Rostery

Plan Management

NDIA Claims

/plan-management?view=claims7 steps
Written by Fahid Safdar, Founder & Product, Rostery · Checked

Claim batches, and the bulk-upload file you give the NDIA. This is the step that turns approved invoices into money.

Step by step

  1. 1

    Before your first claim, set your Organisation ID in NDIA claiming settings — it starts with 405 and is nine or ten digits. Without it no claim file can be produced at all, and the error arrives weeks after the number was entered.

    NDIA Claims, step 1
  2. 2

    Build a claim from approved invoice lines. Only lines that have passed validation are eligible.

  3. 3

    Download the CSV. It is the sixteen-column Appendix A bulk-upload format the NDIA portal expects, with CRLF line endings, and it splits automatically at five thousand rows.

    NDIA Claims, step 3
  4. 4

    If the download is refused, read the message: it names the line and the rule it broke. Common causes are a participant NDIS number that does not start 43, a service date in the future, a missing ABN, and a claim reference containing anything but letters and numbers.

    NDIA Claims, step 4
  5. 5

    Upload the file to the NDIA portal yourself — Rostery produces the file, it does not submit it.

    NDIA Claims, step 5
  6. 6

    Mark the claim submitted once it is lodged, so the reconciliation step knows what to expect back.

    NDIA Claims, step 6
  7. 7

    When the NDIA pays, ingest the payment results per line so short payments and rejections are recorded against the lines they belong to rather than the batch as a whole.

The screen

NDIA Claims in Rostery
NDIA Claims as it appears in Rostery.

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