This page guides the plan manager through the process of manually creating a plan management record and Budgets (if non-pace) within Brevity for a plan manger that is using the NDIS API to manage their participants.
These are the topics on this page:
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Introduction
For those plan managers that are using the NDIS API, plans and budgets for new and existing participants can be registered manually into Brevity.
Error Checking
When registering plans either for an existing or new client, Brevity will check the accuracy of the following information.
NDIS NumberLast NameDate of BirthStart DateEnd Date.
Brevity will alert with the following errors.
Additional Plan Management record functions
For additional information on the functions of budgeting and invoicing on the plan management record, refer to the following topics:
Registering a New Plan for an existing Brevity Client
To register a new plan within Brevity for an existing client the Plan Manager is , you will need to observe the following steps.
Click the + New button from the Plan Management Plan List to present the New Plan Management Plan Record Step 1 Client details form.
You will observe that the Existing field is set by default to Yes.
Set the From the Existing Client field either key in or select from the drop down list the client whose plan is to be created.
Client selection will update the NDIS Number field with the details held against the client profile.
Click the NEXT button to initiate error checking. If there are no error you will advance through to the Step 2 - Plan Details page, otherwise EXIT and verify the client and plan information.
Funding Source should default to NDIS. If it does not select this value from the Funding Source reference list.
Select the applicable pricelist from the reference list.
Select the applicable price guide from the reference list.
Accept, Update or specify the State Date of the participants plan.
Click the NEXT button to initiate error checking. If there are no error you will advance through to the Step 3 - Financial Details page, otherwise EXIT and verify the client and plan information.
Only service budgets for non pace plans will be created Plan record created
Registering a New Plan for an non-existing Brevity Client
To register a new plan within Brevity for an existing client the Plan Manager is to observe the following steps.
Click the + New button from the Plan Management Plan List to present the New Plan Management Plan Record Step 1 Client details form.
You will observe that the Existing field is set by default to Yes.Adjust the Existing Client field to No, to make visible the following fields.
Input the particulars of the participants first name.
Input the particulars of the participants last name.
Input the participants NDIS number.
Input or select from the calendar picker the participants birth date.
Input the participants email address.
Mobile phone is optional data-entry.
Click the NEXT button to initiate error checking. If there are no error you will advance through to the Step 2 - Plan Details page, otherwise EXIT and verify the client and plan information.Funding Source should default to NDIS. If it does not select this value from the Funding Source reference list.
Select the applicable pricelist from the reference list.
Select the applicable price guide from the reference list.
Accept, Update or specify the State Date of the participants plan.
Click the NEXT button to initiate error checking. If there are no error you will advance through to the Step 3 - Financial Details page, otherwise EXIT and verify the client and plan information.
Only service budgets for non pace plans will be createdPlan record createdto NO.
This will make visible the Add Manually hyperlink text at the bottom of the page.
Click the Add manually text, to display within the browser a blank plan management record. This will display the a blank New .
Within the client field, either input the client name or click the drop down list to select the required value.
Within the funding source field, either input the funding source or click the drop down list to select the required value.
Within the NDIS number field input the participants NDIS number. The NDIS number is reported against the invoice lines that are written into the claim payment file.
Within the Price list field, either input the pricelist or click the drop down list to select the required value, the price listed selected should be relevant with the period of the plan management agreement.
Within the Price guide field, select from the drop down list the required value.
The selection of the price guide helps determine the pricelist used when processing invoices either manually or through the PM Invoice Import interface.
Within the start date field specify the date that the organisation commenced managing the participants plan . The date can be specified as free text or by using the calendar picker.
Within the end date field specify the date that the organisation will cease managing the participants current plan . The date can be specified as free text or by using the calendar picker.
Within the Plan start date field specify the date that the the participants current plan commenced. The date can be specified as free text or by using the calendar picker.
Within the Plan end date field specify the date that the participants current plan will end. The date can be specified as free text or by using the calendar picker.
Inputting data into the Notes field is optional.
Select the
icon to create the Plan management record. Once the record has been saved you can proceed to establish the Plan Budget and Plan Allocated budget records.