This page guides the user through the processes of creating and managing the Plan Budget record.

These are the topics on this page:

1 Introduction
2 Additional Information
3 Navigating the Plan Budget Record
4 Creating a Plan Budget Record
5 Edit a Plan Budget Record
6 Delete a Plan Budget Record
- 6.1 Deleting from the Budgets data-grid
- 6.2 Deleting from the Budget record
7 Activate and Deactivate Plan Budget Record
8 Reviewing the Budget Category through the Plan Management Invoice Import screen

Introduction

The following applies to those Plan Managers that are not using the NDIS API to manage their participants plans.

After the plan record has been saved, you can the proceed to creating a budget against the plan. It is important to observe that when the budget is being created that it is of a sufficient amount to ensure invoices for services provided under the plan can be registered. The plan Management module supports the maintenance of multiple budgets by category against the client plan the clients care needs change.

Additional Information

https://www.ndis.gov.au/participants/using-your-plan/managing-your-plan/support-budgets-your-plan

Navigating the Plan Budget Record

The following is a summary of the fields configured into the New Plan Management Plan Budget record.

Category: This is a drop down field that lists the budget category that are associated with the service types retained within the Brevity application.
Budget: This field is used to register a budget for the selected category.
Previously Used: This field is used to register a $amount that was previously used in connection with the clients plan prior to the plan record being registered within the Brevity application.
Utilised: This is a system field that is updated automatically as per the invoices registered against the plan.
Balance: This is a system field that is updated automatically to reflect the sum of the previously used utilised amounts
Plan Management Plan: This field is updated automatically and reflects the client name, plan dates and funding source.

Creating a Plan Budget Record

Plan Budget records can either be created at the same time that the Plan Management record is created, or they can be created as an update to the record. To create a budget record observe the following steps which are based upon an adding the Plan budget at the same time that the Plan Management record is created:

Refer to the steps on creating a Plan Management record Manually creating a non API plan .
Under the Budgets Panel, select the Add new record icon to open the New Plan Management Plan Budget record page within the browser.
Within the category field, either input the category or click the drop down list to select the required value.
Within the Budget field input the budget amount.
Within the Previously Used field input the amount that of the category that has already been used.
Click ‘Save’ to create the budget record.
Select the ‘Close’ button to exit back to Plan Management page.

Edit a Plan Budget Record

To edit a budget record observe the following steps:

Select the Care Management>Plan Management sub-menu to open the Plan Management Plan List page.
Search for the Plan Management record from within the Plan Management Plan List page.
Highlight the Plan Management record to be edited.
Either click on the edit button or double click on the Plan Management record to open it within the Plan Management page.
Highlight the budget record within the data-grid that is to updated.
Double-click the budget record to open Edit Plan Management Plan Budget record within the browser.
Apply the required edits to the budget record.
Select the Save button to update the changes made.
Select the Close button to exit back to the Plan Management page.

Delete a Plan Budget Record

Although not recommended, and you are referred to the notes on record deactivation, to delete a Budget record observe the following steps, off which there are two approaches available.

Deleting from the Budgets data-grid

Refer to steps 1 - 4 as outlined in the topic above; Edit a Plan Budget record.
Highlight the Budget record listed within the Budgets data-grid that is to be deleted.
Select the Delete icon located to the right of the record to present a pop-up screen
Select OK to confirm the deletion. The Budgets data-grid will automatically refresh.

Deleting from the Budget record

Refer to steps 1 - 4 as outlined in the topic above; Edit a Plan Budget record.
From the Budgets data-grid, highlight and double click on the budget record to open the Edit Plan Management Plan Budget record page within the browser.
Select the DELETE button from the ribbon bar
Select OK to confirm the deletion.
Select the CLOSE button to exit the page

Activate and Deactivate Plan Budget Record

To edit the activity status of a Plan Budget record observe the following steps, please note that even through the budget category has been deactivated it will still be visible through the Plan Management Import Invoice screen, when the client associated with the invoice is selected.

Select the Care Management>Plan Management sub-menu to open the Plan Management Plan List page.
Search for the Plan Management record from within the Plan Management Plan List page.
Highlight the Plan Management record to be edited.
Either click on the edit button or double click on the Plan Management record to open it within the Plan Management page.
Highlight the budget record within the budget data-grid that is to updated.
Double-click the budget record to open Edit Plan Management Plan Budget record page within the browser.
To deactivate the Budget record select the Deactivate button, upon screen refresh the input fields will be disabled. The Deactivated budget will be retained within the data-grid.
To activate the budget record select the Activate button.
Once done, you can exit back to the Plan Management profile.

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.