Clients Funding

Creating a Client Funding

On the client funding list page, click the + New button to create a new client funding list.

A Client Funding screen will pop-up. Fill out all the information as follows:

1. Type: Select Individual
2. Client: Will auto-populate with the client name and doesn't need to be changed
3. Registration Number: Enter the clients NDIS number here
4. Funding Source: Select NDIS
5. Price list: Select the price list that will determine the charge rates for services delivered to the client, as per the service agreement
6. Start Date: Start date of the service agreement
7. End Date: End date of the service agreement
8. Budget: Total budget of all services

Click Save after filling out the information

After Saving the Client Funding information, the Services section at the bottom of the screen will now be available, that allows you to add all the services that the client is funded for - these will be used for tracking the budget as well as determining the correct NDIS support numbers to use when generating claims from Brevity. You need to add a service for the created funding. To create the service, click on the add button under the services tab.

Fill-out the information as follows:

1. Service Type: select the name of the funded service from the service agreement. If you not sure you can click the search icon and search using the NDIS Support Number. Brevity automatically manages to claim for after hours codes - you just need to select the normal hour Support Item, and specify if after hours are allowed using the options on the right. For services that NDIS does not pay after hour rates for, the option will be disabled by default. You can enable these if you wish - click here for instructions on how to do this.
2. Budget: enter the budget for this service from the service agreement

Click Save to add the service. Click Close to return to the Client Funding screen to see this service now added to the list. You can click the plus again to add additional services. You can also double-click an item in the list to modify it.

After creating services, you must publish the client funding before you are able to use it for rostering. You can unpublish at any time if you need to make changes, which will unpublish related services on the roster as well. This ensures the rostered services still fall within the parameters of changes you have made (date or budget changes).

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Editing Client Funding List

Under the client funding list, you can search for the client fund by using the search field and typing the client's name. Click the client's name and click edit. You can also double click the client's name to modify the client's fund.

Before you can edit the client's fund, you need to unpublish it first. Click the unpublish button to enable the editing of client's fund.

It will have a pop up if you want to unpublish the fund. Click ok to confirm

Change the details you want to change and then click save

Click Publish again so it can be available again for rostering.

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Editing and Deleting Services for Client Fund

Before you can edit the services for client fund, you need to unpublish it first. You cannot edit the service if the client funding is in publish mode. (See the steps above how to unpublish the client funding)

Double click on the service if you want to edit it.

Change the fields you want to edit and then click save to save the changes.

If you want to delete the service. click on the delete button on the far right side of the service.

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Deactivate a Client Funding Record

You should Deactivate a client record when it is no longer current. To do this, double-click the record within the Client Funding section list on the Client record to open the record for editing. From within the pop-up window select the Unpublish button on the toolbar to edit the fund.

It will have a pop up if you want to continue. Click on OK Button to unpublish the fund. Then click deactivate to flag the record as inactive.

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Deactivated Client's Funding List

You can check the deactivated Client's funding from this page. From the list of Client's Funding, move your mouse on the status drop down to select the status of the client's funding.

Click on the Inactive Funding list to show the clients with Inactive funding

The table will show all the list of inactive funding. Double click on the inactive funding records to view the inactive client's funding

It will show you the details of the inactive client's funding for review.

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This page has the same function as the client's funding from the client's profile page. For the full guide of the function for the Client's Funding, click on Client Funding information page.

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