Introduction

For those plan managers that are using the NDIS API, new participant plans and budgets can be registered into Brevity.

Error Checking

When registering plans either for an existing or new client, Brevity will check the accuracy of the following information.

• NDIS Number

• Last Name

• Date of Birth

• Start Date

• End Date.

Registering a New Plan for an existing Brevity Client

To register a new plan within Brevity for an existing client the Plan Manager is to observe the following steps.

1. Click the + New button from the Plan Management Plan List to present the New Plan Management Plan Record Step 1 Client details form. You will observe that the Existing field is set by default to Yes.
   

   

2. From the Client field either key in or select from the drop down list the client whose plan is to be created. Client selection will update the NDIS Number field with the details held against the client profile.
   

   

3. Click the NEXT button to initiate error checking. If there are no error you will advance through to the Step 2 - Plan Details page, otherwise EXIT and verify the client and plan information.

Registering a New Plan for an non-existing Brevity Client