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. The NDIS support both individual and group activities for multiple clients e.g. Yoga or group education sessions. The NDIS functionality is tailored to…
There are two reasons why you may not be able to delete a record. Option 1 – User permissions – user permissions determine which records you can view, edit or delete – for more information refer to the ‘Why can’t I delete this record?‘ article Option 2 – Dependent records….
The NDIS supports group activities for multiple clients e.g. Yoga or group education sessions. To record client attendance at delivered group sessions, a Group Support Activity is created. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Search for the required Group…
The NDIS supports group activities for multiple clients e.g. Yoga or group education sessions. To claim NDIS funding for a group session, attendees must be added to a group activity. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Search for the…
The NDIS supports group activities for multiple clients e.g. Yoga or group education sessions. To record client attendance at group sessions, a Group Support Plan must be created. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Select NDIS Support from…
As part of NDIS, your agency will deliver activities to NDIA funded clients and report on these to the NDIA. Periodically, you will need to submit claims to the NDIA for reimbursement. It is recommended to send claims through on a weekly basis. Instructions Step 1. Log into your CRM…
Once the Client’s Support Plan details have been completed, Support Activities can be recorded. When planned activities are recorded, session attendance must be entered once the activities have been completed. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Search for the…
Once the Client’s Support Plan details have been completed, Support Activities can be planned and booked. The following instructions follow the recording of a planned support activity and the creation of a booking record. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step…
Once the Client’s Support Plan details have been completed, Support Activities can be recorded. The following instructions follow the recording of a delivered support activity. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Search for the required NDIS Client. If the…
Once the Client’s Support Plan details have been completed, Support Activities can be recorded. The following instructions follow the recording of a planned support activity. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Search for the required NDIS Client. If the…