Lumary DC - This article explains how Lumary's NDIA Integration Module checks if new clients created in Lumary DC are known to the NDIA. It also shows how to get a client's latest plan information.
The NDIA Integration Module automatically checks whether new clients are known to the NDIA. It can also be used to get the latest plan information for a participant.
Required features
Available with: Lumary's NDIA Integration Module.
Find out how to get a client's NDIA details in our:
- short explainer video, or
- text-based client check overview and check for plan changes instructions.
In a recent update, the Get NDIS Information button has been renamed to Get NDIS Plan.
Client check
When a new client record is created, the NDIA Integration Module checks whether the client exists within the NDIA by checking for exact matches on these fields:
- NDIS Number
- Last Name, and
- Date of Birth.
The information in these fields must match the NDIA's records exactly to enable a match.
If a match is found, the system will:
- send an email notification, and
- update the client's record with their plan information.
Check for plan changes
You can also quickly and easily check an existing client's record to see if their plan has changed. To get the latest plan information from the NDIA:
- Go to the client's record.
- Click on the Get NDIS Plan button.
The system will:
- show the results whether the plan information was found, below are the possible outcomes:
- Plan Information Retrieved Successfully
- Error - We could not find the participant with the information provided
- Plan Information Retrieved Successfully
- send an email notification that verifies that the record has been checked and advises of any changes, and
- update the relevant fields on the client's record and add a summary of the changes to the NDIA Integration Message field.