Platform basics · Article 1 of 6

What is Navigator?

Navigator is Kismet's internal platform for managing NDIS plan management operations. It's the central hub your team uses to manage participants, process invoices, track budgets, coordinate with suppliers, and stay on top of day-to-day work — all in one place.

5 min read Last updated April 2026

What your team does in Navigator

It's accessed at kismet.healthcare/accounts/ and is used exclusively by internal staff. Participants and suppliers have their own separate portals.

As a plan management organisation, your team sits between NDIS participants, the suppliers delivering their supports, and the NDIS itself. Navigator is built to support every part of that role:

Receiving and processing invoices from suppliers on behalf of participants
Validating claims against each participant's support plan and budget
Submitting claims to the NDIS through PRODA
Onboarding new participants and setting up their records, plans, and contacts
Monitoring budgets and alerting participants when funds are running low
Managing supplier relationships including service agreements and claim rules
Communicating with participants, contacts, and suppliers via email, phone, and SMS — all logged in one place

The core things you'll work with

Navigator is built around a handful of key concepts. Once you understand these, the rest of the platform makes sense:

Term	What it means
Customer	An NDIS participant your organisation manages. Every piece of work in Navigator connects back to a customer.
Contact	A person associated with a customer — a family member, support coordinator, or key worker. Contacts often approve invoices on a customer's behalf.
Supplier	A service provider delivering supports to a customer. Suppliers submit invoices for payment.
Invoice	A claim submitted by a supplier for services delivered. Your team validates, approves, and submits these to the NDIS.
Support plan	A customer's NDIS plan, including their allocated budgets across support categories (Core, Capital, Capacity Building).
Task	A unit of work in your queue. Everything from processing an invoice to onboarding a new participant starts and ends as a task.

What a typical day looks like

Your task queue is your primary work surface in Navigator. When you log in, you'll see your assigned tasks — sorted by priority, due date, and status.

Tasks are created in a few ways:

Automatically — when an email arrives, an invoice is received, a budget threshold is hit, or an onboarding step is triggered
Manually — when a team member creates a task directly

From there, a task might involve reviewing an AI-extracted invoice, chasing a missing service agreement, processing a budget alert, or completing a step in a participant's onboarding checklist. Every action, note, and communication is logged against the task for full traceability.

Where your work lands

Once a task is tagged, it lands in one of a handful of places. These are the main surfaces your team works from day-to-day:

Inbox

Emails waiting to be reviewed and set up as a task with the right tag to decide the next action.

Triage and categorise
Archive if no action needed
Assign where specific

Dashboard

Tasks assigned to you personally. Filter by customer, supplier, tag, or task type to focus your day.

My active tasks
Due today
Awaiting follow-up

Tasks

All team tasks across the account, awaiting action. Filterable by tag, assignee, or customer.

All team tasks
Filterable by tag
Re-assign or bulk action

Invoices

Invoices being processed, each carrying an invoice-specific status as they move through approval, NDIS claim, and payment.

Approval not sent
Pending approval
Approved
Rejected
Cancelled
Paused
NDIS claim submitted
NDIS claim rejected
NDIS claim paid
Paid
Refund requested
Refunded
Review required

Customers

Participant profiles — active, inactive, or prospect. Each holds their plans, funding, and related tasks.

Active
Inactive
Prospect

Contacts

Contacts of participants — nominees, support coordinators, and family. Linked to customer records.

Nominees
Support coordinators
Family / other

Suppliers

Supplier profiles and related documentation — bank details, ABN status, service agreements.

Approved / active
Bank verification pending
Inactive

Extracts

Accounts-related reports and payment extracts — ABA files, NDIS submission CSVs, remittance.

Bank transfer extracts
NDIS submission extracts
Plan management fees

Reports

Stats and reports summarising team performance, invoice volumes, stale claims, and fee activity.

Dashboard reports
Exports (CSV)
Fees & revenue

How Navigator fits into the broader Kismet platform

Navigator is one part of the wider Kismet ecosystem:

Participants have their own portal where they can view their support plan, budgets, invoices, and monthly statements
Suppliers have a provider portal to view service agreements, submit invoices, and track payments
Navigator is the operational layer — the internal tool your team uses to manage everything happening across both of those portals