NDIS Reports – NDIS Claims

The NDIS Claims report provides a summary of NDIS claims created for the specified date range.

Instructions

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

Step 2. Select Reports from the top menu

Reports page

The On-Demand Reporting page is displayed

Step 3. Select the NDIS – Claims Report from the list

NDIS Claims

The parameters are displayed

NDIS Claims Parameters

Step 4. Enter the required parameters for the report

NDIS Report Parameters completed

  • Start date/time – start of the reporting period
  • End date/time – end of the reporting period
  • Site – site to report on (leave as None to report on all sites)
  • NDIS Claim Status – Claim Status to report on (leave as none to report on all Claims)

Step 5. Click Run Report

Once the report has completed processing, click the ‘Click Here to Download’¬† link

Download Report

The Report will display in your browser, or open with your PDF viewer, depending on your computer’s settings.

A summary of information for all claims meeting the criteria within the reporting period is returned.

NDIS Claims Report

Further Information

For more information refer to the following articles:

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