Plan Management PACE Budget Management Update
Based on valuable feedback from our customers, our team has been working on a significant update to the Plan Management system. This enhancement will enable budgets to be managed at the CORE level - eliminating the need to manually move funds between categories - and will also ensure budget balances are aligned with those displayed in PACE.
This update delivers several key benefits:
Consistent participant experience: Participants will see the same budget balances on their statements as those shown in the NDIS app, improving clarity and confidence.
Reduced administrative workload: With the introduction of release periods, managing provider budget allocations has become increasingly time‑consuming. This update is designed to streamline processes and reduce administrative overhead.
Simplified fund management: Moving funds between categories within plans that use release periods has presented challenges. By managing budgets directly at the CORE level, this update removes the need for category‑level adjustments and minimises potential errors.
Improved Budget Controls: New global and plan level restrictions provide finer grain controls over budget utilisation. New budget utilisation alerts by category keeps clients informed when they are close to exhausting funds.
Prefer video format? See links below that cover these updates.
Budget Management Update
We have also invested considerable effort into redesigning and refining the budget view in Brevity to consolidate the Budget, Provider Allocation, and Funding Period breakdown information. This work has resulted in a new, streamlined Budget view available on the plan screen.
Plan Overview
The following overview screen has been added to the Plan screen to provide a quick snapshot of plan budgets, including the total CORE budgets.
Invoice Search
A new Invoice Search view has been introduced to provide ability to report plan usage by provider and category, with an ability to export results to Excel.
Budget Breakdown
A new Breakdown view has been introduced to provide clearer visibility into budgets - showing released, utilised, allocated, and remaining amounts - across each period.
Provider Budget Allocation (with new options)
New user experience for managing provider allocations. Provider Budget Allocation budgets for CORE categories will be shown at the CORE level. New feature to set general restriction for a category and limit usage to only select line items. This allows, for example, Consumable budgets to be held only for consumables, or Therapy budgets to be restricted to only certain line items.
CORE Budget Utilisation
Following the update, Budget Utilisation validation for CORE categories will also be managed at the overall CORE level. A new Core Total line will indicate budget availability and utilisation at the Core level when processing invoices.
New Global Restriction Rules
New global restriction rules allow you to define your own preconfigured rules that can be applied to plans e.g. restricting budget usage for SIL or EI clients.
This allows restrictions to be set for selected categories or line items.
These rules can be linked to plans to apply the restriction.
This will ensure these categories or line items are restricted from use.
Participant Budget View
Budget view for clients and their nominees at the Core level will be sumarised at the Core level following the update.
Budget Utilisation Alerts
Configure automated client notifications by category, when plan or period budget utilisation reaches set thresholds. Option available via Care Management > Plan Management.
Configure notification thresholds for CORE or other categories based on your requirements.
Clients will receive email notifications when their spend exceeds the configured thresholds and the claim remittance has been processed for the invoice. For funding period plans, notifications will be sent when the threshold is reached within each release period. If a company logo has been uploaded to the system, it will be displayed on the email notification.