NDIS – Approach 1: Agency Managed

The Agency Managed approach is intended for agencies who report directly to and are paid by NDIA. In this approach, an NDIS Funder is created in Penelope along with applicable Public Policy/Policies. Clients have Public Policies where the NDIS Funder is the designated payor for applicable services and the NDIS Submission List functionality is used to generate a file that can be uploaded to the NDIA site.

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 an NDIS Funder	Create at least one NDIS Funder. You may need to create additional NDIS Funders if you submit claims under more than one ABN.	Adding an NDIS 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 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: 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 an invoice	Based on your agency’s preferred processes and invoicing cycle, create a Batch Invoice for NDIS claims.	Generate a Batch Invoice
Ongoing processes: Create an NDIS file and submit the file to NDIS	Based on your agency’s preferred processes and submission cycle, create NDIS files using the NDIS Submission List feature and upload it to the NDIA site.	NDIS Submissions List User Guide

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.

NDIS Module Configuration Guide

NDIS – Approach 4: Self Managed

About Using the NDIS Module

NDIS – Approach 3: Self Managed with Agency Assistance

NDIS – Approach 2: Plan Managed