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This page outlines the self service portal settings.

These are the topics on this page:

Table of Contents
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Introduction

Portal settings determine how a support coordinator will interact with client services, progress notes and funding profiles that are not specific with Support Coordination within the Self Service Portal.

Additional Information

https://portal.brevity.com.au/Account/Loginhttps://www.ndis.gov.au/participants/using-your-plan/who-can-help-start-your-plan/support-coordination


Portal Settings

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Field options within the Portal Settings tab include

  • Colour: This feature is currently not in use

  • Restrict Service Types : This field is used to determine whether service types are restricted from the employee within the self-service portal for session creation.

  • Restrict Notes and Funding: This field determines whether clients notes and funding should be hidden for restricted service types.

  • Portal Settings Record grid : This record grid lists the service type restrictionstypes that will be available for session (shift) creation.


Service Type Restrictions

In connection with the The service restrictions that are defined within the Portal Settings record grid, the organisation will need to ensure that the Support Coordination qualification is applied as a restriction to those service types that are specific to support coordination.

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image-20240411-235032.pngImage Removedrequire also a companion restriction set within the Qualification Restriction record grid of the service type record.

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Service type restrictions will influence the services listed within the Service field of the portal Add Shift page

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