This article lists some of the settings you will need for a successful NDIS extract and claim.
To make sure your NDIS extracts lead to successful claims, there are a few settings you may need to check. The following table shows you where to find the relevant records, and what they need to include.
The table lists:
- the Lumary record type that includes the fields
- the settings that are required for a successful NDIS claim and
- how to find the record and fields in the Lumary system.
| Record | Key settings | How to get there |
| Client (Contact) | NDIS Number: client's NDIS number must be provided. | Contacts tab |
| Service Agreement (SA) |
Funding Type: NDIS. |
Service Agreements tab |
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Funding Management: NDIA. |
Service Agreements tab, Funding Information section |
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Client Approved Date: field must display a date. |
Service Agreements tab, Outcome section |
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To change these settings, amend the service agreement. |
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| Service Delivered (SD) |
Total inc GST: amount must be greater than $0. |
Service Delivery Entry tab, Total Cost and Payment Details section |
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Client/Rep Accepted: checkbox must be ticked. |
Service Delivery Entry tab, Total Cost and Payment Details section |
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Current NDIS Extract Item: review the content of this field to make sure that this service has not appeared on another extract. |
Service Delivery Entry tab, |
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Claim Status: Ready to Claim. (Other claim statuses are explained in the processing NDIS extracts results file article.) |
Service Delivery Entry tab, Extracts section |
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| Service Agreement Item (SAI) |
Funding Management: must be NDIA or blank. |
Click on the SAI text link at the top of the service delivered (SD) record. |
| Extract (EXT) |
Extract Type: NDIS. |
Lumary Extracts tab |
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NDIS Registration Number: must match either the number of the site where the service was delivered or the company-wide number. Selecting the company-wide number will only extract SD records that are linked to sites that don't have their own NDIS Registration Number. |
Lumary Extracts tab | |
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Region: (if selected) must match the region where the service was delivered. |
Lumary Extracts tab | |
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Hours Column: selects the column in the extract used for multiplying units. For example, a 1 hour and 30 minute session appears in Quantity as 1.5 or Hours as 1:30. If unsure, leave set to Quantity. |
Lumary Extracts tab | |