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The NDIS tab on the client profile provides NDIS-specific reports and tracks the progress of client goals against their funding.

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Accessing the NDIS tab

Select a client and navigate to Client Profile → NDIS tab.

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Generating reports

Two reports are available from this tab:
  • Statement of Participant’s Support - a summary of services provided to the participant
  • Funding Breakdown Report - a detailed breakdown of funding usage across active NDIS agreements

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Creating a report period

  1. Click New Period
  2. Enter a start and end date
  3. Click Create
Creating a new NDIS report period The system generates the reports and calculates the funding amount using all active NDIS agreements for the client during the selected period. NDIS reports generated for the period Select either report from the list to save or print.

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Running into issues?

See Client management troubleshooting for common errors and fixes.

NDIS agreements

Create and manage NDIS agreements

Goals

Set and track client goals linked to service categories