Follow these steps
Step 1:
From the left navigation menu, click on Clients.
Step 2:
Click on the client’s name for whom you want to add an NDIS Plan.
Step 3:
On the Client Management page, click on Fund Details.
Step 4:
Scroll down, if required, and click on Add Plan on the right-hand side.
Step 5:
Enter the required NDIS Plan details, including:
-
- Plan Name
- Start Date
- Expiry Date
- Plan Manager, if the client is plan managed
- Document, if required
- Etc.
Step 6:
Once all the required details have been entered, click on Submit.
Step 7:
The NDIS Plan will be added successfully and can be edited whenever required.
Step 8:
After adding the NDIS Plan, scroll down to distribute the client’s budget across the respective support segments.