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The live sync can be enabled via the Organisation Setting page. You can enable the Budget Sync and optionally the Goal Sync.
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Budget Sync
Once enabled the system will automatically sync the plans and plan budgets from PRODA to Brevity. A record will be created for each plan under the Care Management > Support Coordination area. This information will also be visible within the new portal, within the Plan Overview tab, and will also generate notifications on the Homepage within the portal.
Goal Sync
You can also optionally enable the goal sync, which will sync the goals from the NDIS plan to Brevity. This will create new records within the Goal section on the client profile. These goals are also viewable on the client profile within the portal.
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