Create an NDIS service agreement for allied health

Lumary AH - This article explains how to set up a service agreement for claiming allied health services from NDIS funding.

NDIS service agreements can be set up to claim funding from the NDIA. They can also be used to claim funding for NDIS services from a participant or their nominee, or through a registered plan management provider. Services in NDIS service agreements typically use the pricing arrangements and price limits set by the NDIA.

To help guide you through setting up a new service agreement, we've divided the process into:

• initial setup
• funding information
• consents and charges
• service bookings, and
• saving and creating the agreement.

Initial setup

To start setting up an NDIS service agreement:

1. Navigate to the client's record.
2. Click on the Funding tab. You may need to click on the More drop-down list to find this tab.
3. Scroll down to the Individual Service Agreements section.
4. Click on the New button.
5. Click on the Funding Type drop-down list and select NDIS.
6. Set the Start Date and End Date of the service agreement. These will usually match the dates on the participant's NDIS plan.
7. The Contract Number and Notes fields are optional.

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Funding information

The funding information section affects how the system responds to the amount claimed from an agreement and how that funding is claimed.

8. The Total Allocation Limit is the total amount that the client has allocated for services in this agreement. This limit must be set if you plan to apply overclaim settings that prevent or warn users about claiming over the limit.
9. Use the Funding Management field to show who manages the client's funding. To generate extracts to submit claims directly to the NDIS, set this field to NDIA. If you'll be invoicing the client directly, select Participant. If the funding will be managed by a participant's nominee or registered plan management provider, an additional field will appear so that you can identify the nominee or funding manager.

10. Use the Service Agreement Overclaim field to determine what happens when service deliveries are added that will cause the agreement to exceed the allocation limit. By default, this is set to Warn. Setting this to Prevent is the safest way to prevent overclaims. The following table describes how each setting behaves.

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Consent and charges

The NDIS service agreement can also capture a client's consent and agreed rates for some supports. These include provider travel, activity based transport and centre capital costs. Consent is captured by setting the corresponding claim type to allow.

By default, the rates fields use the NDIA's usual rates if the field is left blank. Your system administrator can set global rates for your entire organisation, which will then be applied if these fields are left blank.

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Service booking

In the Booking Details section, you can link the service agreement to an existing or new service booking. To add a service booking:

11. Click in the Service Booking field. Recent bookings will be listed. To search for a booking, start typing the booking number then click on the relevant booking. To create a new service booking record, click on + Add New Service Booking.
12. You can then populate the Create Service Booking form. The mandatory fields are marked with a * red asterisk and reflect the details of your service booking with the NDIA:

1. Service Booking Number
2. Booking Created Date
3. Service Booking Start Date, and
4. Service Booking End Date.

13. Click on the Save button to create the service booking in Lumary.

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Save and create the service agreement

14. Once you've filled out as much of the service agreement as you can, click on the Save button to create the service agreement.