Create Claim Report – Errors

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.


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

Step 2. Create your Claim Report. Refer to the NDIS – Create Claim Report article for assistance.

Step 3. If an Errors_preparing_claim_report file is produced, open the file.

Example Error file

Related Record ID – relates to the Claim Reference Number in the database. You can search on this number in the NDIS Session Attendance & Claims page.

Error Message – a description of the error caused by the claim

Step 4. Review the errors and resolve

  • No NDIS Number found
    • Check the Client Record – is there an NDIS number in the other information section?  Ensure the number is present for any NDIA client.

NDIS Number missing

  •  If this is a support person attendance record it should not be sent to NDIA – change the claim status to N/A.

Change Claim Status

  • Claim not prepared and/or data linkage not complete – possibly no Support Item, no Service Booking (Goal), mismatch with Support Item Region and Reference etc
    • Check the claim has all required information.
    • eg. Ensure a Service Booking and Support Item are present in the claim record

No Goal or Support Item

  • Only claims on an NDIS Support Plan can be claimed
    • Claims on a Fee for Service Financial arrangement have been included.
    • Change your search criteria to only include NDIS arrangements.

Financial Arrangement Search Criteria

  • If the Client should be covered by the NDIS, check that their Support Plan is configured for an NDIS Financial Arrangement.

Financial Arrangement option

  • Only with status of Pending or Resubmit Pending can be claimed
    • Claims with an incorrect status have been included.
    • Change your search criteria to only Pending or Resubmit Pending Claim Status.

Claim Status criteria

  • Start Date is in the future – <date>
    • A planned activity has been included in your search
    • Change your search criteria to include Claim Date – From and Claim Date – To (ensure the To date is today or earlier)

Claim Date

If you are unable to resolve these errors, or you experience errors not listed here, please contact CDS Support.

Further Instructions

For further information, refer to the following articles:

Updated on February 18, 2020

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