Using Nookal

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Claiming for NDIS Clients

Nookal Written by Nookal
... on a magical May day.


📖 In This Article

Self-Managed Clients
Plan-Managed Clients
NDIA/Agency-Managed Clients


This article is a guide to help claim NDIS clients when using Nookal. Nookal users are welcome to utilise their own system when it comes to billing NDIS clients. We assume that you are already familiar with Nookal’s billing processes when reading this advice.

The first step is to know if a NDIS Client is Self-Managed, Plan-Managed or NDIA/Agency-managed. This information will be critical when it comes to the payment process as each type of NDIS Client is paid by a different method.

Self-Managed Clients

Self-managed Clients control their own NDIS budgets. A self-managed Client will pay their provider directly then either claim directly from the NDIA pre or post-treatment. Give Client the invoices with the appropriate NDIS item code and reference number for the NDIS claiming process.

If your clinic does not support NDIA/Agency-Managed Clients:

  1. Add NDIS as a Contact in Nookal, setting them up as a Payer.
  2. Enable Client Funding to manage the Client’s NDIS budget.
  3. Set up the Client’s Case so that it uses Budgets, with NDIS as the Payer.
  4. Add the Client’s NDIS Reference Number to the Case, under the NDIS Payer section.
  5. Generate the invoice, and change the Addressee from Third Party to Client so that the Client can pay for their treatment.
  6. Learn to Track and Manage the Client’s Budget.

If your clinic supports both Self-Managed and Agency-Managed clients:

  1. Add the Self-Managed Client as a Contact in Nookal, setting them as a Payer.
  2. Enable the NDIS Integration to manage the Client’s NDIS budget.
  3. Set up the Client’s Case so that it uses Budgets, with the newly created Contact (as created in Step 1) as the Payer.
  4. Add the Client’s NDIS Reference Number to the Case, under the Payer section.
  5. Invoice them directly.
  6. Learn to Track and Manage the Client’s Budget.

Plan-Managed Clients

To receive payment for services or supports for Clients who are plan-managed, providers are required to send invoices to the Client’s Plan Manager who will manage the payment request process and pay the provider.

If your clinic does not support NDIA/Agency-Managed Clients:

  1. Add the Client’s Plan manager as a Contact in Nookal, setting them as Payer.
  2. Enable Client Funding to manage the Client’s NDIS budget.
  3. Set up the Client’s Case so that it uses Budgets, with the Plan Manager as the Payer.
  4. Add the Client’s NDIS Reference Number to the Case, under the Payer section.
  5. Email the invoice directly to the Contact.
  6. Learn to Track and Manage the Client’s Budget.

If your clinic supports both Plan-Managed and Agency-Managed clients:

  1. Add the Client’s Plan manager as a Contact in Nookal, setting them as Payer.
  2. Enable the NDIS Integration to manage the Client’s NDIS budget.
  3. Set up the Client’s Case so that it uses Budgets, with the Plan Manager as the Payer.
  4. Add the Client’s NDIS Reference Number to the Case, under the Payer section.
  5. Email the invoice directly to the Contact.
  6. Learn to Track and Manage the Client’s Budget.

NDIA/Agency-Managed Clients

To receive payment for services or supports for Clients who are NDIA-managed, providers are required to submit a Payment Request electronically through NDIS portal.

To manage an NDIA-managed Client in Nookal, we recommend using the NDIS Integration.


For detailed steps on making payment requests, please refer to the guides on the NDIS website.

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