This approach is used for agencies who assume responsibility for ensuring plan limits are obeyed on behalf of the Individual receiving service. The agency does not report to NDIA directly but instead provides an invoice to the payor (either the Individual receiving service or the designated payor for that Individual) who will submit a claim to NDIA.

Required Configuration and Processes

Required Configuration and Processes in Penelope

Description/When to Complete

Supporting Help Resources

Configuration: Configure the general Billing module

Complete prior to configuring the NDIS module.

Billing Configuration Guide

Configuration: Configure the NDIS module

Complete prior to configuring the NDIS module.

NDIS Configuration Guide

Ongoing processes: Update a client’s Individual Profile with their Participant Reference Number

Repeat this process for each client with NDIS coverage.

NDIS Participant Reference Number

Ongoing processes: Add a Funder

Create your Funders using the “Monitored Billing” Plan Type. Note that you’ll create this Funder using the regular non-NDIS process.

Adding a Funder

Ongoing processes: Add a Public Policy

Create as many Public Policies as works best for your agency’s processes.

Public Policy Setup Page (Funder)

Ongoing processes: Add a Group Policy

Create as many Group Policies as works best for your agency’s processes.

Group Policy Setup Page (Funder)

Ongoing processes: Add Public Policy Coverage for an Individual

Create as many Public Policy Coverages for each of your clients based on your agency’s processes.

Adding a Public Policy (Individual)

Ongoing processes: Add Group Policy Coverage for an Individual

Create as many Group Policy Coverages for each of your clients based on your agency’s processes.

Adding a Group Policy (Individual)

Ongoing processes: Add Private Policy Coverage for an Individual

Create as many Private Policy Coverages for each of your clients based on your agency’s processes.

Adding a Private Policy (Individual)

Ongoing processes: Book an Event

Book an Event with NDIS Service Units as applicable.

Booking a Service Event

Ongoing processes: Record attendance for an Event

To generate an Invoice in the next step, ensure that attendance has been recorded for each applicable Event.

Recording Attendance

Ongoing processes: Create and submit an invoice

Based on your agency’s preferred processes and invoicing cycle, create a Batch Invoice for the NDIS claims and submit the invoice to the Funder.

Generate a Batch Invoice

The Four Core Approaches

There are four core approaches when using the NDIS module for your agency and clients in Penelope. Each approach requires an NDIS license and a configured the NDIS module. For more information on the four core NDIS approaches click here.

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