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Claim funds

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Create Extracts and write invoices to claim funds back from NDIS or other funding sources.

  • Introduction to extracts, carts and claiming funds
  • Manage financial extracts

NDIS extracts and claiming

  • Create an NDIS extract
  • Process NDIS extract results file
  • Unlink errors from NDIS extract results file
  • Process NDIS extract remittance file
  • Checklist for NDIS extract and claim settings
See all 7 articles

DEX extracts and claiming

  • Prepare a SCORE record
  • Create a DEX extract

DVA extracts and claiming

  • Create a DVA extract
  • Checklist for DVA extract and claim settings

PMHC extracts and claiming

  • Checklist for PMHC MDS extract and claim settings
  • Manage PMHC MDS extracts

Home care package (HCP) claiming

  • Capture purchase order details on an HCP client's record
  • Introduction to HCP extracts, statements and claims
  • Find a client's HCP budget
  • Generate an extract for HCP monthly statement and bulk import files
  • Delete an HCP extract
See all 9 articles

NDIA Integration Module

  • NDIA integration module for automated service bookings
  • Create a service booking at the line item level using the NDIA Integration Module
  • Create a service booking at the category level using the NDIA Integration Module
  • Amend a service booking using the NDIA Integration Module

NDIS pricing updates

  • Introduction to the NDIS pricing update process
  • NDIS pricing status
  • Manage delays to NDIS pricing updates
  • Claim supported independent living (SIL) items using July 2020-21 pricing
  • NDIS service changes for 1 July 2022 pricing

Use the cart to manage invoicing and payments

  • Use the cart to manage client invoices and payments
  • Cart and invoice automation
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