Spotlight Search in Imploy has been upgraded to make finding things faster, clearer, and far less frustrating.

Spotlight Search 2.0 now allows instant searching across Documents, Incident Reports, Reports, and Settings, on top of the existing ability to search Clients, Staff, and Pages.

We’ve released 11 new reports designed to give providers clearer visibility across clients, staff, finances, service delivery, and compliance. These reports are built to support better decision-making, reduce blind spots, and replace manual tracking with structured, reliable insights.

Together, they provide a consolidated view of how your organisation is performing, where risk may be emerging, and where operational adjustments are needed.

We've added a complete system for managing NDIS participant budgets and generating claims ready for the NDIS portal.

We’ve released an important update to Bulk Invoicing with Xero, improving how invoice and billing statuses are managed across Imploy and your accounting system.

We’ve added support for PDF document uploads directly within Shift Notes on the mobile app, making it easier to attach clinical and supporting documentation to a shift as it happens.

We’ve introduced Multiple Shift Notes, giving staff the ability to record notes throughout a shift without waiting until clock out.

We are excited to release full SCHADS Alert Integration, one of the most requested and most impactful updates in Imploy to date.

Group Rostering is now available, giving providers a faster and more flexible way to manage complex rosters involving multiple staff and recurring services.

Imploy now introduces a direct link between AI Shift Cautions and Incident Reporting, allowing you to seamlessly escalate a shift concern into a formal incident record, without re-entering information.

This feature sits under each;

Client Profile → Overwatch → Shift Cautions tab and is designed to simplify how coordinators and care managers handle flagged events or safety alerts detected by the AI system.

How It Works:

When reviewing a client’s AI-generated Shift Cautions, you’ll now see a “Convert to Incident” option on the right-hand side of each caution (see image).

Pressing this button automatically opens a conversion sheet prefilled with all relevant data, including:

• Client details and ID
• Assigned staff member connected to the shift
• Date, category, and shift notes
• Severity rating
• Location (if available)
• Initial description summarised from the shift caution

From there, the user can review, edit, and confirm the information before submitting. Once saved, the caution is immediately converted into a full Incident Record, appearing in the Incident Reporting dashboard with its unique ID and traceable audit history.

Key Benefits:

• No double entry: All contextual data from the shift caution is automatically migrated.
• Faster reporting: Escalate an issue into a managed incident in seconds.
• Consistent recordkeeping: Client and staff connections remain intact, ensuring correct linkage for compliance and audits.
• AI-assisted accuracy: Reduces missed reporting by surfacing risky shift notes directly for action.

This feature bridges proactive risk detection with formal compliance management, helping providers respond faster, document smarter, and meet reporting obligations with zero friction.

Managing large billing cycles is now simpler with the Bulk Invoice Generator.

This feature allows you to:

1. Select a billing period.
2. Automatically pull all client billable entries for that period.
3. Group entries by client, showing service type, staff, date, rate, and total.
4. Assign different send-to contacts for each billable entry (useful when clients are managed by multiple plan managers).
5. Review totals, apply tax preferences (Tax Inclusive/Exclusive), and generate invoices in bulk.

At generation, Imploy creates one invoice per client contact, ensuring that billing aligns perfectly with self-managed or plan-managed requirements.

Additional metrics, such as total clients, number of billable entries, and GST-inclusive grand totals, are shown live at the top of the page for accuracy and reconciliation.

This module saves hours of manual data entry and enables rapid invoice generation across hundreds of entries at once.

Disclaimer: Current generation requires a Xero integration - we are currently working on an integration for QuickBooks and Myob.