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Track NDIS Participant Plan Details
Track NDIS Participant Plan Details

Learn how to add NDIS Plan Details to Clients' file and keep track of NDIS funding

Updated over a week ago

NDIS can be a pain, but we've made it simple to keep track of your participants' plan details and funding. Such as, start and end dates, Plan Funding type, and how much funding is remaining, all from the Client Details page.

Please, follow the steps below to add NDIS Plan Details to Clients' file and keep track of NDIS funding:

1. To add NDIS details, search for a client on the dashboard and select the client, and then click on Details/Referrers
2. On the bottom right side of the screen under NDIS Plan Details, complete the Participant Number, Funding Type, Start and End Date and Amount and then click on Update Client

💡 You should only add in the amount allocated to the service you're providing

💡 When creating an invoice for an NDIS participant, NDIS funded will default to Yes. This will deduct the amount from the NDIS Plan Details.

💡 You can also view all expired NDIS Plans from your Dashboard under Reminders, select Expired NDIS Plans from the drop-down menu

You may also be interested in:

📝 NDIS Calculator

Please let us know if you have any questions and don't forget to rate this help article below, so that we can continue to improve our support to you!

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