How do I invite a Provider to Posability?
Available to Planability PRO clients only. As a Plan Manager, you can invite your Service Providers to use Posability directly from their Provider Profile in Planability.
Overview
Posability is a provider invoicing solution that helps Service Providers create, approve, and submit NDIS invoices more efficiently. When connected to Planability Pro, invoices can flow directly into Planability for processing, reducing manual handling and helping providers get paid faster.
As a Plan Manager, you can invite your Service Providers to use Posability directly from their Provider Profile in Planability.
Before You Start
- Your organisation must be subscribed to Planability PRO.
- The Provider must have a valid email address and mobile phone number recorded in their Provider Profile.
- Each Provider organisation only needs to accept an invitation and set up their company account once.
Inviting a Provider
- Open the Provider Profile in Planability.
- Select the Invite to Posability button.
- Confirm the Provider's email address is correct.
- Send the invitation.
An email invitation will be sent from your Plan Management organisation to the Provider.
Note: Sending an invitation does not automatically create an account. The Provider must complete the registration process using the link in the invitation email.
What the Provider will experience
After receiving the invitation, the Provider will:
1. Create Their Company Account
The Provider follows the invitation link and creates a Posability account for their organisation.
2. Set Up Their Business
The Provider can enter and manage their organisation's details to prepare for invoice creation.
3. Add Additional Users
The account administrator can invite other staff members to access the organisation's Posability account.
Examples may include:
- Finance staff
- Administration staff
- Team leaders
- Support workers responsible for invoicing
4. Configure Item Codes and Pricing
Providers can:
- Select the NDIS support item codes they use regularly.
- Configure their standard unit prices.
- Streamline future invoice creation.
5. Start Creating Invoices
Once configured, providers can create invoices from:
- Mobile phones
- Tablets
- Laptops
- Desktop computers
Posability allows providers to generate compliant invoices using NDIS pricing codes and submit them directly to participating Plan Managers.
Benefits for Providers
Posability helps providers:
- Create invoices faster.
- Reduce manual data entry.
- Reuse frequently used support items and pricing.
- Track invoice and payment status.
- Submit invoices directly to connected Plan Managers.
Frequently Asked Questions
Can I send multiple invitations to the same Provider?
Yes. If the Provider has not completed registration or cannot locate their invitation email, you can resend the invitation from the Provider Profile.
Does every staff member need their own invitation?
No. The initial invitation is used to create the Provider's company account. Additional users can then be added by the Provider from within Posability.
Can a Provider use Posability on a mobile device?
Yes. Providers can create invoices using their phone, tablet, or computer.
What if the Provider does not receive the invitation?
Ask the Provider to:
- Check their junk or spam folder.
- Confirm the email address recorded in Planability is correct.
- Request that the invitation be resent.
Is Posability available to all Planability clients?
No. Posability invitations are available to Planability Pro clients only
Related Information
For more information about Posability and its features, visit the Posability Overview