NDIS Accounts are created to configure finance information for services your agency offers. The Account details are only required if you are using the invoicing functionality within the database. If you are unsure about NDIS Account configuration, please contact CDS Support. Instructions To view NDIS Account information Step…
Contacts are created in your CDS database to store contact information for other organisations you and/or your client deal with. This may include other agencies you receive referrals from or refer clients to. Contacts are also used within NDIS to record agencies managing plans for clients. Instructions Step 1. Log…
The NDIS Support Plan Budget report provides a summary of the current status of the selected Support Plan, including the total of current Claims and the remaining budget for all Support Plan Goals (Service Bookings). Instructions Step 1. Log into your CRM database (refer to Logging On for further information)….
Once an NDIS support plan has been created, the Service Bookings of that support plan are added. The Service Bookings include what services your agency will provide and the budget for these services. When planned activities are recorded, session attendance and claims are created. The Claim amounts are calculated based…
We recommend changing your password after your first login, and then as required. To change your password, first, log into the system with your current password. If you cannot remember your current password, refer to the I’ve forgotten my password article. Step 1. Log in with your current password…
The NDIS Claims report provides a summary of NDIS claims created for the specified date range. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Select Reports from the top menu The On-Demand Reporting page is displayed Step 3. Select the NDIS –…
Once the Client’s Support Plan details have been completed, Support Activities can be planned. For a number of reasons, a planned activity may need to be cancelled. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Search for the required Support…
Once the Client’s Support Plan details have been completed, Support Activities can be planned and booked. For a number of reasons, a planned activity may need to be cancelled. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Search for the required…
There may be a number of reasons why your CRM is running slowly. Here are some tips for isolating the issue: Can you access other sites on the internet? If not the issue may be with your network – please contact your local IT support Are the performance issues happening…
There are a number of reasons why a claim file may error. These include: No NDIS number for an NDIS Client No Support Item or Goal on a Claim Claims included for a Fee for Service client Claims included with an incorrect status Claims included with a future date For…