NDIS – Approach 4: Self Managed

This approach is used for agencies working with clients who are fully responsible for managing their own plans with NDIA. In this approach, you can use NDIS Service Units but you do not need to configure any Funder or Policies; instead, regular FFS billing is used to generate an invoice billable to the designated FFS Individual for the client.

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 Participant Reference Number	Repeat this process for each client with NDIS coverage.	NDIS Participant Reference Number
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 an invoice for the NDIS claims and submit the invoice to the Funder.	Generate a Batch Invoice Invoice and Record using QuickPay

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.