Overview of Client Intake Workflows for NDIS

Overview of Client Intake Workflows for NDIS

Each funding model sets out specific requirements for how care providers onboard new clients. This topic describes the data required for NDIS client intake and onboarding.

Keywords: ndis intake, client onboarding, ndis number, management type, support coordinator, plan manager, billing contact, guardian details, client identification,

System Data Fields Specific to NDIS

You must complete the following information in CareVision for NDIS client intake and onboarding.

  • Client Identification: full name, date of birth, and current address.

  • NDIS Number

  • Management Type (NDIA, Plan Manager, or Participant)

  • Support Coordinator/Plan Manager Details: Contact details for the person managing the funds

  • Guardian details if applicable (especially for minors or those with guardians)

InfoFor a general checklist for onboarding clients, see the Client Intake and Onboarding documentation.

    • Related Articles

    • Overview of Client Intake Workflow for SAH

      This topic describes the data required for Support at Home (SAH) client intake and onboarding. Keywords: sah intake, support at home, client onboarding, my aged care person id, billing contact, billing organisation, co-contribution, client ...

    • Notifications for Lead Management and Client Onboarding

      Lead to Onboarding Workflow Organisations regularly receive new client leads and it is important that the proper team is notified at the appropriate stage of the lead nurture and client onboarding process so they can follow up on and complete the ...

    • Overview of the Client Intake Workflow for CHSP

      This topic describes the data required for CHSP client intake and onboarding. Keywords: chsp intake, client onboarding, my aged care, mac reference number, medicare card, emergency contact, organisation reference id, global reference id, dex export ...

    • Client Status and Stages

      In CareVision, Client Status indicates the current phase of a client’s journey with your organisation, from initial contact through active service and subsequent exit. Keeping client status up to date is important for ensuring that records reflect ...

    • Overview of Client Intake Workflow for HACC

      This topic describes how to set up and manage HACC client profiles, including the required fields for personal details. Completing all relevant data supports accurate reporting and streamlines future billing and claiming processes. Keywords: hacc ...

    Request an Article or Guide

    We are keen to know what you want to know more about? Let us know on chat or raise a ticket for an article or topic you would like covered in more detail. We have a team of technical writers and learning content creators keen for your suggestions.