Onboarding
Reclaim360 go-live checklist
What to prepare before white-glove onboarding
Before kickoff
- Confirm who holds PRODA / NDIA credentials (agency-managed participants)
- Export a sample roster file from your PMS (CSV or native export)
- Participant list with funds management per category
- Nominated plan managers on file for plan-managed categories
Agency-managed participants
- Participants have added your organisation as My Provider in myNDIS
- PACE vs SAP status noted per participant
- Claims Officer available for first import review
Kickoff attendees
- Claims Officer
- Finance Manager
- Provider Admin
Day 0 outcomes
- NDIA API authentication configured
- Webhooks live for real-time events
- Rostering export format mapped
Day 0–1 outcomes
- Participants imported and verified
- My Provider relationships audited
- First roster import run — claims and/or invoices
Ready to schedule kickoff?
Book a demo and we will confirm timeline, roster format, and attendees.
Use Print / Save as PDF in your browser to keep a copy for your team.