Managing NDIS Funding Source Options

Do you need help on how to manage NDIS funding source template options? At CareVision, assigning and setting up clients and quotes is easy, thanks to NDIS source funding templates. These templates make it easy for reporting and claiming as well as to calculate the funding that is still available for a client to use.

What's more, funding source templates allow you to standardise the rates and services of your business, capture relevant reporting data, ensure streamlined management of your business, and even allow clients to have control over funding, even getting multiple sources.

For NDIS Providers, take note that there are 4 recommended funding source templates available:

NDIS Plan - use this if your client has a plan manager and said plan manager will be invoiced by your organisation
NDIS Agency - opt for this if the client nominates your organisation for invoicing PRODA and claiming directly from PRODA
NDIS Self - choose this if your organisation invoices your client who manages their own claiming process
NDIS Private - for organisations that provide private NDIS services, this is the template of choice; the organisation may invoice a third party or the client

Managing NDIS Funding Source Templates.

If you require guidance on how to manage NDIS funding source templates, CareVision has dedicated customer service to help you out. You may also watch the "Managing Funding Source Templates" course on CareVision Academy.

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