Collecting NDIS Participant Numbers Via Online Forms
With Zanda online forms, clients can submit their NDIS participant numbers which will automatically populate into their client profiles. Start with creating an online form template.
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Go to Tools > Form Designer or User Menu > Account Settings > Communication > Form Designer;
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You can use the ‘NDIS Service Agreement’ form that we created for you (import it from the template library at the top-right), or update the form you already have.
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The ‘Insurance Details’ linked profile field, added to the online form template, will be used to automatically populate NDIS participant numbers in client profiles, cutting your admin time significantly.
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Here is an example of the online form that clients will receive and where they will be asked to enter their NDIS participant number.
Refer to the Sending Online Forms to Clients article on full details about sharing online form links with your client’s.
Entering NDIS Participant Numbers Manually
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Search for the client to open their profile
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Click on the client name.
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In the client’s profile menu, go to Billing > Insurance
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Click ‘Add Insurance’.
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Click ‘Select Insurer’ > Select ‘NDIS’:
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Enter the client’s NDIS participant number:
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Activate the ‘Default’ switch to ensure that this number will be automatically included on the client invoices:
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Click ‘Save’ to save the changes.
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Select how you wish to update the existing client invoices with their NDIS participant number:
- update only future dated invoices;
- update past and future dated invoices;
- do not update the existing invoices:
Adding Client NDIS Plan Dates
To show client’s NDIS plan start and end dates on their invoices, you will need to add them as ‘Extra Invoice Info’ in the client profiles. Here is how:
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Open the client’s profile and click Billing > Billing Setup.
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Click into the ‘Extra Invoice Info’ text box and enter the NDIS plan start and end dates:
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Save the changes.
Want clients to submit their NDIS plan dates online? Add a Custom Profile Field of type ‘Date’ and link it to your form, see Add and Manage Custom Profile Fields. The ‘Extra Invoice Info’ field itself can’t be filled in from an online form; it isn’t one of the profile fields that online forms can link to. Keep in mind that Custom Profile Field values don’t automatically appear on invoices the way ‘Extra Invoice Info’ does, so you’ll still need to copy the date across to ‘Extra Invoice Info’ if you want it printed there.
Viewing NDIS Client Invoices
After entering the above NDIS information as we instructed, it will be showing on their invoices when they are printed or emailed.