Add Group Services to My Organisation

Once you have set your organisation with the appropriate registration groups, you are now ready to create services in your organisation.

This article will describe how to better populate the fields to create group services for your organisation. NDIS changes pricing structures with little notice and leaves it to providers to explain and justify the price change to participants. To avoid this confusion and charge a set amount to the client as per the service agreement, we will be creating the services under the 'manual' price period.

Go to

My Organisation> Services > Add New Service (at the top right)

ndis services software

Once you click on Add New Service, a form will open. Complete the service name, description, and other fields depending on the funding source chosen.

The fields inside the form are:

State: The Service’s status. This enables you to manage the lifecycle of the Service. To provide services to your clients set the state to Active. State options include:

  • Plan: The Service is planned to be provided in the near future, usually awaiting funding approval.
  • Active: The Service is being provided to your Clients.
  • Inactive: The Service is no longer provided. These Services are kept for historical reasons as they can’t be provided anymore.

Vacancies: Enter the number of available spots for eligible Clients.

Funding Source: You can select the source of funding for a specific Service:

  • Government grant
  • Client fee for service
  • Gift or donation
  • Corporate philanthropy
  • National Disability Insurance Scheme (NDIS)
  • Department of Social Services (DSS)

pro tips for ndisIf you deliver the same service but under 2 different funding sources - create 2 services. This will differentiate them when it comes to reporting to different funding sources.

In the case of services which is delivered as both individual and group services, you need to create a separate service under the group service category and add the line items under manual pricing as suggested above.

Once you choose Group Services, a green logo will pop up on the top right to help you differentiate it between individual services and group supports.

After this, you will populate the fields based on the participant plan and/or the Program of Supports.

  • Support Purpose
  • Outcome domain
  • Support Category

Depending on the Support Category, you can then further refine your Service based on relevant Registration Group/s (e.g. Group & Centre Based Activities) and then select the specific Support line items that are relevant for this Service and your business (depending on your market/capacity/qualifications).

While adding the support line items, you will be able to choose the pricing under the period tab. Because you will be charging apportioned pricing as per the total number of participants and Program of Supports agreed between your organisation and the participants, you will set the period to 'manual' and will give you the liberty to set and change your own price.

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NDIS allows you to claim non-face-to-face, direct service, travel time and 1:1 supports. helps you manage it with ease.

Here, you are creating services for your entire organisation, which means you might have different agreements regarding the pricing with different Face to face and Non-face-to-face activities for the same service. thus, allows you to add the same line item more than once, which you will be able to set different prices for different activities under the same service. (3)

For example, Under the line item;

You have agreed to charge for

  • Direct support (Face-to-face)
  • Preparation charges (Non-face-to-face)
  • 1:1 support

In this case you can enter the same line item thrice and because you have set the price period as manual you will be able to edit the Price and the name of the line item to Direct support, preparation and 1 to 1 support so that its easy to identify while choosing the line item for the appointments. (4)

Once you have created all the group services in a similar way, you can nw add these services to Circle's roadmap.

This simplifies the process of ensuring that the services within is accurately aligned as per the complex NDIS apportioned pricing-which means using, will lead to more accurate record-keeping, claims, billing and reporting.