Workers can set up NDIS Service Units from their My Home Page located under the Setup tab on the right-hand side of the screen. To have access to the Setup tab you will need to be assigned to the Admin-Executive User Group.
Navigation
Important Information (Below)
Recalc(ulate) and Update Billing Amounts to Appointments
How to Add a new NDIS Service Unit
How to Assign an NDIS Service Unit to a Case Service
Important Information
An NDIS Support Item Number must be entered in the Procedure Code field.
An NDIS Registration Group is required.
An NDIS Support Category is required.
As of version 4.11.2.0 you are able to assign Valid Claim Types to the NDIS Service Unit. When adding an NDIS Service Unit you have the option of selecting which Valid Claim Types are applicable for the Service Unit being created. These Valid Claim Types will then be available for selection in the Line Details of the Cart Items of the Service Event.
As of version 4.22.1.0 the following updates have been made to the existing NDIS Claim Types:
– Standard Service changed to Direct Service
– Report Writing change to NDIA Required Report
– Travel Charges change to Provider Travel
Previously invoiced Service Units will not have their Claim Types changed. All NDIS Service Unit Cart Items, that have not yet been invoiced, will retain their Claim Type value even if the value is now replaced. Editing these line items allows the user to change the value to one of the new values. If no change is made, the old Claim Type’will remain when the item is invoiced. All replaced Claim Types will no longer be selectable from any page.
Available NDIS Claim Types
As of version 4.22.1.0 the following claim types are available:
Direct Service
NDIA Required Report
Telehealth Supports
Irregular SIL Supports
Cancellation
Non Face-to-Face Service
Provider Travel
Recalc and Update Billing Amounts to Appointments
Version 4.22.1.0 and above – When recalculating NDIS Service Units the NDIS Claim Type and NDIS Cancellation Reason will now be retained. This will ensure the correct claim information and metadata is available for submission to NDIA.
Version 4.22.1.0 and above – When clicking Update Billing Amounts to Appointments from the NDIS Service Unit page, the Claim Type will change back to Standard Service for Cart Items. Doing a Recalc of the Billing Sequence and Mass Update from the Public Policy will retain the Claim Types for the Cart Items.
More Information
For more information about managing NDIS Claim Types and in particular the NDIS Claim Type of ‘Cancellation’ please refer to this article: NDIS Managing Cancellation Charges
How to Add a New NDIS Service Unit
As of version 4.22.1.0 the following applies to NDIS Service Units: The NDIS Valid Claim Type is no longer required to default to Direct Service for an NDIS Service Unit. It is now possible to set a default Claim Type and unselect Direct Service as a Valid Claim Type on an NDIS Service Unit. Allowing more efficient use of Penelope’s standard reporting tools and reducing the number of incorrect Claim Types being processed.
1. Select Setup from the right-hand side menu.
2. Select Service Unit List.
3. Select the NDIS Service Units tab.
4. In the NDIS Service Unit section select Add.
5. Complete the NDIS Service Unit details as required.
6. Click Save.
Additional Information
Service Unit Type – Charge* – Usually a fee that is going to be billed/invoiced to the client by the agency but generally isn’t attached to a service or physical item (e.g. cancellation charge, NSF charge etc).
Service Unit Type – Physical* – Usually a physical item that is going to be billed/invoiced to the client by the agency. For NDIS these could be some of the support items supplied to a client.
Service Unit Type – Service* – Usually a service that is being billed/invoiced to the client by the agency (e.g. counselling, therapies etc). This Service Unit Type could also be used for Case Notes, Telephone Calls etc; even if the Service Unit does not have billing components as these would be considered a service.
Modifiers 1-4 – For US agencies using the CMS 1500 and/or EDI features in Penelope, if applicable, select and enter the modifier information.
*The Service Unit Type field is also an additional field to report against, allowing the agency to track revenue from these groupings on certain reports.
How to Assign an NDIS Service Unit to a Case Service
Once you have created the Service Unit you will need to assign the Service Unit to a Case Service. This can be done from the Service Unit page.
1. Select Setup from the right-hand side menu.
2. Select Service Unit List.
3. In the NDIS Service Unit section select the NDIS Service Unit you would like to assign to a Case Service by clicking on the Unit Name.
4. In the Case Service section select Add.
5. Select the NDIS Service Unit you would like to add to the Case Service. If you would like to add all NDIS Service Units click Select All.
6. Click Save.
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