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.
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 sub-panel.
Step 5. Select the required NDIS Support Plan
The NDIS Support Plan page is displayed
Step 6. Scroll to the NDIS Support Activities sub-panel
Step 7. Click on the ‘Planned’ activity that has been completed
Step 8. Click Edit
Step 9. Enter notes and further information as required
Update Claims & Billing Section
Activity Status = Delivered
Would you like to claim this activity = Yes
The NDIS Session Attendance & Claims window is displayed
Step 10. Click Select on NDIS Support Item:
Step 11. Select the required Item from the NDIS Support Item window
The Item is selected and populates the NDIS Support Item field.
Step 12. Select Pending from the Claim Status drop-down box
Step 13. Enter any additional information e.g. Financial Notes
Step 14. Click Save
The Claim has been created and is set to Pending.
For further information, refer to the following articles: