Add Support Item

Once the NDIS Service Bookings have been created for a Client’s Support Plan, Support Items must be linked to allow activities to be claimed.

Instructions

Step 1. Log into your CRM database (refer to Logging On for further information).

Step 2. Search for the required NDIS Client.

If the client you need does not exist in your database, continue with the creation of a new client, ensuring the Client’s NDIS number is captured.

Step 3.  View the Client record

Step 4. Scroll to the NDIS Support Plan sub-panel.

Step 5. Select the required NDIS Support Plan

The NDIS Support Plan page is displayed

Step 6.  Scroll to the Service Bookings sub-panel

Step 7. Select the required Service Booking

The Service Booking page is displayed

Step 8.  Scroll to the NDIS Support Item sub-panel

Click Select

The Search NDIS Support Item window is displayed.

Step 9.  Enter the required search criteria. Click Search.

Step 10. Find the required Support Item in the returned list.

Step 11. Click on the name to select the item.

The selected Support Item is added to the service booking.

Step 11.  Repeat steps 8-11 for all required Support Items.

Next Steps

• NDIS – Create Delivered Support Activity
• NDIS – Create Future Support Activity

Further Instructions

For further information, refer to the following articles:

• NDIS
• NDIS Client Record
• NDIS – Create Support Plan
• NDIS – Create Service Booking