We are extremely excited to announce the general release of our July 2024 Plan Management update that include several new major features. We have incorporated feedback from customers that helps simplify your workflows, make managing participant plans easier, and provide better tools for Support Coordinators and participants.
Support Coordinator Portal
We have released the revamped Plan Management portal for Support Coordinators. We have drastically improved the user experience to ensure pertinent information is easily accessible while still making available all required features.
Plan Budget Allocation
We have made several improvements to simplify and improve how budgets are held for providers:
Added ability to create budget allocations for stated line items
When allocating budget to providers, you are now able to do so for any budget record, including those with stated line items:
New option for Provider Budget Allocations
In addition to how provider budget allocations use to work previously, where providers were only able to invoices against allocated budget, we have now added a new option where allocated budget will be held for the provider and no restrictions will apply for them claiming against other categories.
This can be managed via PM Setting on the Organisation record…
Ability for Support Coordinators to request Budget Allocations
Via the new Plan Management Portal for Support Coordinators, Support Coordinators can request budget allocations for providers. Any new or updated allocation requests will be sent to the plan manager for approval.
Plan Managers will see these approval requests on the dashboard and via an email alert.
Plan Managers will be able to see and approve the request. Please note that the Service Provider will need to be manually allocated.
On Hold Claims
A new On Hold status has been created to handle the new NDIS payment process, where payments for claims can be held for manual review by NDIS causing delays in payment. Invoice On Hold invoices will be excluded from the ABA and remittance and will need to be manually marked as paid once payment has been received.
Invoice Processing Screen Performance Improvements
We have implemented several performance improvements on the Invoice Processing Screen which also includes changes on how line items are validated, to ensure the table is not refreshed when dates are changed.