In every case, there are necessary steps to making a payment claim that NDIS participants must go through. And while individual providers may have certain requirements they must fulfil when it comes to compiling invoices, these following steps are commonly seen across the NDIS.
1. Ensure You (and Your Team) are Appropriately Registered
If a participant is not properly registered, their payment requests can’t be correctly processed. That’s why, at the outset, it’s important to ensure participants are correctly registered within the right category. This also involves checking with the participant’s NDIS plan to ensure the relevant support category they intend to claim from is included within their plan.
2. Finalise a Service Agreement with a Participant
Generally speaking, a service agreement should be in place with participants before providing services. These service agreements should set out the anticipated total cost of the service(s) to be provided to the participant, including its type, frequency, and unit price.
3. Get Approval of a Service Booking
Once registration and finalisation of the service agreement is finished, you’ll need to confirm approval of a service booking that outlines the specifics surrounding the provision of the service. Unless this step is completed, you won’t be able to submit a payment request.
4. Keep Accurate Records of Delivered Services
Under the Provider Payment Assurance Program, registered providers must keep full and accurate records of the services delivered. The type of information required to be included depends on the category of support delivered. Detailed guidelines and log templates are available on the NDIS website.