This page guides you through the process of creating a Service Type record.
These are the topics on this page:
Introduction
Prior to creating a service, it is recommended that select the All Services Type list record view within the Service type list, to display both active and inactive service types. An inactive service type can be activated and made available for assignment against the client funding and services records.
Ensure that you adhere to pricelist conventions for client services that are being claimed and that the service types used are listed within the NDIS Pricing Arrangements and Price Limits document, unless services are being created for internal non-billable service (administration, training), or for services not covered under the clients NDIS agreement that will be invoiced directly to the client.
Non Direct Services
It is recommended that for an NDIS provider delivering Non Face-to-Face for approved services listed within the current NDIS Pricing Arrangements that a copy of the Support Item is made, rather than adjusting the the claim type field value. Once the service type has been copied ensure you update the Name and Claim type fields as shown below. The replicated service will be written into the pricelist.
Create a Service Type
To create a service type, observe the following steps:
Select the Administration>Service Type sub-menu to open the Service Type List page.
Click on the
button to open the New 3. Service Types record page to create new service type.
Within the code field input a code or item number that will be used to identify the service type record when its listed with the service type drop down list.
Refer to comments with regards to replicating service types that are contained within the NDIS Pricing Arrangements and Price Limits document.The code will be referenced through the service type drop down located on the client service, service line on the client funding, service line on the service template, through the pricelist, quote service, employee shift, invoice and timesheet.Within Name field input a description of the name that will identify the service type. The description will be used in combination with the code to identify the service type within the service type drop down list.
Setting a value within the Category field is data optional. To set a value either input or select from the drop down list a value that will match the service type to an applicable Service Booking category.
Within the type field select a value from the drop down list to categorise the service type record.
The values available can be Individual, Group, Expense, Transport.
Setting a value within the Claim Type field is data optional. To set a value either input or select from the drop down list a value that will match the service type to an applicable claim type.
The default values include Non-Face-To-Face, Telehealth or Irregular SIL Support, the values can be increased in consultation with the Brevity support desk.
Within Job Type field select a value from the drop down list to classify the service type to a specific job task.
The default values include Maintenance, Domestic, Care Service or Nursing Service.
Within Service location field select a value from the drop down list to classify the service as being community or center based .
The default values include In-home services, center base services or community based services.
Setting a value within the Invoice Schedule field is data optional.
The care worker reimbursement field is a data optional field. Only set the field value to yes if the recording of support worker expenses will be permitted for a client service that has utilised this service type, otherwise leave the field value set as the default.
The care worker management field is a data optional field. Only set the field values to yes if you are allowing the support worker to make shift requests through the Brevity Care mobile application for a client that they have been assigned
(viz the Care Worker Clients datagrid on the employee profile), otherwise leave the field value set as the default.Within the Taxable field select whether the service type is taxable or not.
By default NDIS service are not tax attracting.Within the Pay Travel field select whether travel will be paid in relation to a client service where this service type has been used.
It is to be noted that this value will override the travel settings registered against the employee profile.Within the Allowance Pay Type field select whether a client service using this service type will be treated as a staff allowance as opposed to work hour.
Within the Max Travel Time field, set the maximum travel time that will be payable to the support worker for a client service where this service type has been used.
Within the Max Travel Mileage field, set the maximum travel distance that will be payable to the support worker for a client service where this service type has been used. .
Within the Max Transport Mileage field, set the maximum transport distance that will be payable to the support worker for a client service where this service type has been used.
Within the Min Employees field set the minimum employee(s) required for a client service where this service type has been used.
Please observe that if the value in this field is set to 0 then you will not be able to allocate a support worker to the service schedule.Within the Max Employees field set the maximum employee(s) required for a client service where this service type has been used.
Please note that as an example if the max employees field is set to 2 then you will be able to add 2 support workers to the service schedule.Within After Hours Calculation method field select a value from the drop down list to determine how after hours services will be calculated.
Options listed include shift start rate, shift end rate, split shift rate or highest rate.
Within the After hours start field set the after hour commencement time either as a free text input or selected from the time picker.
Within the After hours end field set the after hour cessation time either as a free text input or selected from the time picker.
Where the service type is SIL related you have the option of setting a colour code and default SIL code.
Within the Override pay rate field select whether the employee base rate will be overwritten. Setting the value to ‘Yes’ will make visible the Rate type and Pay rate fields.
Within the rate type field select the appropriate quantity from the drop down list that will be used to calculate the service cost, whilst within the pay rate field specify the rate that will be used to calculate the service cost associated with the client service that utilises this service type.The Override minimum classification field is a data optional field. Within the override minimum classification field input the minimum employee classification that will be used to exclude the qualification restriction.
The Override maximum classification field is a data optional field. Within the override maximum classification field input the minimum employee classification that will be used to exclude the qualification restriction.
The restrict by qualification field is data optional. Within the Restrict by qualification field, set the field to yes if qualification restrictions are to be applied to a client service that utilises this service type. The specified service type will be matched to the information that is contained within the qualification table on the employee profile.
Refer to the abovequalificationtopic.Click SAVE button to save the record.
Click the CLOSE button to exit back to the Service type list. With your service type established you can now assign it into standard or custom price list and apply the appropriate service rates.
Error Checking
Mandatory fields within the service type that are denoted with a red asterisk. Where data is missing from these fields on record save, the user will be provided with one or more visual field alerts as shown below.
