Follow these steps
Step 1:
Open the client’s profile and go to Fund Details → Budget Details.
Step 2:
Click Add NDIS Plan.
Step 3:
Fill in the plan information. Fund Type, Plan Start Date and Plan End Date are required. Referral Date, Progress Report Date and Review Submission Date are optional.
Step 4:
Add the plan document: Document Type, Expiry Date, then upload the file.
Step 5:
Add the Plan Manager’s details: company name, email, mobile number and any other information.
Step 6:
Enter a budget for each category: Core Supports, Capacity Building and Capital Supports. The Total Budget adds itself up.
Step 7:
Click Save. You return to Budget Details with the new plan showing.
Good to know:
- The end date must be after the start date.
- A category can be $0. You just can’t allocate anything to it until you increase it.
- The Progress Report Date can’t be later than the Review Submission Date.