The Add Case Note popup has two new fields: NDIS Plan and Location Type.
Follow these steps
Step 1:
Open Add Case Note for the client.
Step 2:
Enter the Delivered Date first. It decides which NDIS Plans you can pick.
Step 3:
Choose an NDIS Plan (optional). Only plans whose dates cover the delivered date are listed. RotaWiz doesn’t pick one for you.
Step 4:
Choose the Pricebook and Support Item. With a plan picked, you only see items assigned to the client under that plan and pricebook.
Step 5:
Check the Location Type. It’s filled in from the client’s Location Type, or set to National if the client doesn’t have one. Change it if needed.
Step 6:
Fill in Billing Type, Contact Type, Duration, Subject Line, attachments and the note as usual.
Step 7:
Click Save.
Good to know:
- Changing the delivered date refreshes the plan list.
- Changing the plan or pricebook clears the support item.
- Changing the Location Type on a case note doesn’t change the client’s own Location Type.