NDIS Disability Plan Management for Microsoft Dynamics 365

Introduction to NDIS Disability Plan Management

“Automate administration, budgets, invoices, claims and finance management while delivering personalized client plan outcomes.”

NDIS Disability Plan Management for Dynamics 365 is an enterprise software designed to enhance the administration and finance management processes in healthcare organizations such as NDIS Service Providers, Aged Care, and other disability supports. From vendor/client submission of invoices through email, “self-service” client portal, invoices are processed, including client account assignment with NDIS ID, to create a “PM Invoice” in Dynamics 365. The PM Invoice generates a payment request claim submission to NDIA. Upon successful claim payment, PM Invoice proceeds to next stage being invoice sent to accounting/finance system, ready for payment.

Visit on Microsoft AppSource: NDIS Disability Plan Management 

Key Benefits

Here is a list of key benefits:

List of Benefits

• Building on the Microsoft 365/tools that many NDIS Service Providers, Aged Care, and other disability supports already use for centralized application and data management.
• Streamlined administration including “built-in” finance, HR, payroll, risk and incident management with option for full NDIS Disability Healthcare solution including Support Co-ordination.
• Improved collaboration – integrated with SharePoint for document management, Outlook for email management along with Microsoft Teams, and now Copilot AI.
• Data-driven insights – building on the one Microsoft Dataverse with Power BI visualizations.
• Cost and time savings using one system – no more multiple software systems, “app flipping”, copy/paste or wasted time looking for information or manual processing. The automation available supports up to 80% straight through processing.
• Enhanced compliance and governance.

Key Features

Here are key features of the app.

Enquiry and Intake:

Capture caller and potential client details from website contact pages or social media platforms; Manage enquiry tasks and referrals in and out.

Client Onboarding

Record all the client details you need including relationships with family, doctors and others; Manage support profiles, goals, funding sources, budgets, documents, emails and files all in one place.

Service Agreement

Take advantage of template-based Word document creation and management including DocuSign and Adobe Sign for electronic signature/contact less agreements.

Finance, Invoicing and Payments

NDIS API integration for automated budgets, claims, notifications, invoicing and payment management using advanced OCR tools for Plan Management and Accounts Payable/AP Automation; Integrated Human Resources/HR Management, payroll, finance and client/family portal for “one system” end to end.

Document and Email Management

Store and manage all client related emails and documents and online forms securely within the platform for easy access and reference using SharePoint and Outlook integration.

Analytics and Reporting

Gain insights into client retention, satisfaction, goal tracking and other key metrics through built-in Power BI reporting and dashboards.

Client and Family Portal(s)

With the Dynamics 365 solution comes an optional fully customizable self-service portal that empowers family and clients with the tools to keep update to date.

Finance Management

Powered by Dynamics 365 Business Central with Sales, Purchasing, Cash Management, Grants & Acquittals Management, General Ledger and Fixed Asset Management.

Summary

NDIS Disability Plan Management solution for Microsoft Dynamics 365 is an enterprise-grade software platform designed to automate and streamline the administrative and financial management processes for healthcare providers, including NDIS Service Providers and Aged Care facilities. The system focuses on achieving high levels of straight-through processing (up to 80% automation) by managing the entire financial lifecycle, from the initial submission of vendor or client invoices through to final payment.

The platform’s key strength lies in its automated invoice and claim process. Invoices, submitted via email or a _self-service client portal+, are immediately processed into a “PM Invoice” in Dynamics 365, which automatically handles client account assignment and NDIS ID linking. This action then triggers the payment request submission to the NDIA (National Disability Insurance Agency). Upon successful claim payment from the NDIA, the system sends the final invoice to the accounting system for payment processing.

Building on the Microsoft Dataverse and integrating with Microsoft 365 tools, the solution ensures enhanced compliance and governance while delivering significant cost and time savings by replacing multiple disparate systems. Key features include Client Onboarding to manage support profiles and funding sources, seamless Service Agreement creation with e-signature options, and robust Finance, Invoicing, and Payments management. Furthermore, the inclusion of Client and Family Portals and Power BI reporting provides transparency and valuable data-driven insights into key metrics like budget tracking and client satisfaction.