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Care Coordination & Client Funding : New Updates
- How do I move shifts and case notes to the client’s new plan?
- How do I invoice outstanding work before a plan expires?
- How will I know a client’s plan is about to expire?
- Do my accounting sync and NDIS claim exports still work?
- How do I see which invoices used a client’s budget?
- What happens to the budget when I edit or delete an invoice?
- Can I invoice when the client’s budget has run out?
- Why can’t I change the plan, pricebook or line item on the invoice page?
- When is the client’s NDIS budget actually deducted?
- Can I still record case notes that aren’t billed to NDIS?
- How is a case note’s billable amount worked out?
- What’s new when I add a case note?
- Does rostering a shift use the client’s budget?
- Why can’t I see the client’s NDIS Plan or line item when rostering?
- What’s new in the Pricing section when I roster a shift?
- Why won’t my budget allocation or Funding Period save?
- What are Funding Periods, and do I have to use them?
- What do Category Budget, Allocated, Remaining and Used mean?
- How do I allocate budget to line items in Budget Details?
- Can I change a plan’s dates or category budgets after creating it?
- Can a client have two NDIS Plans at the same time?
- How do I create an NDIS Plan?
- What is Assign Line Items, and why does it come first?
- What happens to the Care Coordination budget on my clients’ current plans?
- Where did the Care Coordination budget go?
- Why does my client import fail after the update?
- What can a Care Coordinator see and edit in a client’s profile?
- What does the Service Type column mean, and how do I set it for a client?
- How do I find my Care Coordination clients in the single client list?
- What’s the new order of steps to set up a client’s funding?
- Is any of my existing data changed, and do I need to do anything after the update?
- Where did the Care Coordination menu and dashboard go?
- What’s changing in RotaWiz with this update?