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Adding an NDIS Insurer Type

Learn how to add, update, and deactivate NDIS insurers in Zanda, enabling you to enter and display NDIS participant numbers on client invoices.

You can enter NDIS participant numbers of your clients into Zanda. To prepare for this, let us add the NDIS insurer type to your account settings. 

In this article:

Adding a New NDIS Insurer

If you have not used the NDIS insurer setting to enter the NDIS participant numbers to your account, you will need to create one. 

  1. Click User Menu > Account Settings > Payments > Insurers.

  2. Click '+ ADD INSURERS'

  3. Type in the insurer name: 'NDIS'

  4. Click in the 'Type' dropdown and select 'NDIS'

  5. Tick 'Show on Invoice' if you want a provider number line to appear on invoices for this insurer, and use the 'Text on Invoice' field to set the label shown next to it (for example, 'NDIS Participant Number:'). Leave 'Text on Invoice' blank, or turn 'Show on Invoice' off, if you don't want this line on invoices. Click 'Save' to save the insurer:

Updating the Existing NDIS Insurer

If your NDIS insurer has been set as 'Standard' insurer type, please update its insurer type to 'NDIS'. Here is how:

  1. Click User Menu > Account Settings > Payments > Insurers.

  2. The list of already set insurers will open. Locate the NDIS insurer and click on the gear icon in the last column.

  3. Select 'Edit'

  4. Click on the 'Type' dropdown.

  5. Select 'NDIS' type.

  6. Tick or untick 'Show on Invoice' to control whether a provider number line appears on invoices for this insurer, and use the 'Text on Invoice' field to set or change the label shown next to it.

  7. Click 'Save' to save the changes.

  8. Click 'Close' to close the NDIS insurer settings.

Changing or removing the provider number label on invoices

If a practitioner's invoices show a label such as 'NDIS Participant Number' under Provided By with no number after it, that label comes from the NDIS insurer's 'Text on Invoice' field, not from any client's NDIS participant number.

  1. Click User Menu > Account Settings > Payments > Insurers.
  2. Locate the NDIS insurer and click the gear icon in the last column, then select 'Edit'.
  3. Update or clear the 'Text on Invoice' field to change or remove the label.
  4. Turn 'Show on Invoice' off if you don't want a provider number line on invoices for this insurer at all.
  5. Click 'Save'.

This label and the practitioner's provider number are separate from a client's own NDIS participant number, which is set on the client's profile instead. See Adding NDIS Participant Information.

Deactivating an Insurer

You can always deactivate an insurer whenever necessary. 

  1. Click User Menu > Account Settings > Payments > Insurers.

  2. Locate the insurer you need to deactivate and click on the gear icon in the last column

  3. Select 'Deactivate'.

  4. Click 'OK' to confirm.