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Now in early accessFunding

Nell reads plans, referral codes and referral letters, works out what can be claimed and asks for anything missing, before your team spends an hour on a referral you can't take.
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Animated example of a funding check. For NDIS, Support at Home, allied health and specialist referrals, Nell reads the documents and lists what is confirmed, what needs a person and what has been requested.

  • Plan dates: 12 Mar 2026 to 11 Mar 2027
  • Core supports · Plan managed · Flexible
  • Capacity building, daily activities · NDIA managed · Stated
    Jordan needs to add you as "my provider". Steps sent by SMS.
  • Budget amounts: not on these pages
    Asked Priya for the budget · 7:06pm
Referrals arrive from
  • Support coordinators
  • Local area coordinators
  • Hospital discharge planners
  • Plan managers
  • My Aged Care
  • GPs
  • Families and carers
  • Specialists
  • Case managers
  • Self-referrals

Some intakes stall after the meet-and-greet, when someone finally notices that the supports are NDIA managed, that the plan ends next month, or that the referral has expired. Nell checks on day one.

Plan dates, the management type for each budget, flexible or stated supports, and whether the participant needs to add you as their provider.

NDIS plan · Jordan M.
Plan dates
12 Mar 2026 to 11 Mar 2027
Core
Plan managed · Flexible
Capacity building
NDIA managed · Stated

Nell knows who funds the support, and who is allowed to claim it.

Bluegum Lane CareNDIS NDIA managed

Funding summary · Jordan M.

Capacity building, daily activities:
NDIA managed, stated support
What this means:
only registered providers can claim, and Jordan needs to add Bluegum Lane Care as "my provider" in the NDIS app.
Done:
steps sent to Jordan and Karen by SMS, 7:06pm. Reminder set for tomorrow.
Working with Kinfold

Kinfold takes the chasing off your desk, so your team can spend the day with the people you support.

Before the referral

Set your service areas, supports, capacity and templates once. Connect your inbox, form and phone line, usually in under an hour.

While it's live

Nell replies in minutes, reads every document, checks funding, records consent and hands anything sensitive to a person.

By the first shift

The agreement is signed, the first meeting is booked, the referrer is updated and everything is written back to your system.

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