Billing and Claiming

NDIS Charging for Provider Travel

Ensure travel to client costs are charged as well as setting individual overrides

1 Care Worker to 2 or more Clients/Participants Service Types

How to set up service types for group sessions or for client/participants approved for 1:2 (or 1:3 etc) supports for correct billing and payroll exports.

Setting up DEX

Things you need to do to set up your Eziplan system to manage DEX reporting

Invoice Export

How to generate a general or HCP invoice file to upload to your Finance Software

NDIS Invoices 1 - Generate Invoices

Generating NDIS Invoices in Eziplan and how to delete and retrieve deleted invoices.

NDIS Invoices 2 - The NDIS Invoice List

Finding your NDIS invoices in Eziplan

NDIS Invoices 3 - Editing

How to modify invoices in Eziplan

NDIS Invoices 4 - Printing

How to print an NDIS invoice in Eziplan

NDIS Invoices 5 - Export to Accounts

How to export your NDIS invoices to your Accounting Software

NDIS Invoices 6 - Export to PRODA

Export a bulk claim file to import into PRODA so you can make your claim in one go

Balancing Client Contributions

Taking money from Client Contributions to pay off debt to Provider (negative Funds Held by Provider)

NDIS Charging for Activity Based Travel

Ensure "Travel With" client costs are charged

Home Care Packages - IPA Monthly Processes

How to carry out the HCP claims and statement production.

Home Care IPA – Problem with Surplus Funds on Departure

Managing issues with Surplus funds for departing Home Care Package clients

How to reconcile Home care client exiting the system

Reconciliation of departing Home Care Package Clients

NDIS Budget Forecast

A step-by-step guide on how to access a fully priced Service Schedule and manage an NDIS Budget Forecast in Eziplan

Managing Travel kms charge in Eziplan

An overview on how to to manage travel kms charges in Eziplan for invoicing