Process NDIS extract results file

This article explains how to process the bulk upload results file after creating and sending an NDIS extract.

To claim funding from the NDIS, you'll need to create an extract that lists the services delivered and submit it via the myplace portal. This process is split into three parts:

1. Create an NDIS extract
2. Process the results file and unlink any errors, and
3. Process the remittance file.

This article only covers the second part. You'll need to have already completed the steps on creating an NDIS extract before undertaking the steps below. Follow the links above to navigate to the articles covering the other parts of the NDIS extract process.

Once you've submitted an extract and downloaded the bulk upload results file, you'll need to upload the results file to Lumary to align the results to your Lumary records.

To process the results file:

1. Go to the Lumary Extracts tab.
2. Set the Extract Type to NDIS.
3. Set the date range to include your extract.
4. Under Previous Extracts, look for the relevant extract file.
5. Click on the Extract ID hyperlink to open your extract.

6. Click on Process Result. You may need to use the drop-down arrow to find this option.

7. Click Upload Files and locate the NDIS results file on your computer or drag and drop the file onto the Or drop files area.
8. Once the file has loaded, click on the Done button.

9. Read the next message carefully, then click Process.

The system will now process the result file and update the status on the extract items as well as the associated service delivered records.

10. The uploaded file is saved under the Related tab in the Notes & Attachments section.
11. Go to the Related tab, select one of the Extract Items and click on the hyperlink.
12. View Claim Status and Status Message fields to verify the result.
13. If your record shows a status of Error, you can review the service delivered record for more information. To open the service delivered record, click on the SD text link.

The claim status on the service delivered record may be different from the status on the extract item. Refer to the table at the bottom of this article for a full list of service delivered claim statuses and their meaning.

If there are errors in your bulk upload file, you'll need to unlink those service delivered records from this extract so that they can be corrected and claimed in a later extract. See how to unlink errors from NDIS extracts.

After processing your results file, you'll need to wait to receive the remittance file from the NDIA. Once you receive the file you can process it to align your records in Lumary CM with the NDIA.

Service delivered claim statuses and extract mapping

* The Service Booking Number is a Lumary setting for service agreements. It can be used to restrict extracts to services that have been booked with the NDIA. To activate this setting, a system administrator will need to tick the Require Service Booking to Extract checkbox under the Service Agreements tab in Lumary Settings.