Rostery

AI across Rostery

Eighteen places the software uses AI, grouped by where you meet them. Every one of them drafts, suggests or summarises — a person still decides and a person is still responsible. Nothing here acts on its own.

19 guides · 77 steps · 6 screenshots

1

AI Client Brief

A short brief on a participant before you work with them: medical history, risks and support needs, pulled from their own record.

5 steps1 screenshots
2

Write a progress note

Turning rough words into a proper progress note, and tidying one that is already written.

4 steps
3

Care plan and goals

A first draft of a care plan from what is already on the participant’s record.

4 steps
4

Watching for deterioration

Reading a participant’s recent notes and incidents for signs things are getting worse.

3 steps
5

Suggested workers for a shift

Ranking workers for a shift by how well they actually fit it.

5 steps1 screenshots
6

AI Auto-Roster

Building a draft week of shifts in one go, from patterns, availability and qualifications.

6 steps
7

Burnout scan

Which workers are heading for trouble, from hours, consecutive days and shift patterns.

4 steps
8

Is this incident NDIS reportable?

A second opinion on whether the Commission has to be told.

4 steps
9

Incident autofill and root cause

Filling the structured fields from what you wrote, and suggesting what was behind it.

4 steps
10

Incident patterns

Grouping incidents to show a recurring problem that no single report reveals.

3 steps
11

Reading an uploaded document

Pulling the details off a certificate so you do not type them.

4 steps
12

Checking an invoice

Looking over a provider invoice before it becomes a claim.

3 steps
13

Funding running out

Forecasting when a participant’s funding will be exhausted at the current rate.

3 steps
14

Summarising a report

A plain-English summary of what a report is showing.

3 steps
15

AI Receptionist

Answering your phone, having a normal conversation, and capturing the enquiry as a lead with a transcript.

4 steps1 screenshots
16

Website chatbot

The assistant on your public website, answering questions and capturing enquiries.

3 steps1 screenshots
17

Drafted reminder emails

Writing the reminder when a worker’s document is about to expire.

3 steps1 screenshots
18

Connect Claude or ChatGPT to Rostery

Letting your own Claude or ChatGPT account read and, if you allow it, write operational data — so you can ask it questions in plain language.

7 steps1 screenshots
19

What the AI will not do

Worth knowing before you rely on any of the above.

5 steps