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Setting Up NDIS Funding Rules by CareVision

Avoid payment issues and save time handling clients by using a funding source template at CareVision. Setting up NDIS funding rules is fairly simple so you don't have to manually add each billing category, service, and fee for each funding. On CareVision, these will be pre-filled in just a few clicks.

To set up funding rules, you can choose from 2 options on CareVision:

1. Service Restrictions for Clients to Restrict Services
2. Restrict Selection of Funding to the Template Funding Services

Setting Up NDIS Funding Rules by CareVision
Setting Up NDIS Funding Rules by CareVision.

Setting up NDIS Funding Rules can prove to be very helpful for daily operations. For example, you will not make the mistake of booking a service for a client when they are not funded for it.

You will be able to choose the right services for a client and avoid booking one that they can't afford. Using funding source templates can definitely make operations more efficient.

If you want a step-by-step guide on how to set up your funding sources for your own clients, you can watch the video from CareVision Academy. You may also contact the Support Centre of CareVision if you require further assistance in setting up NDIS funding rules.



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1300 324 070

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CareVision Profile

1300 324 070

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