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Editing an NDIS Claim Type (Cart Item)
Editing an NDIS Claim Type (Cart Item)
Updated over a week ago

As of Penelope version it is possible to add an NDIS Claim Type to your Service Event Cart Items. The NDIS Claim Type and any associated Cancellation Reason will appear in the batch upload file.

Important: For the NDIS Claim Type options to appear the Service Unit must be an NDIS Service Unit.

How to edit an NDIS Claim Type

  1. Open the Individuals (clients) Service File.

  2. Open the Service Event with the Cart Item you would like to update.

  3. Click the Cart tab.

  4. Hover over the Payor Name in the Cart Item and a popup box will appear.

  5. Click Edit.

  6. Select the NDIS Claim Type.

  7. If Cancellation is selected another drop-down menu will appear. Select the Cancellation Reason.

  8. Update any other NDIS Line Details (if applicable).

  9. Click Save.

  10. Repeat Steps 4-9 for each Cart Item (if applicable).

For information on how to add an NDIS Service Unit visit: Add an NDIS Service Unit.

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