Mastering NDIS Bulk Payment Uploads

Workshop Duration: 45 minutes

Cost: $60.00

Are you confident preparing clean, error free Bulk Payment files for the NDIS portal?

Do you understand how to structure claims so they pass validation and avoid payment delays?

If Bulk Payment Uploads feel confusing or time consuming, this session will simplify the process for you.

Purchase this workshop

What will you learn?

These are derived directly from the workshop slides.

Understand when and why Bulk Payment Uploads are required under PACE
Prepare complete, accurate claim information including participant details, invoices and codes
Apply correct support item, claim type and GST codes aligned with NDIS rules
Structure service, travel and kilometre claims using correct time units to avoid rounding issues
Use the excel file provided as a bonus resource to avoid common formatting and calculation errors
Create, name and upload CSV files correctly so claims process smoothly in the myplace portal (another bonus resource provided)

Who is this workshop for?

This session is for allied health professionals and administrative staff who prepare NDIS claims for agency managed participants and want a reliable, efficient Bulk Payment workflow.

It is particularly valuable for:

OTs in private practice who submit regular payment requests and want clean reconciliations
Practice managers and admin teams responsible for generating invoices and upload files
Clinicians working with agency managed participants under PACE who must use the Bulk Upload function

Why attend?

You’ll gain:

A clear, repeatable workflow for preparing Bulk Payment files
An Excel input system that prevents common formatting errors
Practical skills to avoid rounding issues, invalid codes and file naming rejections
Confidence navigating the upload process and responding to validation errors
A streamlined method that reduces admin time and supports accurate, timely payment

What's included?

Gain online access to the workshop – live workshops are delivered via Zoom, while self-paced options include access to recorded sessions
Download workshop slides and any resources provided by the presenter
Enjoy six months of access to the recording and resources via your Verve OT Learning Library
Receive a certificate of completion for your CPD records, available via email upon completion of the workshop

Payment Request Spreadsheet

A CSV file crafted just for OTs to upload multiple NDIS claims at once instead of submitting them individually. This will save you time and reduce errors when payments are processed.

Calculation Spreadsheet

A highly-customisable spreadsheet for you to enter your claim details. It prepares your data in the correct format so uploads are smoother and more reliable.

Included with your workshop in your Verve OT Learning Library

Considering more than one workshop?

Add them all to your cart and finalise your purchase in one easy step

About the Presenter

Nikki Cousins is the Director of Action Occupational Therapy, a boutique practice in the Hunter Region, NSW.

She specialises in wheelchair prescription, seating and positioning, and has extensive experience supporting clients with neurological and physical conditions.

Nikki has presented at national conferences including ATSA and OTA, and delivers training in areas including sensory processing, supported decision-making and daily living skills.

She is a board member of ARATA and a strong advocate for evidence-informed, person-centred practice.

Nikki also enjoys mentoring clinicians navigating complex cases and is the co-host of the OT Unplugged podcast, where she shares insights on contemporary OT practice in the NDIS context.

Chris Cousins: With an impressive 40 years of experience in the accounting field, Chris brings a wealth of knowledge and expertise to his role. For 13 years, he specialised in business and property finances, developing a keen eye for detail and a deep understanding of the financial intricacies within these sectors.

For over 25 years, Chris served as a financial accountant for the Australian operation of a prominent multinational company, where he honed his skills in managing complex financial systems and ensuring compliance with international standards.

Currently, Chris is leveraging his extensive experience as an accountant for Action OT, where he continues to provide exceptional financial oversight and strategic guidance.

In addition to his accounting expertise, Chris has a special interest in writing Microsoft Excel solutions, which streamline processes and enhance data analysis capabilities. His dedication to precision, combined with his ability to create innovative Excel solutions, makes him an invaluable asset to the service

What Are Others Saying?

"I successfully submitted my first upload after this session. Resources were amazing. Thanks so much to Chris for creating and sharing the templates. Much appreciated."

Jane G, Occupational Therapist

"The excel spreadsheet really streamlined the upload process. The explanation was very concise and clear, we have already got a fully successful payment back from the NDIS."