NDIS participants may have their funds managed in different ways. Understanding their funding type is essential for correct booking, billing, and invoicing.
1. Self-Managed
The participant manages their own NDIS funds.
The client pays on the day (via EFTPOS or direct deposit).
They are then reimbursed by the NDIS directly.
Provide a detailed invoice or receipt upon request.
2. Plan-Managed
A Plan Manager is appointed to manage the participant's funding.
Invoices are sent directly to the nominated Plan Management provider.
Admin must confirm and record:
Plan Manager’s name and email
NDIS participant number
Plan start and end dates
Any specific invoicing details or requirements
3. NDIA-Managed (Agency-Managed)
Funding is managed directly by the NDIS (NDIA).
Participant can only use NDIS-registered providers.
✅ Effect Exercise Physiology is NDIS registered.
For NDIA-managed clients, we manually upload service claims via the NDIS portal after each session (done by admin as required).
No payment is collected from the client on the day.
NDIS participants can access Exercise Physiology services under the following support categories:
Line Item: 12_027_0126_3_3
Most commonly used category for EP services.
Line Item: 15_200_0126_1_3
Used when goals are focused on independence, routines, and skill-building.
Line Item: 01_741_0128_1_3
Occasionally used depending on participant plan structure.
Always ask the client how their plan is managed at the time of booking.
Clearly record the following in Cliniko:
NDIS number
Plan management type
Plan start/end dates
Plan manager or support coordinator contact (if relevant)
For NDIA-managed clients, flag that services will be claimed via the portal (no payment required at the time of session).