Best Practice Guide: Applying NDIS Jul-25 pricelist

In this guide we will cover the best practices for applying the NDIS Jul-25 pricelist. Following the process documented within this guide ensures your custom service types are included and accurately configured under the new NDIS JULY 25 pricelist.

Step 1: Update the Pricelist on Client Fundings and Service Schedules

1. Navigate to Administration → Change Pricelist.

2. Select NDIS JULY 25 and choose the effective date as 01/07/2025.

3. Refer to:

   • Bulk Pricelist Change Guide

   • Importing Remote/Very Remote Pricelists 

Once applied, all participant fundings with the effective date of 01/07/2025 will be updated.

Step 2: Apportioning Rates

• Brevity will automatically apportion rates if:

  • Rate Type is set to Hourly Rate Apportion or Fixed Rate Apportion.

  • Service Type is the same across all clients in the shift.

• If automatic apportioning doesn't meet your needs:

  • Manually calculate and update the rate based on the client ratio (e.g., divide by 2 for 1:2).

Step 3: Bulk Recalculate Shifts (Post 01/07/2025)

1. Go to Client → Service Schedule.

2. Use ‘Select All Service Schedule View’.

3. Set the date to 01/07/2025.

4. Select all shifts and click Recalc from the top bar.

✅ Important Checks Before Finalizing

• Ensure Provider Travel and Activity-Based Transport are set to Hourly Rate.

• For custom service types, confirm:

  • They are added to the new pricelist. (Custom service types will not be automatically added to the NDIS JULY 25 Pricelist)

  • The rates are accurate.

• For group service types, ensure:

  • Rates are already divided based on the client ratio (e.g., divide by 2 for 1:2 support). If its not divided correctly, please calculate and edit the rate as per the ratio.

🛠️ Manually Adding a Custom Service Type to NDIS JULY 25 Pricelist

To ensure your custom service types are correctly added to the new NDIS JULY 25 pricelist, please follow these steps:

Step 1: Navigate to the Pricelist

1. Go to Administration → Pricelist.

2. Select NDIS JULY 25 Pricelist from the list.

Step 2: Add the Custom Service Type

1. Click on the plus (+) icon on the right side next to the search bar.

2. In the pop-up window, search for your custom service type.

3. Tick the checkbox next to the service type(s) you wish to add.

4. Click Select.

✅ Your selected service type(s) will now be added to the NDIS JULY 25 pricelist.

Step 3: Set the Rate Type and Rates

1. From the pricelist, locate the newly added service type.

2. Click to edit it.

3. Enter the appropriate Rate Type (e.g., Hourly, Fixed).

4. Enter the Unit Rate(s) as required.

⚠️ Newly added service types will have blank rate and rate type fields, so make sure to update them before saving.

Step 4: Apply Therapy Travel Time 50% Rule (if applicable)

1. Go to Administration → Travel & Transport Settings.

2. Search for the Therapy Service Types the rule applies to within the list at the bottom of the page. Set the 50% selecting within the Travel Charge % column and save change. Refer to this guide for more.