Client Exit

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 client exit is performed.



Step 1. Log into your CRM database (refer to Logging On for further information).


Step 2. Search for the required NDIS Client.


Step 3.  View the Client record


Step 4. Scroll to the NDIS Support Plan subpanel for the Client.

Support Plan subpanel


Step 5. Select the Support Plan to finalise

Support Plan details


Step 6. Click Edit

Edit Support Plan


Step 7.  Select Closed from the Plan Status: dropdown list

Closed Status

The Exit Details subpanel appears

Exit Details subpanel


Step 8. Enter the Service Date Closed and Main Reason for Ceasing Service

Exit Details completed


Step 9. Click Save

The exit details are saved

Exit Details Saved


At this point, the Support Plan is closed, but the client record is still active.  If you also wish to close the Client record, refer to the following article: Closing a Client Record (Client Exit)

Further Information

For further information, refer to the following articles:

Updated on May 24, 2018

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