Report on NDIS and third party billing

To assist with your NDIS billing, Halaxy features an NDIS bulk upload report that can be uploaded to PRODA.

Reports_NDISBulkUpload.png

This report shows invoices that have been billed to a third party (i.e. self-funded clients are not included). You can filter the report by organisation if you want to only include invoices billed to a specific organisation, such as the National Disability Insurance Agency.

The NDIS bulk upload report includes the following information:

  • The registration number used for the support (based on your NDIS provider number in the Identifications page)

  • The practitioner

  • The patient

  • NDIS claim number

  • Support number

  • Support dates

  • The claim reference with a link to the invoice

  • Quantity of the support and the hours claimed under an NDIS referrral

  • Unit price

  • GST code

Note

If the paying organisation changes for a patient, you should archive the patient's NDIS claim in their Funding tab and use a new claim.

Run an NDIS bulk upload report

  1. Click Reports > Finance.

  2. On the top right, click New Report.

  3. For Report Type, select NDIS Bulk Upload.

  4. (Optional) To limit the report to a specific organisation (such as the National Disability Insurance Agency), select it in the Organisation field.

  5. (Optional) Set any other filters as needed.

  6. Click Run.

A report showing invoices billed to third parties will appear. You can use the Export or Print buttons to download the report. You can then upload the report to PRODA.

Updated

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