NDIS – Approach 2: Plan Managed

This approach is used for agencies who work with a third-party organization who is responsible for managing an Individual’s plan. The agency tracks the use of the Individual’s plan in Penelope but they generate an invoice to the third-party organization (who then submits the claim to NDIA).

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 a Funder	Create your Funders using the “Insurer” Plan Type. Note that you’ll create this Funder using the regular non-NDIS process.	Adding a 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 a Group Policy	Create as many Group Policies as works best for your agency’s processes.	Group 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: Add Group Policy Coverage for an Individual	Create as many Group Policy Coverages for each of your clients based on your agency’s processes.	Adding a Group Policy (Individual)
Ongoing processes: Add Private Policy Coverage for an Individual	Create as many Private Policy Coverages for each of your clients based on your agency’s processes.	Adding a Private 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 and submit an invoice	Based on your agency’s preferred processes and invoicing cycle, create a Batch Invoice for the NDIS claims and submit the invoice to the Funder.	Generate a Batch Invoice

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.