Add Regular Group Attendee
The NDIS supports group activities for multiple clients e.g. Yoga or group education sessions. To claim NDIS funding for a...
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Create Group Support Activity
The NDIS supports group activities for multiple clients e.g. Yoga or group education sessions. To record client attendance at delivered... -
Why can’t I delete an NDIS Support Plan or Service Booking?
There are two reasons why you may not be able to delete a record. Option 1 – User permissions –... -
NDIS CRM Overview
The National Disability Insurance Scheme functionality has been designed to keep track of NDIS data for clients and assist in... -
Generate Invoices
Invoices are generated once NDIS claims have been approved, or when clients who receive service without an approved NDIA support... -
Create Claim Report – Errors
As part of NDIS, your agency will deliver activities to NDIA funded clients and report on these to the NDIA.... -
Generate Invoice – Errors
When generating Invoices for Support Activity Claims, you may receive some errors. Invoices are generated once NDIS claims have been... -
Submit Payment Request
Periodically, you will need to submit claims to the NDIA for reimbursement. It is recommended to send claims through on... -
Review Submitted Payment Requests
The National Disability Insurance Scheme functionality has been designed to keep track of NDIS data for clients and assist in... -
NDIS Service Delivery Model
The process for providing NDIS services can be quite complex. The Service Delivery model is outlined below, including the processes...