Plan Management Guide

Plan Management is a section from Brevity where you could create a list of clients that has Plan Management funding. This section includes the budget, invoices and details of the client’s plan management funding.

Creating a New Plan Management Record

You could create a new Plan Management record by clicking on the +New Button on the upper left portion of the page.

You need to fill in the details for the Client’s Plan Management. You can refer to the fields below for the description of each fields.

Clients: This is the name of the client. This is a look up field. If you cannot see the client’s name when you click on this field, you need to create a new client record from the client section of Brevity. You could reach this page by going to Client from Main Menu and then clicking on client from sub menu.

Funding Source: This will be the funding source of the Client’s Plan Management.

NDIS Number: This is the NDIS number of the client.

Pricelist: This will be the pricelist that you will use in creating the Invoices of the client.

Plan Dates: These are the funding start and end date of the client.

Once you filled in the details, click on the save button on the upper left to create a new plan management record.

Plan Management Budget

Plan Management Budget is a section where you could create the budget of the Plan Management clients. For every invoice that you will create for the client, it will reduce the budget so you could track and review the budget according to each budget category.

Creating a Plan Management Budget

Once you have created the Plan Management record, the budget section can now be accessed. If you wanted to created a new budget, click on the + button to create a new budget.

Fill all the details for the budget. Click on save button to create a new budget for the client’s plan management.

If the Category is not from the list, click on the + sign on the lower right portion of the field to add a new category.

You could create multiple budget record for the client’s plan management record.

Deleting the Plan Management Budget

If you wanted to delete the client’s Plan Management Budget, you could do it by clicking on the delete button on the right side of the client’s budget.

You cannot retrieve the budget once you deleted it from the list so be careful in deleting the budget.

Click on the Ok button to confirm deleting the Budget.

Service Restrictions

This is a section from the plan management section where you could set the budget restriction of a specific service type. You could use this section to track on how much will be the remaining budget for a specific service type in Proda. You could input the budget and the rate for the service type in this section.

Creating a Service Type Restriction

By default, the service type restriction is set to no. If you want to create a record for the service type restriction, you need to set this to yes.

Once you set the service type restriction to yes, the service type restriction table will show. You could add a new restriction by clicking on the + sign.

Fill in the details for the service type restriction record and then click on save button to create a service type restriction.

If you created an invoice using the service type that is in restriction, it will show you the remaining amount for the service type. If the invoice exceed the budget of the service type, it will show a negative amount which indicates that it is over budget.

Invoices

The invoices section list all the invoices of the client. On this section, you could create an invoice for the client.

Creating an Invoice

If you wanted to create an invoice for the client, you need to click on the + from the invoices section.

Fill in the details for the invoice and then click on save to create the invoice.

Once you have created the invoice, the line item section will be unlocked. Click on the + sign under the invoice items to add an invoice item. The invoice item is the service type that you wanted to invoice the client and the details of the invoice such as qty, rate and line item.

Click on the Save button from the upper right to add the line item to the invoice

Invoice Status

You will notice different status for the Plan Management Invoice. Take a look at the list below for the description of each invoice status.

Publish - Publishing the invoice means that the Invoice is ready for the client’s approval. Publishing the invoice will make the invoice details locked and cannot be edited.
Approve - Approving the invoice means that the client has approved the invoice for claiming in NDIS.
Reject - This means that the client is rejecting the claim record.
Cancel - This will invalidate the invoice claim.
Deactivate - Deactivating the invoice will mark it as inactive and it will not show on the list of the client’s invoice
Unlock - Unlock means that the invoice will revert to setup mode and you could change the details of the invoice.