Plan Management

NDIA Claims

/plan-management?view=claims7 steps

Claim batches, and the bulk-upload file you give the NDIA. This is the step that turns approved invoices into money.

Step by step

1
Before your first claim, set your Organisation ID in NDIA claiming settings — nine digits starting 405. Without it no claim file can be produced at all, and the error arrives weeks after the number was entered.
2
Build a claim from approved invoice lines. Only lines that have passed validation are eligible.
3
Download the CSV. It is the sixteen-column Appendix A bulk-upload format the NDIA portal expects, with CRLF line endings, and it splits automatically at five thousand rows.
4
If the download is refused, read the message: it names the line and the rule it broke. Common causes are a participant NDIS number that does not start 43, a service date in the future, a missing ABN, and a claim reference containing anything but letters and numbers.
5
Upload the file to the NDIA portal yourself — Rostery produces the file, it does not submit it.
6
Mark the claim submitted once it is lodged, so the reconciliation step knows what to expect back.
7
When the NDIA pays, ingest the payment results per line so short payments and rejections are recorded against the lines they belong to rather than the batch as a whole.

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