Plan Management Update July 2025

This article highlights the new features and updates made to the Plan Management module as part of our July 2025 release, as below.

New Price Guide (PAPL) Early Childhood Intervention support item issue
Period Budget allocation enhancements
Invoice Processing Enhancements including provider travel validation
PACE Budget Release Improvements
Change in plan CORE budget increase allocation logic
PACE missing new plan notifications

Reminder: To process invoices that go over two price guides in Brevity, add a date to the line item using the Show Line item date option on the invoice processing screen, to match the entry to the correct price guide based on the date.

New Price Guide (PAPL) Early Childhood Intervention support item issue

As you may know there was a formatting issue with several of the new Early Childhood Intervention support items. We have been working with NDIS to try and get these rectified so that the format without spaces can be used from 1-Jul-25 but seems the SAP system doesn’t allow back dating the start date. Due to this, Brevity has applied a patch to manage the conversion from our end for the affected dates.

Brevity has implemented a system change that will update these codes changes for you. No further action is required by you.

Period Budget Allocation Enhancement

We have extended the budget allocation (quarantine) feature for plans that have release periods. This update ensure providers only use the allocated portion for the period e.g. 50% of category budget allocated ensures 50% of period budget can only be utilised by the provider.

This ensures providers are not using more than what is allocated to them for the period i.e. they are not using the full $41,912.01 that has been released in the first period..

Invoice Processing Enhancements including provider travel validation

We have deployed a new version of our invoice processing feature that has OCR improvements (with further AI integration), ability to add Remittance Comments when processing invoices, and validation for provider travel charges, including the new therapy rules.

PACE Budget Release Improvements

Brevity has implemented an interval process for updating plan budgets based on release periods. This will ensure more reliability in ensuring the budgets are kept up to date as budgets are release and will remove dependance on nightly API syncs. We are also able to provide notifications to participants when budgets are released.

Change in plan CORE budget increase allocation logic

We have made improvements to how additional CORE budget is allocated between CORE categories. Since Brevity allows you to move budget between CORE categories, we were previously adding all additional budgets added to the plan to the first CORE category so as not to disturb any movement of funds that has been made. Going forward, Brevity will allocate additional funds based on the percentage allocated to the CORE category, as below.

Category	New PACE Plan Budgets	Percentage of Total
Assistance with Daily Life	5,000.00	22%
Assistance with Social, Economic and Community Participation	10,000.00	44%
Consumables	7,500.00	33%
CORE Total	22,500.00

PACE missing new plan notifications

We are aware of an issue with notifications for new PACE plans not always being received. After troubleshooting with NDIS, they have identified the source of the issue since the 17-May-25 update and NDIS are working on a fix. We have added a check for plan changes when the nightly sync is run in the interim.