Service Booking and Payment Requests Explained – NDIS Provider Portal Tutorial

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Hello, this video has been created for the
YouTube channel “NDIS Provider Portal”. This video will give some definitions as to
what a service booking is and a payment request, and also show you how they tie in with the
participant’s plan. I’ll also talk about how you can create second and third service
bookings on the same individual participant, or if they request additional services. To start off with, the definition of a service
booking or service bookings are ‘Individual requests for a product or service, and are
required to process payments in the myplace portal’. So, in order to be paid for the
services that you provide to a NDIS participant, you do need to make a service booking. The second step is to make a payment request.
A payment request can only be done after a service booking has been made. So let’s
say you make a service booking for $5,000, we expect you to provide up to $5,000 worth
of service. If you provide $4,000 worth of service, or an amount that is less than $5,000
you are disadvantaging the participant. If you provide more services beyond the $5,000
limit of the booking, you are at risk of not being paid. Thus, you can create a second
or third booking if need be. Here is just a demonstration of how the system
works. The participant has a plan that goes for twelve months. You, the provider, have
made a twelve month service booking and you can pay yourself after services have been
provided. The second scenario is, the same participant
had their plan reviewed at the beginning of May. You are not made aware of this until
you try and make a payment request that is not successful. The reason this is not successful
is that you do not have a service booking in place for May. So, in order to get around
that error, you do need to make a service booking, which is Service Booking B. The third scenario is that you’ve been providing
services to a participant since January. You did not know they had an NDIS plan. In May,
their plan is reviewed and you are notified. You made a service booking and then can be
paid for services from May onwards. If you were unaware that they had a previous plan,
you can make a service booking on their old plan if need be. Please be aware that you
can only claim for services on their current plan if you are providing services within
that date range. In this example here, if you provided services
in January and February, you need to make a service booking on their old plan, or Plan
A. You cannot claim for services provided before May on Plan B and vice-versa. Okay, so this here shows how you can create
a second service booking if they request additional services. On the left hand side here we have
three different service bookings, A, B and C, and they’ve all been categorized to daily
activities. The top one here, we have not selected an
item number. So, this service booking will allow you, the provider, to charge for any
non-stated Daily Activities support items. After a month, the participant requests additional
services, which is short-term accommodation. There’s not enough money in the original
service booking for you to provide that support, so what you can do is create a second service
booking, but this time you need to select short-term accommodation or an item number. The same with C. The item numbers cannot overlap
with the same overlapping dates. So, we’ve got the same scenario here, but
this time we’ve selected short term accommodation for service booking C. Service booking C will
not be successful because service booking B has already been approved. Now I’m going to talk about the dates of
the service booking. Service booking dates do not have to go for twelve months, they
can go for a period that is less than that. One day, one week, one month, or a time period
of your choosing. So, here we’ve got a service booking for
providing therapy services for the first three months of the participant’s plan, and after
that they request additional services for four months. You can create a second service
booking, the same details that is, but with different dates, and they will be successful.
In this example, the bookings are for CB daily activities and we have not selected an item
number for any of them. The portal will not let you create this third
service booking as it overlaps in date with the second one. In order to resolve this error
message you need to put this service booking in the beginning of August. On screen right now is a screenshot of the
participant portal. Participants who have an agency managed plan can increase and decrease
service bookings in their participant portal. If they do that, you will need to approve
the change in your portal. If a participant wants extra services, say consumables or therapy,
regardless of what support budget it is, you can ask them to log into their portal and
increase it to an amount or decrease it to an amount that is an agreed price. Thank you for watching this video. For more
information, please look at the other videos on this YouTube channel.

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