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Simplify NDIS Funding Management with CareVision

CareVision is dedicated to empowering NDIS providers with tools that simplify managing client services and funding. One key feature is the use of NDIS funding source templates, which streamline assigning clients, setting up quotes, and tracking available funds. These templates also simplify reporting and claiming, ensuring an efficient and transparent process.

Funding source templates help standardise service rates, capture essential reporting data, and streamline business operations. They also enable clients to have greater control over their funding, even allowing for multiple funding sources.

Simplify NDIS Funding Management with CareVision
Simplify NDIS Funding Management with CareVision.

CareVision recommends four funding source templates for NDIS providers:

  • NDIS Plan: For clients with a plan manager, invoiced by your organization.
  • NDIS Agency: For invoicing and claiming directly via PRODA.
  • NDIS Self: For invoicing clients managing their claims.
  • NDIS Private: For organisations offering private NDIS services, invoicing a third party or the client.

For assistance in managing funding templates, CareVision offers expert customer support and a "Managing Funding Source Templates" course on CareVision Academy. Simplify your operations with CareVision today.



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1300 324 070

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

CareVision Profile

1300 324 070

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