This Report shows a list of appointments with charges linked to NDIS services that have been invoiced. Before you can view the NDIS Claims, please follow the process described below.

If a client cancels an appointment then a Fee can be charged, please follow the process describe below.

Edit the Provider Details

1. Go to Administration >> Clinicians and click Get Data
2. Select the provider from the list and Click on
3. Enter the NDIS Registration Number
   
   

Edit the Client Details

1. Open the Client Details window by clicking on the next to the client's name on the Client Header
2. Enter the NDIS Number
   
   

Create a New Service Charge

1. Go to Administration >> Service Charges
2. Click on New Service Charge
3. Fill the Form and Enter the NDIS Support Number, Charge Amount & Appt Lenght (min)
   Note: The Appt Length in minutes is equivalent to a 1 unit. For example if the service is provided for 60 minutes, the NDIS report will show the Quantity = 1.
4. Select the Charge Includes Tax? option and Save
   Note: Charge Includes Tax? can be configured as Yes, No or Tax Exempt. If the service is tax exempt the NDIS report will show the GSTCode = P2 otherwise GSTCode = P1
   
   

Create a New Appointment

1. Go to Appointments >> Select the specific Provider and time you want to create the appointment and right-mouse click to bring the Appointment Menu
2. Select the Appointment Type
   Note: For more information, please refer to How to Create an Appointment
3. Select the Client and Service
   Note: The Duration and Charge Amount are automatically filled.
   
   

Create an Invoice for the Client

1. Open the Invoice Details window by clicking on the on the Client Header
2. Click on Save to create the invoice for the Outstanding Appointment
   Note: The Invoice No. is automatically generated and populated and will be shown as the Claim Reference in the NDIS Report
   
   
   
3. Once the service is invoiced you will be able to view the NDIS Claim in the Report

Create a Cancellation Fee

If an appointment needs to be cancelled, A cancellation Fee can be applied to charge it to the Client, please follow the steps below to setup the Cancellation Charge

1. Go to Administration >> Service Charges
2. Click on New Service Charge
3. Enter the Name, NDIS Support Number and the Charge Amount and Save
   
   

Apply the Cancellation Fee to an Appointment

1. Locate the appointment to be cancelled >> Right-mouse click on it
2. Click Edit this Appointment
   
   
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3. Click on to delete the Service
   
   
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4. Add the Cancellation Fee Charge and Save
   
   
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5. Locate the appointment to be cancelled >> Right-mouse click on it
6. Click Cancelled
   
   
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7. Tick The Appointment Full Charge option >> Click on Save
   
   
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8. Open the Invoice Details window by clicking on the on the Client Header
9. Click on Save to create the invoice for the Cancellation Charge
   Note: The Invoice No. is automatically generated and populated and will be shown as the Claim Reference in the NDIS Report
   
   
   
10. Once the Cancellation Fee is invoiced you will be able to view the NDIS Claim in the Report

Run the NDIS Report

1. Go to https://augpmapi.gensolve.com/ >> Select the Report: NDIS
2. Select a date range for which to run the report
3. Enter Organisation, User and Password and Click on Download
   
   

The Generated Report

Parameters

Type	Description
Registration Number	This column shows the Provider’s Registration Number assigned in GPM
NDIS Number	This column shows the Client’s Registration Number assigned in GPM
Support Delivered From	This column shows the Start Date of the service provided
Support Delivered To	This column shows the End Date of the service provided
NDIS Support Number	This column shows Support Item Number of the service provided from the catalogue
Claim Reference	This column shows the Invoice Reference for the payment
Qty	This column shows the Actual Duration of the service provided. (ie. A claim for one session of 180 minutes is shown as Quantity = 1, because 1 unit is equivalent to 180 minutes configured in the service)
Unit Price	This column shows the charge amount per unit configured in the service
GST Code	This column shows the GST as applicable to the item or service. The P1 = Tax Claimable and P2 = GST Free
Claim Type	This column shows as CANC when the service was cancelled