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CareVision

Support with NDIS Funding Source Templates

Navigating NDIS funding source templates can be challenging, but CareVision provides a solution. Their intuitive templates simplify the setup process for clients and quotes, making it easier to manage NDIS funds. These templates are designed to enhance reporting accuracy, ensure precise fund management, and offer clear insights into available client funds.

CareVision's templates do more than just standardise services and rates- they also collect critical data for reporting, which helps improve overall business efficiency. This approach allows clients to maintain better control over their funding, even when juggling multiple sources.

Support with NDIS Funding Source Templates
Support with NDIS Funding Source Templates.

CareVision suggests four primary templates for NDIS providers:

  • NDIS Plan: Best suited for clients with a plan manager; the organization bills the plan manager directly.
  • NDIS Agency: Allows the organization to claim directly via PRODA, with clients nominating them for invoicing.
  • NDIS Self: Designed for clients who manage their own claims, with direct billing from the organisation.
  • NDIS Private: For organisations offering private NDIS services, where invoices are sent directly to third parties or clients.

For those needing support with NDIS funding source templates, CareVision's customer service team is ready to assist. Additionally, detailed instructions are available in the "Managing Funding Source Templates" course offered by CareVision Academy.



CareVision Profile

1300 324 070

Australian Head Office
Building 1, Suite 4D/19 Lang Parade, Milton QLD 4064

CareVision Profile

1300 324 070

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