To upload a DEX report to the portal, we first need to get the data updated such that it is as complete as possible (i.e. filling in all the mandatory fields)


To start with, we can click on “Show DEX Tools” under the “Work” tab.




You need to go through the three review screens – 


1.  Client Review Screen

2.  Service Type Review Screen

3.  NDAP Topic Review Screen


... and get the data as up-to-date as possible. You do not need to go through the "NDIS Appeal Type" screen as that was only related to the urgent report required by the Department in April 2018.


Note: If you are using a version of Ivo earlier than v3.12.7 then you will not see a "Show DEX Tools" button in the toolbar.  Instead you will be able to directly see all the DEX Review related buttons.