Providers ring plan managers for one reason: they want to know when they will be paid. Every one of those calls costs your team time and tells the provider nothing they could not have seen themselves.
Provider portal — how it works
Providers get their own scoped access showing the invoices they have submitted, the stage each is at — received, approved, claimed, paid — and the payments they have received with the invoices each covers. They can submit invoices directly rather than emailing them.
Access reaches that provider’s own records and nothing else, enforced by the same tenancy isolation used everywhere in the platform. A provider cannot see another provider’s invoices or any participant’s wider record.
Why it matters for NDIS providers
Payment status enquiries are high-volume, low-value work. Answering them with a page rather than a phone call improves the provider relationship and removes a recurring interruption from your week.
- The status question, self-served: where an invoice is, without ringing anyone.
- Submission without email: invoices lodged directly rather than sent as attachments.
- Scoped to their own records: a provider sees their invoices and nothing else.
What's included
- Invoice visibility. Every invoice submitted with its current stage.
- Payment history. Payments received and the invoices each covers.
- Direct submission. Invoices lodged through the portal rather than by email.
- Scoped access. Enforced isolation to that provider’s records alone.
- Contact details maintained. Providers keep their own details current.
Who it's for
Plan managers with a regular set of providers submitting invoices, and providers who currently have no visibility of where their invoice sits. It is most valuable where the same providers invoice frequently, because that is where the call volume concentrates.
Getting started
Provider Portal is included in your Rostery plan and works the moment your data is in — there is no separate module to buy or set up. Book a demo and we will show it on your own workflows, and use Rostery's “Smart Switch” data migration to bring your existing clients, staff, shifts and notes across from your current software in minutes.
Terms used on this page
Related capabilities
Source
The rules this feature works to are set by NDIS Quality and Safeguards Commission, which is the authority on them and is updated more often than any page here.