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Care Coordination & Client Funding : New Updates

How do I move shifts and case notes to the client’s new plan?

1 min read Updated October 2026

First, make sure the client's new plan exists.

Step 1:

Open Dashboard → NDIS Plan Expiry and find the client.

Step 2:

Open the transfer popup. 

Step 3:

  On the Shifts tab, tick the shifts to move and click Move to New Plan.

Step 4:

On the Case Notes tab, tick the case notes to move and click Move to New Plan.

To zoom the image, open in new tab by right click on the image and select Open in new tab

What changes and what doesn't:?

  • Only the NDIS Plan changes. Date, times, employee, pricebook, line item, Location Type and the note itself stay the same.
  • A Funding Period from the old plan is removed if it isn’t valid for the new plan. Edit the shift to pick one of the new plan’s periods.
  •   Only the items you tick move. Everything else stays on the old plan.
  •   Moving doesn’t use any budget. The new plan’s budget is used when you invoice.

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