Use Claim Wizard — myplace NDIS Portal

Use Claim Wizard with the myplace (old) NDIS portal to speed up your claims. This guide walks you through auto-filling your claim, uploading your invoice, and moving through to the review screen — so you can simply check and submit.

Last updated 12 days ago

Use Claim Wizard with the myplace (Old) NDIS Portal

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

If you're using the myplace (old) NDIS Participant Portal, Claim Wizard will:

  • Fill in your claim details

  • Upload your invoice

  • Take you to the final review screen

You’ll just review and submit — that’s it.

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: Start a new payment request

Log in to the NDIS myplace portal

  1. Go to My Payment Request

  2. Select Add My Payment Request

Step 2: 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 3: 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 automatically:

  • Fill in your claim details

  • Move to the Document Upload screen

  • Upload your invoice

  • Move to the Preview screen

No copying or uploading needed.

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

Step 4: Review your claim

On the Preview screen:

  • Check the details are correct

  • Tick the declaration checkbox

  • Click Submit

What happens after you submit a claim?

Once the claim is submitted:

  • The claim ID (Payment Request Number) and submission date are saved to the invoice record 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.

That’s it 🎉

Your claim is submitted and recorded — without the manual admin.

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.