Setting up your first client

This step-by-step guide will help you get started managing your first NDIS client within Brevity. This guide assumes that you have already entered your employee information into the system. 

This guide will cover the following:

1. Setting up the client goals that will be reported on as part of the service delivery reporting
2. Setting up the client funding to reflect your service agreement with the client
3. Setting up a service template to manage ongoing services based on client care plan
4. Managing the roster from week-to-week
5. Managing service delivery and reporting
6. Generating NDIS bulk claims

Proceed to Step 1