Software Comparison
Health and NDIS CRMs with competency tracking, compared
Last updated
“Competency tracking” means different things depending on which vendor you ask. For most platforms in this category, it means a place to store credentials with expiry reminders. That is useful, and it is only part of the job.
This page sets out what competency tracking should mean for a care or NDIS provider, gives you a checklist to test any vendor against, and compares Teiro against ShiftCare, Lumary, Brevity, CareMaster, and GoodHuman on it. Competitor details are from each vendor’s own website, checked 30 October 2026. Where a vendor’s website does not state a capability, we say so rather than guess.
What “competency tracking” should actually mean
A document store that reminds you a certificate is expiring in 30 days is qualification tracking. It is a real and useful capability, and most care software has it in some form. Competency tracking is a step further: it connects that register to who a specific client actually needs, and to who should or should not be sent there for reasons that have nothing to do with a certificate.
The part that separates a document-management feature from an operational control is enforcement. A register that a coordinator has to remember to check manually protects you no better than no register, because the check gets skipped under exactly the pressure it exists for: a last-minute sick call, a coordinator covering someone else’s clients, a busy afternoon. Real competency tracking runs the check automatically, at the moment a worker is assigned, and makes the hard exclusions genuinely un-skippable.
The buyer’s checklist
Seven capabilities worth testing in a demo, whichever vendor you are evaluating. Where a vendor’s website does not describe a capability one way or the other, this table says so rather than assuming the answer.
| Capability | ShiftCare | Lumary | Brevity | CareMaster | GoodHuman | Teiro |
|---|---|---|---|---|---|---|
| Credential document storage with expiry alerts | Yes. Document management with expiring compliance surfaced | Not stated on its website | Yes. Qualifications, certifications and expiry dates | Yes. Qualification management with alerts for documents, certifications and registrations | Yes. Alerts for expiring compliance documents | Yes |
| Required competencies set per client as well as per worker | Not stated on its website | Not stated on its website | Not stated on its website | Not stated on its website | Not stated on its website | Yes, set once on the client record |
| Distinct soft preference vs hard safeguarding exclusion | Not stated on its website | Not stated on its website | Not stated on its website | Not stated on its website | Not stated on its website | Yes, two severities, safeguarding cannot be overridden |
| Safeguarding exclusions hard-blocked at the point of assignment | Not stated on its website | Not stated on its website | Not stated on its website | Not stated on its website | Not stated on its website | Yes, in the assignment picker itself, no override |
| Checked against the shift date as well as today | Not stated on its website | Not stated on its website | Not stated on its website | Not stated on its website | Not stated on its website | Yes |
| General competency requirements: warn or hard block | Not stated on its website | Not stated on its website | Not stated on its website | Not stated on its website | Not stated on its website | Warns by default, with a strict mode that blocks the assignment, switched on for your organisation on request. Safeguarding exclusions are always a hard block, in either mode |
| Audit trail on exclusion changes and overrides | Not stated on its website | Not stated on its website | Not stated on its website | Not stated on its website | Not stated on its website | Yes |
Competitor details are from each vendor’s own website, checked 30 October 2026. “Not stated on its website” means we could not confirm the capability either way. It does not mean the vendor lacks it. Features change, so verify directly with each vendor before deciding. In Teiro, safeguarding exclusions are an unconditional hard block, never overridable, and every other missing or expired requirement is flagged in the assignment picker at the point of assignment. That is warn mode, the default; a strict mode that blocks the assignment can be switched on for your organisation on request. Required competencies are set at the client level; per-service-type requirements are on our roadmap.
Where each platform fits
Competency tracking is one capability among many you are weighing. Here is a short read on each platform, from its own website, with a link through to a fuller head-to-head where one exists.
ShiftCare
A rostering platform for NDIS, aged care and home care providers, with document management and staff uploads, expiring compliance surfaced, and Xero, MYOB and QuickBooks Online integrations on every plan. See the full Teiro vs ShiftCare comparison.
Lumary
A platform built natively on Salesforce, sold as Lumary DC Pro for small to mid-sized disability providers and Lumary DC Enterprise for larger ones, plus Lumary AC for Support at Home. Its website lists compliance reporting and audit trails. Credential tracking is not stated, so confirm it with Lumary in a demo. See the full Teiro vs Lumary comparison.
Brevity
Lists staff compliance checks, with training, qualifications, certifications, expiry dates and background checks tracked. See the full Teiro vs Brevity comparison.
CareMaster
An Australian-owned platform whose headline is software for medium, large and enterprise providers. It lists qualification management with alerts for documents, certifications and registrations. Anything beyond that, such as per-client requirements, is not stated on its website. See the full Teiro vs CareMaster comparison.
GoodHuman
A disability platform that lists alerts for expiring compliance documents. Good Human Pty Ltd (ACN 624 884 224) was wound up by order of the Supreme Court of Victoria in March 2024, on a creditor’s application (see the ASIC published notice and Australian Financial Review reporting, 9 March 2024). The goodhuman.me website is live and selling as of 30 October 2026, at $25 per active team member per month plus an implementation fee. Who operates it now is not publicly reported, so confirm the current contracting entity, and your data access and export arrangements, before signing or renewing. See the full Teiro vs GoodHuman comparison.
Teiro
Built around competency tracking as an enforcement layer on top of the document store: a credential catalogue, worker-held competencies, competencies required per client, and safeguarding exclusions: a safeguarding-excluded carer is shown locked in the assignment picker with the reason, and cannot be assigned. Checked against the shift date, and run in a flexible warn-first mode by default with a strict mode available. See the full competency tracking software page for how it works.
Frequently asked questions
What should competency tracking actually mean in care software?
More than a document store with expiry reminders. A competency tracking system should let you set what a specific client requires from anyone who works with them, hold a soft preference and a hard safeguarding exclusion as distinct severities, and check all of it automatically at the point a worker is assigned to a shift, in the assignment picker rather than in a separate compliance review after the roster is built.
Which health or NDIS CRMs have competency tracking?
ShiftCare, Brevity, CareMaster and GoodHuman each list credential or compliance document tracking with expiry alerts on their own websites. Teiro is built around a fuller definition: a credential catalogue, worker-held competencies, competencies required per client, and safeguarding exclusions that are enforced automatically at the point of assignment. Whether a given competitor supports per-client requirements or assignment-time enforcement is not stated on the websites we checked, which is why this page compares vendors capability by capability rather than by a single yes or no.
What is the best software for tracking staff competencies?
The best fit depends on which capabilities matter most to your organisation. If you need document storage with expiry reminders, most platforms in this category list that. If you need required competencies enforced per client and un-skippable safeguarding exclusions at the point a shift is assigned, fewer vendors describe that on their websites. Teiro is built around the second definition. Use the checklist on this page to test any vendor you are evaluating, including us.
Why does this page say “not stated” for most competitor capabilities instead of no?
Because a vendor’s website not stating a capability is different from the vendor lacking it. We read each vendor’s own website on 30 October 2026 and record only what it says. It is possible some support per-client requirements or assignment-time gating without describing it publicly. If you use one of these platforms and can tell us how it handles a specific row on this table, we will update the page.
Is a safeguarding exclusion the same as a compliance flag?
No. A compliance flag typically relates to a missing or expired credential and can usually be overridden with a note. A safeguarding exclusion is a carer-specific restriction, often following a prior incident, that should remove that carer from the assignment picker entirely and never be overridable by a coordinator in the moment. Supporting only one of the two is one of the gaps this checklist is designed to surface.
Further reading
- NDIS compliance, credential and competency tracking: the complete guide
- Free competency matrix template
- Competency tracking software: the catalogue, worker-held competencies, and the assignment gate
- Staff Competency Tracking for Care and NDIS Providers: A Practical Guide
- Clinical Competency Management for NDIS Providers: A Practical Guide
- Compliance and expiry tracking
- Teiro pricing
- Teiro vs Lumary: full platform comparison
See competency tracking and the assignment gate live
Bring your own checklist, including this one. We will walk through the catalogue, client requirements, safeguarding exclusions, and how the assignment picker enforces all of it in a live roster.
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