Overall Feature List and Descriptions

Registration: Participant

• Collect Participant’s Personal Information (including NDIS Number, Last Name and Date of Birth)

• Collect Carer/Guardian/Referrer Personal Information

• Capture Consent from the Participant

• Validate Plan Details

Registration: Provider

• Collect Provider Organisational Details (including NDIS Provider Number)

• Collect Provider Bank Account Details and Payment Plan Preference (explained elsewhere)

• Ask Provider to join/confirm Provider Directory Participation

Participant Portal: My Home

• Participant Homepage

• Dashboards

• Key and Critical Information

Participant Portal: My Plan

• Plan Details including High Level Financials

• Plan Budgets

• Overall Approved Budgets/Spent Budgets/Available Budgets

• Service Bookings including Financial Information

Participant Portal: My Service Providers

• List of Service Provider the Participant is working with

• List of Services a Participant has consumed

• Link to associated Invoices

• Service Agreements (Financial Agreement with a Service Provider)

Participant Portal: Statements

• Monthly Activity Statements (Online)

• Ad-Hoc Statements (filtered by Date/Provider) (Online)

Participant Portal: Disputes

• Participant Disputes around Invoices/Services/Providers

• Trackable Messages

Participant Portal: Invoices

• Provider Invoices which haven been processed on behalf of the Participant

• Currently Open Invoices with the Option to Dispute/Reject

• Dispute and Rejection Reasons Management

Participant Portal: Payments

• Payments made to Providers

• Awaiting Payments with Indication of when Payment will be made

• Payments under Dispute

Participant Portal: Referrals

• Referrals made to Providers by Cevian

• Referral Interaction History

• Record of Information sent to Providers

• New Referral to Provider - Participant can control what Information is sent

Provider Portal: My Home

• Provider Homepage

• Dashboards

• Key and Critical Information

Provider Portal: My Clients

• List of Participant the Provider is working with

• List of Services a Participant has consumed

• Link to associated Invoices

Provider Portal: Referrals

• Referrals made to Providers by Cevian

• Referral Interaction History

• Record of Information sent to Providers

Provider Portal: Invoices

• All Invoices

Provider Portal: Disputes

• Participant Disputes around Invoices/Services/Providers

• Trackable Messages

Provider Portal: New Invoice

• Submit an Invoice to Cevian

• Select Payment Plan, including:

  • Pay within 2 Hours for 10% of Invoice fee

  • Pay within 8 Hours for 5% of Invoice fee

  • Pay within 24 Hours for 2% of Invoice fee

  • Pay within 48 Hours for 0% of Invoice fee

• Invoice Validation against Service Agreements and available Budgets

Provider Portal: Payments

• Payments made to Providers

• Awaiting Payments with Indication of when Payment will be made

• Payments under Dispute

Provider Portal: Directory Profile

• Provider Profile for the purposes of listing on the Cevian Provider Directory

• List of available Services/Times/Structures (such as Weekdays, Anytime)

Provider Directory: General Listing

• Generic and unfiltered Service Provider Directory

• Generic Filters (such as Geography, Services)

Provider Directory: Personalised Listing

• Generic and unfiltered Service Provider Directory

• Generic Filters (such as Geography, Services)

• Personalised to the Participant’s Available Budgets and Service Agreements

  • This will require login to the Cevian Participant Portal

Learning Centre: Managing your NDIS Journey

• Unauthenticated (no login required) Help Centre to focus on showing Participants how to navigate the NDIS

Learning Centre: How to’s

• How to’s on how to operate the Cevian portals and achieve what they want to achieve

Plan Management: Participant

Wallet

Emulate a wallet experience for the participant as this is familiar and easy to adopt

Plan Management: Provider

Finance System

Emulate a finance system environment which these guys would be using internally, so mirroring this would be an easy adoption

Participant: Provider Search