Identify the funding route for each service
One client may have different arrangements for different work. Confirm the service, payer, relevant referral or authorisation and agreement before preparing an invoice or claim. A single client record should not blur those distinctions.
Review three scenarios separately
- NDIS: check the participant’s arrangements, support item, agreed rate, service evidence and applicable claiming conditions.
- Medicare-related: verify the relevant referral, provider, item and eligibility requirements through the current authoritative process.
- Private pay: confirm the agreed service, recipient, price, tax treatment and payment arrangement.
This is a workflow checklist, not a determination that a particular service can be claimed. Use the responsible finance person and current official guidance for that decision.
Ask what the software actually does
Does it retain supporting information, prepare an invoice, create an export or submit to a provider? Which external account, credential or approval is required? Ask to see a successful supported path and the handling of a rejection. A prepared file does not prove provider acceptance.
Keep status and corrections clear
Separate delivered service, reviewed note, invoice draft, submitted request and reconciled payment. Preserve references for uncertain or rejected writes before attempting another submission. Resolve duplicates and disputed lines through the established process.
Review official NDIS pricing arrangements where applicable. Explore CordoCare’s billing scope and ask to demonstrate the funding routes your practice needs.