From a client's folder to a report under your name, in five steps.

The steps you already work through, with the searching done and the passage in front of you.

Start your book Or see a sample report first

Add a client

Choose the provider's pathway and registration groups. AuditFit lists exactly the requirements they will be audited on and writes your first request, with a checklist to attach.

Only what this provider is audited on
A first request in your name, PDF or Word

Add a client: the provider's name, their pathway and what they deliver, with the count of requirements that will apply.

Add documents for a new client: one place to drop their whole folder to be read.

Drop their folder

Drag in the whole folder: Word, PDF, Excel, PowerPoint, scans and saved web pages. Every file is read against every requirement, and any it cannot open is named.

A progress bar while it reads
Read and held in Australia

Review each requirement

Each line says Found, Unsure or Not found. Found opens the document at the passage; Unsure says why. You confirm, reject or add a note.

Every decision shows who made it and when
Anything you reject joins the chase

One requirement opened for review: what the standard asks, where it was found, why it is unsure, a note, and Confirm or Reject.

The chase for one client: everything not found, ticked, and the email drafted from it, ready to open in your own mail.

Chase what is missing

One email per client, drafted from the lines still open, with the checklist attached and an upload link. It opens in your own mail and goes from you.

Returns land on the right client and line
Each return is read against what you asked for

Hand over the report

A client report under your mark, name and colour, built only from your decisions, in PDF and Word. It ends with the documents still needed.

It cannot be sent before you review it
Watch then keeps review dates and rule changes in view

Northbank AdvisoryRegistration and audit consultants

Registration readiness report

Prepared for Bright Futures Supported Living Pty Ltd (a fictional provider) · 30 requirements

requirements evidenced

requirements still needed

1.1 Each participant accesses supports that promote, uphold and respect their legal and human rights and is enabled to exercise informed choice and control. The provision of supports promotes, upholds and respects individual rights to freedom of expression, self-determination and decision-making. — still needed
1.5 Each participant accesses supports free from violence, abuse, neglect, exploitation or discrimination. — held in Preventing Violence Abuse Neglect and Exploitation Policy.docx, paragraph 5
2.4 Management of each participant’s information ensures that it is identifiable, accurately recorded, current and confidential. Each participant’s information is easily accessible to the participant and appropriately utilised by relevant workers. — held in Privacy Dignity and Information Management Policy.docx, paragraph 5