Nookal has an NDIS tool allowing easy budget tracking and claiming through the NDIS portal. To use this tool to its full potential, simply follow the steps below to set it up and to learn how to use it.
Setting Up the NDIS Integration, Items and Contacts.
1. Enable the NDIS integration, create billing Categories and configure items for NDIS Claims in Setup > Connections > Integrations > NDIS > Configure.
2. Enable Items (Services, Classes and Inventory items) for NDIS Claims in Setup > Items > Services / Classes / Inventory.
3. Add NDIS Registration No. for Contacts in the Contacts section.
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More details can be found here.
Adding a Budget to a Case
Once the integration is set, it is possible to assign a Budget to a Payer in a Case and to breakdown the budget for different Categories.
1. In the Case, click Add Payer.
2. Select Budget.
3. Set a budget for each relevant Billing Category and Save.
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More details can be found here.
Managing and Using Budgets
Once Budgets are added to Cases, the balance will be displayed in different places such as on the booking, on the invoice creation screen, in the Case's section and in the Client's Account section.
The budget balance for each category is updated when items are invoiced not when the booking is made.
When invoicing for NDIS claims the option to select or change the item Billing Category is displayed on the invoice creation screen.
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More details can be found here.
Exporting NDIS Data for Claiming
If everything is set in Nookal to claim NDIS, exporting data to import into the NDIS portal is quick and easy.
There is also a history of exported claims to easily track progress.
1. Head to Manage > Administration > NDIS Export > generate a report for the relevant date range.
2. Check data and Export.
3. A CSV file will be downloaded, ready to be imported in the NDIS portal.
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More details can be found here.
Importing Claiming Data from NDIS into Nookal
Import NDIS claims data from the NDIS Portal into Nookal.
1. Head to Manage > Administration > NDIS Import > select your NDIS CSV file for upload.
2. Upload the CSV and review your claims.
3. Tick the checkbox next to any successful claims that you want to update in Nookal and Save.
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More details can be found here.
Reporting on NDIS Data
Nookal has an NDIS report to track NDIS budget and claims at a glance for all Clients.
1. Simply head to Reports > Financial > Client Funding and click Generate. This will provide a report of all active claims with a remaining balance.
2. If looking for a specific type of claim, such as expired or used budget, simply make the appropriate filter selection.
3. The report generated can be printed, emailed or exported as a spreadsheet (CSV file) as relevant.
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More details can be found here.