An AI agent that checks claims before you send them.
Claims and invoices checked against every budget.
In short
NDIS claims and invoices must match the support delivered, the service agreement, the participant's budget and the price limits. The SmartIntake AI agent prepares claims for NDIA-managed participants and invoices for plan-managed and self-managed participants from delivered shifts, checks each line, and flags anything that would exceed a budget or limit. A person in your team approves and submits them.
Sound familiar?
- Rejected claims and slow payment
- Budgets running out without warning
- Hours spent checking line items
How your AI agent does it
Gather
Delivered shifts and notes.
Prepare
Claims and invoices in each format.
Check
Against budgets, agreements and limits.
Approve
Your team approves and submits.
What changes for your organisation
- Fewer rejected claims
- Budget problems spotted early
- Faster payment
- Less checking for your finance team
Questions
Does it submit claims to the NDIA?
No. It prepares and checks them. A person approves and submits them through your usual process.
Does it keep up with price limit changes?
Your organisation updates the price settings, and the agent checks claims against them.
Can it warn when a budget is running low?
Yes. It warns coordinators before a participant's budget runs out so you can talk with them early.
More work your AI agent does
An AI agent that handles intake and service agreements.
New participants onboarded, agreements drafted.
An AI agent that turns shift notes into progress notes.
Clear, goal-linked notes from every shift.
An AI agent that fills cancelled shifts.
Open shifts offered to the right workers, fast.
An AI agent that keeps you audit ready.
Evidence organised all year, not just before an audit.
