# Reporting & Auditing Generate reports for NDIS, DEX, MDS, internal analytics, and audit compliance. ## Getting Started ### [Reporting & Auditing](overview.md) Complete overview of reporting capabilities in Comm.care **Topics:** NDIS reports, DEX reporting, CHSP, audit preparation ### [Running Reports](running-reports.md) How to generate and customise reports **Topics:** Activity reports, staff hours, NDIS bulk claim, payroll exports --- ## NDIS Reporting ### [Invoicing NDIS for NDIA-Managed Participants - Bulk Upload](../invoicing-claims/ndia-managed-bulk-upload.md) Creating bulk upload reports for NDIS myplace portal ### [Bulk Upload to NDIS](../invoicing-claims/bulk-upload-process.md) Additional guidance on bulk upload process and file formats --- ## DEX Reporting (DSS Data Exchange) ### [Automatically Report to CHSP Data Exchange](dex-reporting.md) How Comm.care integrates with DEX for automatic CHSP reporting **Key benefit:** No manual data entry required ### [Troubleshooting CHSP Funded Participants for Better DEX Reporting](dex-troubleshooting.md) Fixing common DEX reporting issues ### [Progress Notes for DSS Funded Services](../progress-notes/dss-funded-services.md) How progress notes automatically feed into DEX reporting --- ## MDS Reporting ### [Generating MDS Reports](mds-reports.md) Creating Minimum Data Set reports for aged care services --- ## Staff Hours & Payroll ### [Running Reports](running-reports.md) Generating staff hours reports for payroll processing ### [Exporting Staff Hours to QuickBooks](../../integrations/accounting/quickbooks-timesheets.md) Specific guidance for QuickBooks timesheets --- ## Exporting Data ### [Export Progress Notes](../progress-notes/exporting.md) Downloading all progress notes for a participant (e.g., end of contract, audits) --- ## Report Types Available ### Activity Reports - **NDIS Bulk Claim** - Services delivered to NDIA-managed participants - **Activity Report** - All service delivery across organisation - **Staff Hours** - Time tracking for payroll - **Billable vs Non-Billable** - Financial analytics ### Compliance Reports - **DEX Report** - Automatic submission to DSS Data Exchange - **MDS Report** - Minimum Data Set for aged care - **Audit Reports** - Progress notes, documentation, compliance ### Financial Reports - **Invoice Summary** - All claims by status - **Revenue by Service** - Financial performance by service type - **Revenue by Funding Source** - NDIS, CHSP, MDS, fee-for-service breakdown --- ## Key Concepts **DEX** = Data Exchange - Australian Government reporting system for DSS-funded programs (CHSP, etc.) **MDS** = Minimum Data Set - Mandatory reporting for aged care services **Bulk Upload** = CSV file for NDIS claims submitted to myplace portal **Activity Report** = Comprehensive report of all service delivery and billable hours **Staff Hours Report** = Time tracking report for payroll processing --- ## Reporting Workflow ### Monthly Reporting Cycle: 1. **Ongoing:** Staff create progress notes as services are delivered 2. **Weekly:** Review Organisation Calendar to validate hours 3. **Month-end:** Generate activity reports to verify completeness 4. **Month-end:** Create invoices/claims from reports 5. **Month-end:** Export to accounting (Xero, MYOB, QuickBooks) 6. **Quarterly:** DEX submission (automatic if DSS-funded) 7. **As needed:** MDS reporting, audit reports --- ## Compliance & Audit Preparation ### What Auditors Look For: - **Progress notes** - Complete documentation of all services - **Matched invoices** - Claims match actual service delivery - **Staff qualifications** - Current certifications for services provided - **Participant consent** - Documentation and signatures - **Goals tracking** - Evidence of person-centred care ### Audit-Ready Reports: - Export all progress notes for audit period - Run activity report to show service delivery - Staff certification reports - Incident and risk management reports (QMS) --- ## Related Topics - [Progress Notes](../progress-notes/) - Source data for all reports - [Invoicing & Claims](../invoicing-claims/) - Creating claims from reports - [Organisation Calendar](../scheduling-rostering/) - Validating billable hours - [Quality Management](../quality-management-system/) - Incident and risk reporting --- ## Tips for Better Reporting ✅ **Create progress notes promptly** - Don't wait until month-end ✅ **Validate hours weekly** - Catch errors early on Organisation Calendar ✅ **Use filters effectively** - Date ranges, funding sources, staff members ✅ **Export regularly** - Don't lose data, maintain backups ✅ **Review before submitting** - Double-check bulk uploads and DEX submissions --- [Need to raise a request? Contact us.](https://conversations-app.brevo.com/)