Use Claim Wizard — My NDIS Portal

Submit NDIS claims faster in the My NDIS Participant Portal using Claim Wizard. This guide shows how to automatically fill in your claim details, attach your invoice, and move straight to review — so you can submit with confidence in just a few clicks.

Last updated 12 days ago

Use Claim Wizard with the My NDIS Portal

The My NDIS Portal is sometimes referred to as the ‘New Portal’ or ‘PACE Portal’

Claim Wizard helps you submit NDIS claims faster by automatically filling in your claim details from Capsure.

If you're using the My NDIS Participant Portal, Claim Wizard will:

  • Fill in your claim details

  • Attach your invoice

  • Take you to the final review screen

You’ll just review and submit.

Before you start

Make sure:

  • You're using Google Chrome (desktop)

  • The Claim Wizard extension is installed

  • Your invoice is in “Ready to Claim” in Capsure

Claim Wizard can not be used on mobile or tablet devices.

How to use Claim Wizard 🪄

Once installed, Claim Wizard appears as an icon in your Chrome toolbar.

Here’s how the claiming flow works.

Step 1: Log in to the my NDIS Participant Portal

Open Google Chrome and log in to the my NDIS Participant Portal.

Step 2: Navigate to claiming

Go to the section where you submit claims.

Step 3: Start your claim as you normally would

Start your claim using any method you usually use, including:

  • Make a new claim

  • Saved payee

  • Favourite claim

Claim Wizard works alongside your existing process.

Step 4: Open Claim Wizard

Click the Claim Wizard icon in your browser toolbar.

You’ll see a list of invoices from Capsure that are Ready to claim.

Step 5: Auto-fill and submit

Select an invoice and click Auto-fill claim.

Important: Make sure you haven’t typed or edited anything on the claim form before clicking Auto-fill.

Claim Wizard will:

  • Fill in the claim form

  • Attach the invoice document

Important: Stay on the claim screen while Claim Wizard is working. Do not click anywhere.

When it’s finished, review the form and click the purple Review and Submit button at the bottom of the page.

The next page will allow you to review your claim. Click Submit when you’re ready.

What happens after you submit a claim?

Once the claim is submitted:

  • The claim ID and submission date are saved to the invoice timeline in Capsure

  • The invoice is automatically marked as Claimed

  • The invoice moves into the Claimed list on your Board

This closes the loop — no manual tracking required.

Good to know

  • Claim Wizard does not submit claims on your behalf

  • You always review and submit the claim yourself

  • You stay in control at every step

Claim Wizard simply removes repetitive manual work.