheelchair user painting pottery alongside her support worker

NDIS

CDM Direct can prepare, check, chase, reconcile and escalate within provider-approved rules. The provider retains care decisions, worker classification and final claim and payroll approval.

An older woman tending herbs with a support worker in an accessible raised garden

AGED CARE

CDM Direct can take on repeatable operational administration. The provider retains care planning, clinical decisions, award interpretation and final financial approvals.

PROOF FROM ROSTERING

The model is already working where operational pressure shows up fastest.

Torbay Lifestyles & Care residents enjoying afternoon tea outdoors
Torbay Lifestyles & Care

Torbay moved day-to-day rostering to a dedicated team in its own systems. Local leaders retained care knowledge and decision authority.

42%

Less agency use

90%

Fewer rostering gaps

7 figures

Reported savings

Dedicated people working inside the operation you already run.

Keep your rostering platform. Add dedicated people, AI-assisted guidance, quality controls and reporting.

Fiji-based operational coordinators collaborating in a modern office

Named, dedicated people

You know who is doing the work.

Explicit escalation

The team knows when a task stops being routine and needs local judgement.

Controlled access

Named accounts, role-based permissions, MFA, audit logging and controlled devices.

CONTROLLED CO-SOURCING

Start with one process. Prove the result. Expand only if it works.

01

Baseline

Measure the current hours, cost, backlog, rework and management intervention around the process.

02

Define the boundaries

Agree exactly what the CDM Direct team owns, what stays local, which systems it can access and when it must escalate.

03

Shadow and learn

The dedicated team learns the process, systems, language and exceptions before taking live ownership.

04

Measure and decide

Compare total process cost, quality, response time and management load with the baseline. Expand, adjust or stop.

No big-bang handover. No new platform.

QUESTIONS

CDM Direct Care Operations: your questions answered

No. Start with one process, one service line, after-hours coverage or a defined backlog. The model is designed to be modular.

No. CDM Direct works inside the systems and workflows you already use, subject to agreed access and security controls.

Pricing depends on workload, processes, coverage and support. A 20-minute Cost & Capacity Review compares options against your operation.

Dedicated co-sourced people manage agreed operational processes around care delivery, inside your existing systems.

No. CDM Direct can follow approved workflows, check information, prepare work and escalate exceptions. Care decisions, safeguarding, award interpretation, worker classification and final financial approvals stay with the provider.

No. The model is built around named people, defined processes, agreed service levels, system permissions, escalation rules and measured outcomes rather than ad hoc task allocation.

Yes. Your systems, data and workflows remain in your environment. The operating model is designed to be reversible.

Access should be agreed process by process. CDM Direct uses named accounts, controlled permissions and security controls, while the provider retains its own privacy and governance obligations.

START WITH ONE OUTCOME

Which part of the operational load should come off your team first?

No preparation required. No software change. No obligation to proceed.