Record Session Attendance

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 required NDIS Client.

If the client you need does not exist in your database, continue with the creation of a new client,¬†ensuring the Client’s NDIS number is captured.

Step 3.  View the Client record

Step 4. Scroll to the NDIS Support Plan sub-panel.

Support Plan

Step 5. Select the required NDIS Support Plan

The NDIS Support Plan page is displayed

Support Plan Page

Step 6.  Scroll to the NDIS Support Activities sub-panel

Support Activities

Step 7. Click on the ‘Planned’ activity that has been completed

Planned Activity

Step 8. Click Edit

Edit Support Activity

Step 9. Enter notes and further information as required

Update Claims & Billing Section

Activity Status = Delivered

Would you like to claim this activity = Yes

Click Save

The NDIS Session Attendance & Claims window is displayed

Session Attendance and Claim window

Step 10. Click Select on NDIS Support Item:

Select Support Item

Step 11. Select the required Item from the NDIS Support Item window

Select 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

Select Pending Status

Step 13. Enter any additional information e.g. Financial Notes

Step 14. Click Save

The Claim has been created and is set to Pending.

Pending Claim created

Next Steps

Further Instructions

For further information, refer to the following articles:

Updated on February 18, 2020

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