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.

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 PRN

Repeat this process for each client with NDIS coverage.

NDIS Participant Reference Number

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.

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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