Once the Client’s Support Plan details have been completed, Support Activities can be recorded. On some occasions, you may decide not to lodge a claim for an activity. The following instructions follow the recording of a delivered support activity with no claim required. Instructions Step 1. Log into your CRM…
The National Disability Insurance Scheme functionality has been designed to keep track of NDIS data for clients and assist in reporting this data to the NDIA portal. At some point, a client may choose to end a support plan or cease their relationship with your agency. In this situation, a…
The Client record contains all information for a particular client. This includes personal information and a history of interactions with the organisation. A Client may benefit from a number of different services, all of which should be recorded against the Client. It is important to ensure Client records are not…
After creating a support plan you may see the following error: WARNING: A regular attendee is missing a NDIS number on Client record (Client Name). This means that one of the regular attendees you have added for this support plan does not have an NDIS number. The particular attendee is…
The process for providing NDIS services can be quite complex. The Service Delivery model is outlined below, including the processes supported by the CRM. Pre-Service Phase The Pre-Service Phase occurs prior to a service being delivered to a client. This phase can include a new client being referred to your…
The National Disability Insurance Scheme functionality has been designed to keep track of NDIS data for clients and assist in reporting this data to the NDIA portal. Periodically, you will need to submit claims to the NDIA for reimbursement. It is recommended to send claims through on a weekly basis….
Periodically, you will need to submit claims to the NDIA for reimbursement. It is recommended to send claims through on a weekly basis. Once a Claims Report has been created successfully in the database, it can be uploaded to the NDIS myplace Provider Portal. Instructions Step 1. Generate the Claims…
When generating Invoices for Support Activity Claims, you may receive some errors. Invoices are generated once NDIS claims have been approved, or when clients who receive service without an approved NDIA support plan. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2….
As part of NDIS, your agency will deliver activities to NDIA funded clients and report on these to the NDIA. When creating your Claim Report, you may receive some errors. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Create your Claim…
Invoices are generated once NDIS claims have been approved, or when clients who receive service without an approved NDIA support plan. Invoice Processing can also create a file to be used with your finance software. Currently, CDS supports exports to MYOB Accounts Right online and Xero. To discuss finance system options, please…