Finance Team Course
Pre-Service Agreement
How to view and collect vital Client information and Connections
2 Topics
How to view and collect vital contact information
How to create Connections
How to manage Client NDIS Plans
3 Topics
How to create NDIS plan and specify Plan Funding
How to extend an existing NDIS Plan
How to create next year’s plan without errors
How to create Client Goals
1 Topic
How to create Client Goals
How to perform Risk Assessments
4 Topics
How to create Brief Risk Assessments
How to create Detailed Risk Assessments
How to forward a Detailed Risk Assessment (Complete Approval Process)
How to automatically schedule Detailed Risk Assessments
Client Service Agreements and Client Consents
How to create a Client Service Agreement
2 Topics
How to create a Client Service Agreement for a Non-Stated Support
How to create a Client Service Agreement for Stated Supports
How to manage Client Consents
2 Topics
How to obtain Consents
How to extend Client Consents and Permissions
How to capture a Service Booking-Funding
1 Topic
How to capture a Service Booking-Funding
Providing Services
How to manage Case Notes
5 Topics
How to create Case Notes
How to cancel a Case Note
How to Fix Invoicing Errors
Case Note data checks
Late Case Notes
How to manage Client Referrals
1 Topic
How to create Client Referrals
How to manage Client Reviews
2 Topics
How to perform the 8 week Client Review
How to perform the 12 month Client Review
How to Manage Group Services
6 Topics
Setup a single Group Service
How to add a Product for Group Service
Booking-Delivery for Group Services
Create a Group Service with child Sessions
How to create recurring Group Services
How to create a Group Service with multiple child sessions
Billing-Financials
Create NDIS claims file for upload to NDIS portal
Invoice for a Client
Update Invoice Lines with NDIS RCIT payment error file
View billed revenue
Create Invoices
1 Topic
Create Invoices
Reporting
Client Review and email to NDIS
View caseload of Coordinators
View client funding available
View COS performance
1 of 2
Previous Lesson
Next Lesson
Create NDIS claims file for upload to NDIS portal
Finance Team Course
Create NDIS claims file for upload to NDIS portal
Previous Lesson
Back to Course
Next Lesson