This article explains specific settings that need to be applied when setting up a service agreement to ensure that transport can be claimed.
Travel vs transport
Transport involves a worker accompanying a participant on a community outing and/or transporting a participant from their home to the community. This is different from travel, which involves the worker travelling to or from client appointments unaccompanied.
NDIA funding for transport can be claimed from three types of support items:
- general
- specialised, and
- activity based.
General and specialised transport
To include general or specialised transport when creating a participant's NDIS service agreement in Lumary CM, you'll need to add the Transport category.
To set up a service agreement so that you can claim and manage general or specialised transport:
- Begin by creating a new service agreement or editing an existing one.
- In the Line Items tab, add the Transport support category.
- If you would like to restrict transport funding to the specific line item, put a tick in the Restrict delivery to Service Line Item checkbox. If you want to simply assign funding to the transport category to be used freely between the general and specialised line items, leave this box unticked.
- If the Restrict delivery to Service Line Item checkbox has been ticked, add a new Service Agreement Item with the appropriate Service.
- Default rates for general and specialised transport will usually be 1.00, as per the NDIS pricing arrangements. Negotiated rates can be added while creating the line item, or when delivering the service.
Your service agreement should now be ready to start claiming general or specialised transport.
Activity based transport
To include activity based transport when creating a participant's NDIS service agreement in Lumary CM, you'll need to allow these services to be claimed.
To set up a service agreement so that you can claim and manage activity based transport:
- Begin by creating a new service agreement or editing an existing one.
- Scroll down to the Activity based transport - consent and charges section.
- Select Allow from the Transport Non-Labour Cost Claims drop-down menu.
- If specific rates have been negotiated for non modified or modified vehicles, enter these into the appropriate rate field. If these fields are left blank, the default rate for your environment will be used.
- Fill out the rest of the service agreement in the usual way.
Your service agreement should now be ready to start claiming activity based transport.