Before you start this process you need your organisation NDIS registration number updated in ShiftCare settings.
Another prequisite is to type client's NDIS number in client detail page as you will not be able to lodge claim without this number. Please refer to Add a client article
Finally, ensure NDIA rates with correctly coded. Read article on Adding Price Books and Prices to know more about this section. It is vital to add NDIA codes in against appropriate rates.
Once Invoices are generated, go to Invoices and then List from left hand navigation. Below page will open. Select the dates to be claimed.
After confirming date period, click on the cloud with arrow pointing downwards (located at bottom right of the page-see above). This will give two options- CSV and NDIA. Select NDIA and file will be be downloaded.
Once you have clicked on the download icon and selected the NDIA option an alter will be displayed to let confirm the process has begun.
NDIA Export Complete Notification
Once an export is complete you'll see a notification appear under the flag icon at the top of the screen.
You will also receive an email notification with a link to the file to download it.
When downloaded, the NDIA file will look like below file.
Next, login to your NDIS Portal. Select from the Payment Requests page and click on "Bulk Payment Request Upload"
Choose the file(s) you wish to upload by selecting Browse and selecting file that you downloaded above. Select Upload. Once you have uploaded the template, a successful upload message will appear. If the file template is in the incorrect format, an error message will appear and you will be directed to a csv file that outlines which line items are incorrect.
NDIA Individual Payment Request (Claim)
In order to do "Individual Payment Request" , generate invoice of the client as shown above. Login to your NDIS Portal. Go to Payment Requests page and select Create Payment Request.
It will prompt you to put client related information eg the client’s NDIS Reference Number. etc. When you reach below page you need to fill required fields i.e Support Start Date, Support End Date, Support Category, Item Number, Item Quantity and Invoice Number. This invoice number is specific to the Providers invoicing process and is not generated by NDIA. This is ShiftCare invoice number. Click on "Next" button located at the bottom right of the page.
If the payment request details are correct, select Submit otherwise click on Back and amend your details. You will receive a confirmation once your Payment Request has been submitted. If the Payment Request does not pass validation, an error message will appear.