This article explains how to claim provider travel and/or activity based transport against a service when that service has already been claimed.
If the labour for an NDIS service was recorded but travel or transport for the service was missed, it can be captured on the Service Delivery Entry screen. You'll need to create an entry using the primary service so that the system can identify the correct rates and support items to generate travel and transport costs.
Providers tracking non-labour costs using separate agreement items will still need to include the primary service. This ensures that the system uses the right service to calculate travel and transport costs.
To capture provider travel or activity based transport after the primary service has been claimed:
- Go to the Service Delivery Entry tab or click on the App Launcher and search for service delivery entry.
- Scroll down to the Services Delivered section.
- Click on the Add Service Delivered button.
- The Worker field is optional.
- Click in the Client Name field and search for your client.
- Fill out the details of the primary service, including the Support Category, Service, Site, Service Agreement Item and the Rate of the service that was delivered. Some of these fields may be different depending on your business's processes and if you use restricted or unrestricted categories.
- Leave the Claim Type field empty.
- Enter 0 in the Quantity/Amount field.
You must enter 0 into the Quantity/Amount field if the service has already been claimed.
- Fill out the travel and/or transport details that were missed when the service was originally claimed.
- If the client has approved the service, put a tick in the Client Accepted checkbox. Leave this unchecked if the client still needs to confirm details of the service.
- Click on the Save button.