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This page outlines the self service portal settings.

These are the topics on this page:

Introduction

Portal settings determine how a support coordinator will interact with client services, progress notes and funding profiles that are not specific with Support Coordination within the Self Service Portal.

https://portal.brevity.com.au/Account/Loginhttps://www.ndis.gov.au/participants/using-your-plan/who-can-help-start-your-plan/support-coordination


Portal Settings

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Field options within the Portal Settings tab include

  • Colour: This feature is currently not in use

  • Restrict Service Types : This field is used to determine whether service types are restricted from the employee within the self-service portal for session creation.

  • Restrict Notes and Funding: This field determines whether clients notes and funding should be hidden for restricted service types.

  • Portal Settings Record grid : This record grid lists the service type restrictions.


Service Type Restrictions

The service restrictions that are defined within the Portal Settings record grid, require also a companion restriction set within the Qualification Restriction record grid of the service type record.

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