API Managed Plan Budgets

 

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.

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Additional Information

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


Navigating the Plan Budget Record

 

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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

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.

 

 

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