How to Upload Your NDIS Plan | Hai Helper

Описание: Learn how to upload your NDIS plan to Hai Helper in about a minute. Hai Helper reads your plan PDF, fills in your budget amounts for you, and you check them before saving.

In this tutorial:
00:00 Find your way around the menu, description of button locations
00:34 Choose "Upload and Autofill" to add a plan
00:44 Upload your plan PDF
00:52 Add plan name
01:08 Check through budget numbers
01:15 Save plan to platform

What you will do:
Find the main menu on the left: Dashboard, Budget Tracking, Spend Management, Reports, Chat, Claim Helper, Settings, Help and Support, and Send Feedback
Choose one of three ways to add your plan: Upload and Autofill, Enter Manually, or chat with the Hai Companion
Upload the PDF of your NDIS plan
Give your plan a name so you can find it later
Check every dollar amount against your plan (scroll, or use the Tab key)
Press Save Plan to see your budget in action

Always check the amounts Hai Helper fills in. Autofill reads your document for you, but you are the final check.

This tutorial uses example data only. No real participant information is shown.

This video is general information, not official NDIS advice. Check your plan and the NDIS Pricing Arrangements for what applies to you.

Next step:
Learn more: haihelper.com.au

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