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.