NDIS Admin for an Allied Health Practice (Australia)

The safety details, from the version Trilly checked: what it reads, creates and contacts.

The internet

• By itself: it contacts no websites.
• Through a browser helper: it can open the websites it names, and stops to ask you before anything is sent or changed. See "Websites for you" below.
• Through apps you connect: see "Apps you've connected" below.

Runs code

No

Files

Reads files you give it, and creates or changes files

Tools in your AI app

Email, Calendar

Apps you've connected

Only if you've connected them to your AI app. It works without them too.

• Email (for example Outlook; Gmail only reads): Find plan managers' remittances and rejection emails, and save notes to plan managers or clients as Outlook drafts. Reads: Remittance and rejection emails you pick after a search by plan manager and date Creates: Outlook: a corrected-invoice note or agreement letter saved as a draft in your own mailbox, only after a yes, where the Microsoft 365 admin allows writes. Never sends. Asks you before it creates or changes anything. Without it: You paste the remittance or rejection, and notes come as copy-ready text. Gmail stays read-only.
• Accounting (for example Xero): Read the practice's invoices that a remittance names, line by line, to match rejections. Reads: The invoices a remittance names: each line's item, date, quantity, price and status Doesn't create or change anything. Without it: You export or paste the invoice lines.
• Spreadsheets (for example Google Sheets or Excel): Read the practice's client tracker and make a new one with plan dates, funding periods and report dates. Reads: The client tracker sheet or workbook you name Creates: Google Sheets only: the client tracker as a new sheet, where the app can make sheets, only after a yes. Never changes an existing sheet. Asks you before it creates or changes anything. Without it: The tracker comes as an .xlsx if the app can make files, or a copy-ready table.
• Calendar (for example Google Calendar): Add report-due, funding period and price-change reminders to your own calendar. Creates: One reminder per report due date, funding period end or price change, titled "Check-in" with no client name, only after a yes. Never invites anyone. Asks you before it creates or changes anything. Without it: Reminders come as Title, Date and Time lines, or a calendar file (.ics) if the app can make files.

Where your information goes

• Client first names or initials, plan dates, funding periods and claim lines: Stays in the chat; reaches the practice's own drafts, sheet or calendar only after a yes No NDIS numbers, dates of birth, bank details or clinical notes are asked for or repeated.
• The hand-off card: support item, claim type, date, hours, unit price and claim reference: The NDIA's myplace provider portal: copy-ready lines or a bulk file the practice enters itself, or your own browser agent only if they still choose it The card holds the client's first name and the claim lines only; you pick the participant or types the NDIS number.
• Report-due and funding period dates: Your own calendar, only after a yes Reminders are titled "Check-in", with initials in the notes at most.

Websites for you

Some steps use a browser helper on websites it names. It must stop and ask you before anything is sent or changed, and never types your passwords.

Your accounts

Takes actions in your accounts. It must ask you before each change.

Risk area

Health

Written in English. Answers in your language

What you get

• Ask. Works in the AI apps it's made for. Paste or upload what you have, and it does the job right there in the chat.

• Works with your apps. If you've connected your email, your accounting software, your spreadsheets or your calendar to your AI app, it can use them to do more of the job for you. You choose: it works without them too, from what you paste or upload.

• Does it for you. You choose: if you use a browser helper such as Claude in Chrome, ChatGPT Work or Comet, it can do the clicking for you on the NDIA's myplace provider portal's payment request page, or bulk payment request upload page for this claim, one page at a time, or you get a copy-ready version to paste in yourself. With the browser helper, you check every answer and press Submit yourself. It never types your passwords or card numbers.

• Remembers you. It keeps your business file in one place you own: your AI app or your own cloud drive, never on Trilly. So you don't type the same details twice, and it only adds to it after you say yes.

• Works over days. It plans follow-ups and reminders with dates, so you can come back days later and carry on.

How each part works

Works with your apps.

• Email (for example Outlook; Gmail only reads): find plan managers' remittances and rejection emails, and save notes to plan managers or clients as Outlook drafts. It asks you before it creates or changes anything.
• Accounting (for example Xero): read the practice's invoices that a remittance names, line by line, to match rejections. It only reads.
• Spreadsheets (for example Google Sheets or Excel): read the practice's client tracker and make a new one with plan dates, funding periods and report dates. It asks you before it creates or changes anything.
• Calendar (for example Google Calendar): add report-due, funding period and price-change reminders to your own calendar. It asks you before it creates or changes anything.

What's a connected app?

Does it for you.

What's a browser helper?

The apps it can use

Try asking

Once it's added, ask your AI something like this. Not sure it loaded? Is my skill working?

• ndis pricing arrangements 2025-26 therapy

  To check it's working, the answer should start with "NDIS CLAIMS CHECK".

• ndis claim rejected reasons

• ndis progress report before plan reassessment