Skip to content
  • There are no suggestions because the search field is empty.

NDIS - How to Set Up Participants (Client)

Step 1: Navigate to the Clients Section

  1. Locate the Client Tree Structure (e.g., "NDIS NSW PARTICIPANTS").
  2. Click Load Client Tree Structure and select the existing structure.

Step 2: Add a Service Location

  1. Click Add Service Location.
  2. Name the location after the participant and duplicate the client location.
    1. "G GANSON - 97238756 (NDIS NUMBER)
  3. Enter all relevant information, including:
    • Location documents (e.g., NDIS service agreements, risk assessments).
    • Address details.
    • Relationship Manager details (e.g., Support Coordinator, Plan Manager).

Step 3: Mandate Case Notes for Timesheet Submission

  1. Ensure all NDIS services and deliveries require a Case Note for timesheet submission.
  2. Navigate to Settings → Mandate Notes→ Select Note Category

Step 4: Finance Client Card Set Up

To display NDIS product codes on your invoices in Entire OnHire, please follow the steps outlined below:

  1. Create the support numbers/codes in your system Product Master.
    1. Navigate to Master > Payroll > Product Master within the Finance Portal.

       
    2. At the bottom of the Product Master screen, enter the product number and description.
    3. Select Save.

  2. Attach the created product codes to the qualification, pay level, etc. in your Rate Tables.
  3. Export your rate tables, update the product codes in the relevant column, and then import them again.
  4. Ensure on the Client card that you have stated override order number with product line item
  5. This process ensures that NDIS product codes are associated with the corresponding qualifications, pay levels and Allowances. in your system, allowing them to be displayed on invoices.

Step 5: Entering a Standard Shift

Proceed with rostering shifts as per standard NDIS service delivery requirements. Ensure compliance with participant plans and NDIS reporting standards.

Example

Using single or multi use the following

  • Service Location - "PARTICIPANTS NAME"

  • Delivery - if their is specialised skill required eg peg feeding.

  • Qualification - Based on the Line Item Type of Support being supplied.
    • SC
    • DOM
    • COM
    • HEALTHRN

Fill in information as normal