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NDIS – Approach 2: Plan Managed
NDIS – Approach 2: Plan Managed
Updated over a week ago

This approach is used for agencies who work with a third-party organization who is responsible for managing an Individual’s plan. The agency tracks the use of the Individual’s plan in Penelope but they generate an invoice to the third-party organization (who then submits the 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.

Configuration: Configure the NDIS module

Complete prior to configuring the NDIS module.

Ongoing processes: Update a client’s Individual Profile with their PRN

Repeat this process for each client with NDIS coverage.

Ongoing processes: Add a Funder

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

Ongoing processes: Add a Public Policy

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

Ongoing processes: Add a Group Policy

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

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.

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.

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.

Ongoing processes: Book an Event

Book an Event with NDIS Service Units as applicable.

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.

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.

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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