NDIS CRM Overview

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 each organisation.  Although each installation may differ slightly, the following information will generally be included:

  • Client – the client the case relates to, including NDIS information
  • NDIS Support Plan – the individual Support Plan information which aligns with the Client’s NDIA Service Booking
  • NDIS Service Bookings – agreed service bookings for the Support Plan
  • NDIS Support Items – detailed NDIA approved priced items for claiming and budgeting
  • NDIS Support Activities – individual or group activities a client participates in
  • NDIS Claims – client activity and item information sent to the NDIA portal for reimbursement
  • Invoices – billing information for non-NDIA funded (Fee For Service) items

The NDIS Process follows:

  • Pre-Service
    • NDIS Process
      • The Client discusses their requirements with the NDIA.
      • They receive an NDIS number and approved NDIA plan.
  • Planning
    • Agency Process
      • Client intake is performed, the client provides their NDIA Service Booking information
      • Support Plan
        • A Support Plan is created for the client that aligns with their NDIA Service Booking
        • Service Bookings are assigned to the Support Plan
        • Support Items are assigned to the Service Bookings
      • Support Activities
        • Support Activities are planned and booked
  • Delivery
    • Support Activities
      • Support Activities are delivered, aligned with the Service Bookings
      • Attendance is recorded for the activities
  • Post-Activity
    • Claims are created for the Clients from the activities
    • Support Items are aligned with claims to determine pricing and budgets
    • Claim reports are created and sent to the NDIA portal
    • Invoices are created and imported into the Agency’s finance system

Further Information

For further information, refer to the following articles:

For more information on the National Disability Insurance Scheme please refer to the NDIS website: https://www.ndis.gov.au/index.html

For more information on the National Disability Insurance Agency, please refer to the NDIS website: https://www.ndis.gov.au/about-us.html

Updated on February 18, 2020

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