Open Client Record
Open The client funding record will reflect the details of the service agreement you have signed with the client, and is a required step when setting up NDIS clients within the system. It will include the client NDIS number for bulk claiming, dates between which the services will be delivered, the services that will provided, and the budget for each service.
Every service that you deliver will be drawn down from the client funding. The system will ensure that services are only delivered between the funded period and will also ensure that you do not exceed the available budget.
In this step we will look at setting up a new client funding record for the client.
Open Client Record
If not already open, open the client record that you want to manage the funding for by hovering over the Clients Menu, select the Clients sub-menu item.
You will be redirected to the Clients list window, search for the name of the client under the Search Field box. You can click on edit button or double click on the client's name to open the record.
Adding the Client Funding
On the lower right part of the Client profile screen, there is a Client Funding section. Select the blue Plus Icon above the list to add a new client funding record.
A Client Funding page screen will pop-up. Fill out all the necessary information and then select then hit Save.
information as follows:
- Type: Select Individual
- Client: Will auto populate with the client name and doesn't need to be changed
- Registration Number: Enter the clients NDIS number here
- Funding Source: Select NDIS
- Start Date: Start date of the service agreement
- End Date: End date of the service agreement
- Budget: Total budget of all services
Click Save to create the record.
Adding Service for the Client Funding
After Saving the Client Funding information, The Services Information at the bottom of the screen will now be available. Under the Services Section, select the "Plus Icon" to open in the Services Information window. This can be repeated multiple times to add as many services as you need.
Fill-out the necessary Service information and then select the "Save Button" and then select the "Close Button" to close the window.
You can optionally allow after hour delivery of the service by selecting the appropriate option in the right column. This is only available for services that pay after hour rates by NDIS. The system will stop rostering of services for after hours if set to no.
For a more detailed information in adding a Client Funding please refer to Adding a Client Funding information to a client in the System User Guideinformation as follows:
- Service Type: select the name of the funded service from the service agreement. If you not sure you can click the search icon and search using the NDIS Support Number. Brevity automatically manages claiming for after hours codes - you just need to select the normal hour Support Item, and specify if after hours are allowed using the options on the right. For services that NDIS does not pay after hour rates for, the option will be disabled by default. You can enable these if you wish - click here for instructions on how to do this.
- Budget: enter the budget for this service from the service agreement
Click Save to add the service. Click Close to return to the Client Funding screen to see this service now added to the list. You can click the plus again to add additional services. You can also double-click as item in the list to modify it.
You can close the Client Funding pop-up window when done adding all the funded services to return to the Client profile screen.