- Assign Line Items is the list of NDIS services a client is allowed to receive. Budget Details, rostering, quotes and invoices only offer services from this list, so you set it up first.
Follow these steps
Step 1:
Open the client’s profile and go to the Assign Line Items tab.
Step 2:
Under the right category (Core, Capacity Building or Capital Supports), add a row.
Step 3:
Choose the Pricebook, then the Line Item. The description, NDIS support number, unit and rate fill in automatically.
Step 4:
Keep adding rows until every service the client can receive is listed.
Step 5:
Click Save.
Good to know:
- You don’t enter budgets or quantities here. That happens in Budget Details.
- You can add the same line item from two pricebooks (for example NDIS 24–25 and NDIS 25–26), but not twice from the same pricebook.
- You can’t delete a line item once it’s been used in a budget, shift, quote or invoice.
- Care Coordination line items are under Capacity Building.