This page guides the user through the processes of managing Plan Budget record.
These are the topics on this page:
Introduction
For those plan managers that are using the NDIS API, budgets for new and existing participants can be managed within Brevity. Through the API connection changes to existing or the creation of new service category budgets will be synchronised back to PRODA. Please note that service booking category must already exist within PRODA. This process is applicable only to NON-PACE plans.
Navigating the Plan Budget Record
Creating a Plan Budget Record
To create a new service category budget click the edit budget icon located above the budget record grid, to display the Manage Budgets form. click the + ADD BUDGET button to set a blank line. Assign the Service Category and budget amount.
Click the SAVE button to error check and update the Plan within PRODA.
Adjusting the Service Category Amount
To adjust the service category budget click the edit budget icon located above the budget record grid, to display the Manage Budgets form. Input the revised $amount into the $Budget field. Click the SAVE button to error check and update the Plan within PRODA.
Reviewing the Budget Category through the Plan Management Invoice Import screen
The Plan Management record budget categories are visible through the invoice screen that is accessed from the Care Management>Plan Management Invoice Import menu.
