Introduction

For those plan managers that are using the NDIS API, plans and budgets for new participants can be registered manually into Brevity.

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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:

• Plan Budget

• Plan Allocated budget

• Plan Invoices

Registering a New Plan for an existing Brevity Client

To register a new plan within Brevity for an existing client, you will need to observe the following steps.

1. 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.
   
   

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2. Set the From the Existing Client field to NO. This will make visible the Add Manually hyperlink text at the bottom of the page.
   
   

    

3. Click the Add manually text, to display within the browser a blank plan management record. This will display the a blank New .
   
   

4. Within the client field, either input the client name or click the drop down list to select the required value.

5. Within the funding source field, either input the funding source or click the drop down list to select the required value.
   
   

6. 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.
   
   

7. 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.
   
   

8. 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.
   
   

    

9. 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.

10. 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.

11. 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.

12. 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.

13. Inputting data into the Notes field is optional.

14. 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.