Step 4: NDIS Export Process (Registered NDIS Providers)
If you need assistance, please use the link that was provided to you during your Discovery Session or email us at onboarding@caremaster.com.au for any questions.
These videos are here to guide you step by step through configuring NDIA Managed Participant Profiles, preparing their Supports for the NDIS Export, and generating the NDIS Export file with all the relevant Support details for the selected date range.
You'll also learn how to complete the Claims Upload process to mark the paid supports from the NDIS Export as paid in CareMaster.
Additionally, the videos will show you how to use the Transaction List Export report to streamline your NDIA Participants' remittance process within your integrated financial system.
NDIS Export Process
| NDIS Export process | 3:16 |
|---|---|
| Invoicing the NDIS Exported Supports | 1:35 |
| NDIS Claims Upload | 1:27 |
| Transaction List Export report | 4:19 |
The First video is the NDIS Export Process
This includes preparing the Participant Profile and funding information as well as setting up the Worker profile of the exporting user.
The Second video is - Invoicing the NDIS Exported Supports
This video will outline how to generate an invoice in your financial system to reflect your NDIS Exported supports.
The Third video is - NDIS Claims Upload
This video demonstrates how to import the PRODA Payment Remittance Advice file into CareMaster.
Completing this step ensures that any included supports within the Remittance file are marked as paid in CareMaster.
NDIS Claims Upload Process 653x367
The Fourth video is - Transaction List Export report
This video outlines the process how to setup up and run the Transaction List Export report in CareMaster.
This report is designed to help you with the reconciliation process in your integrated financial system, specifically for your NDIS participants' invoices. It offers a clear snapshot of which supports have been marked as paid and which are still awaiting payment.
Transaction List Export 653x367