NDIS now provides a method for you to export your service bookings from PRODA, which can be directly imported to Brevity to create related Client Funding records. To do this you will first need to download the service booking from PRODA, then import this CSV file into Brevity.
Download Service Booking from PRODA
From within PRODA, select the Downloads button from the home screen and then Download Service Bookings. From there, follow the on screen prompts to complete the download process. If you have any questions or require help, please contact NDIS for assistance.
Import Service Bookings into Brevity
From within Brevity, navigate to Clients > Client Funding. Then click the Import Service Booking button.
You will be presented with the screen shown below. Select the CSV file you downloaded from PRODA and click the Save and continue button in the bottom right.
Next preview the data that will be imported from the CSV file. Please note that all Active records from the file will be imported into Brevity to created related Client Funding records.Click the Import data button in the bottom right to proceed to create the Client Funding records.
This will create Client Funding records for all clients that exist in Brevity that are on the import CSV file.
