NDIS Reports – NDIS Claims
The NDIS Claims report provides a summary of NDIS claims created for the specified date range.
Step 1. Log into your CRM database (refer to Logging On for further information).
Step 2. Select Reports from the top menu
The On-Demand Reporting page is displayed
Step 3. Select the NDIS – Claims Report from the list
The parameters are displayed
Step 4. Enter the required parameters for the report
- 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
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.
For more information refer to the following articles: