Kickstart Program

Key steps for Managers to get your organisation ready to use

Step 1: Complete Organisational Profile:

Organisational profile details are drawn in every time you create a report. This section is also where you can integrate with the DSS online reporting portal (DEX).

* Read the tutorial on how to set-up your organisational profile

* Read the step-by-step tutorial on connecting to DEX portal

Step 2: Define and input all of your Services:

You may need to do some planning outside the platform to determine the list of activities or supports you will offer to clients, whether they are funded, fee-for-service or free. Relevant services are drawn into client’s service roadmaps and into funder reports. The fee you associate with a specific service is drawn into Activity reports to help you invoice more efficiently.

* Read the tutorial on managing your organisation’s services

Step 3: Give other team members access to

Create accounts for people and assign them a role (Manager, Staff or Volunteer).

* Read the tutorial about creating new user accounts

Step 4: Create your ‘Circles of Care’:

1 Add Client Profile information

* Read: Add new circles

* Watch: How to edit or update a client’s profile

* Watch: How to add a caregiver contact to a client’s profile

2 Give users access and roles within circles

* Read: Roles and access levels within circles

* Read: Add or remove people from a circle

* Watch: How to add or remove multiple staff within circles

3 Create a Service Roadmap for each circle/client

* Read: Create the service roadmap within a circle

* Watch: Create the service roadmap within a circle

4 Create document templates if required

5 Add relevant documents to client’s Timeline, e.g. Assessments & personal plan.

* Read: Overview of Timeline and client’s records

* Watch: Add a document to a Timeline

These are the essential steps required to get your team started in using by Pnyx.

Remember that once you’ve given other team member access to a circle, depending on their role, they may be able to create or edit the roadmap, plans and other documents within a circle (i.e., all this work does not have to be done by one person).

Once you’ve completed these steps, it makes it easier for all users to start scheduling appointments, creating progress notes, and collecting data that your organisation can use for more accurate and efficient reporting and invoicing.

Have a question or need help?

* Use the in-app chat bubble to ask questions and we’ll respond quickly.

* Or contact our friendly team at