How Do I Set Up or Manage Fund Details for a Client?

1. From the left navigation menu, click on Clients.
2. Click on the client’s name to open the client’s profile.
3. Click on the Fund Details tab.
4. Before allocating any funding, you must create an NDIS Plan for the client. Click on Add Plan in the right corner.
5. Enter the required NDIS plan information: (e.g. NDIS Plan Name, Plan Start and End Dates etc.)
6. Assign a Plan Manager, if one has been assigned to the client.
7. Click on Submit to save the NDIS Plan.
8. Once the NDIS Plan has been added, the admin can distribute the client’s budget across the available support segments.
9. Under the required support segment, click on the + Add Fund Details and select the appropriate Price Book.
10. Select the required Price Book, Assign a line item(s) and enter the corresponding Quantity. Click on Save.
11. If required, click on the Funding Period to create funding periods for the allocated budget.
12. Select the number of funding periods you want to create.
13. You can create a minimum of 1 and a maximum of 24 funding periods.
14. The system will automatically distribute the allocated budget equally across the selected funding periods.
15. For example: If the allocated budget is $ 6,071.67 and you select 3 funding periods, the system will distribute the budget equally across all three funding periods.

Notes

• • Each funding period can be edited by clicking on the Edit button. The admin can update:
    • The funding period date range.
    • The allocated budget amount.
    • The funding period status (for example, Active or Closed).
  • When a funding period is marked as Closed, any remaining budget is automatically carried forward to the next funding period.
  • The admin can add additional funding periods, if required.
  • The admin can delete upcoming funding periods, provided they have not been used.
  • Only the Line Item(s) added in the Fund Details section will be available for selection when creating or editing a shift in the Scheduler.