NDIS Service Delivery Model

The process for providing NDIS services can be quite complex. The Service Delivery model is outlined below, including the processes supported by the CRM.

NDIS Service Delivery Model

Pre-Service Phase

The Pre-Service Phase occurs prior to a service being delivered to a client.

This phase can include a new client being referred to your service from the NDIA.

A client will approach your agency to request a service and their eligibility will be determined.

This phase includes the initial setup of the new client record including the details of their financial arrangement.


Planning Phase

The planning phase includes the initial set up of the new clients and their support plan.

Your agency will discuss needs with the client and record the planned activities.


Individual Support Planning Phase

Group Support Planning Phase

Delivery Phase

The delivery phase includes the delivery of service via activities.

The client will attend activities or receive services as planned.

This may also include ad hoc activities as required.


Record Delivered Individual Activity

Record Delivered Group Activity

Record Planned Individual Activity and Deliver

Record Planned Group Activity and Deliver

TimeSheet management and HR administration is not currently supported within the CDS Database, but can be managed in Deputy or other systems.

If you are using Deputy, click here for support.

Post-Activity Phase

The post-activity phase includes the recording of attendances, the creation of claims and reporting to the NDIS portal where required.

Where required, this phase may also include the generation of invoices for some clients and/or activities.


Closure Phase

The Closure phase occurs when a client ceases NDIS support with the agency.


NDIS – Client Exit

Further Information

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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