The NDIS onboarding process

Today, everybody is short on time. On average, it takes an NDIS consultant hours daily to collect paperwork, schedule meetings, and onboard participants. The time to onboard can vary based on several factors, but this would depend on the complexity of the participant's needs, the availability of their required records and documents, and the efficiency of the NDIS team's processes.

Collecting Paperwork

Typically, the time to collect paperwork can vary from 1 to 3 weeks, and this process primarily involves gathering the necessary documents, such as proof of identity, medical assessments, support plans and consent forms. Where participants or their representatives are prompt in providing documentation, providers can see this process cut down to days or even hours. Delays, as usual, cost the business, and if additional information is required, then this can result in further delays.

Scheduling Meetings

When finalising this paperwork, NDIS consultants then schedule meetings with the participant, their families, and other stakeholders. The availability of participants, support coordinators, and other professionals involved can influence how quickly meetings are set up. Typically, this process ranges from 1 to 2 weeks.

Onboarding Participants

Once the paperwork is collected and the meetings are completed, the participant can officially be onboarded! The NDIS consultant reviews the participant's plan, clarifies goals, and sets up support services to ensure the participant understands the process. The complexity of the participant's needs and the number of services involved can affect the duration of this stage. This typically adds another 1 to 4 weeks to the process.

Total Time

The total estimated time from start to finish can take between 3 and 9 weeks, depending on the efficiency of the processes and the participant's circumstances.

Recommendations

We recommend automating this process using digital tools like AtlasOne, which digitises onboarding forms, service agreements, medical assessments, plans and consent forms. Furthermore, using online booking and scheduling tools to automate availabilities of staff and trigger the survey and form completions helps to drastically bring down the time from weeks to days.

Key efficiencies

Key efficiencies that can be achieved: