Introduction to the Funding Source Record

This page provides an overview of the funding source record.

These are the topics on this page:

1 Introduction
2 Utilising the Funding Source
3 Registration Number

Introduction

Funding Source records are accessed through the Administration>4.Funding sources menu. The funding source record is applicable to services that are either plan managed, cash funded, Self-funded or on an NDIS direct service arrangement. Each funding sources is associated to a funding program from where the clients funding for NDIS clients this will be NDIA.

Utilising the Funding Source

The funding source code within the Brevity application is utilised on the following records:

Quotation record.
Client funding record under the Client Funding Details panel.
Plan Management record under the Plan Details panel.
Service Schedule record as a concatenated value within the client funding field under the Service Schedule details panel.
Funding Claim record as a concatenated value within the name field under the Batch details panel.
Invoice and Claim batch.
Invoice record for CORE supports as a concatenated value within the Invoice Batch field under the Invoice details panel
Plan Management invoice record as a concatenated value within the client plan field under the Plan Management Invoice details panel.

Registration Number

Assigning the registration number against the funding source will allow for it to be reported into the NDIS Claim payment file. For additional information on being a registered provider refer to the following topic
Unregistered vs. Registered: Pros & Cons for NDIS Providers