Create Support Plan
The National Disability Insurance Scheme functionality has been designed to keep track of NDIS data for clients and assist in...
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Create NDIS Service Booking
Once an NDIS support plan has been created, the service bookings of that support plan must be added. You are... -
Create Group Support Plan
The NDIS supports group activities for multiple clients e.g. Yoga or group education sessions. To record client attendance at group... -
Why can’t I delete an NDIS Support Plan or Service Booking?
There are two reasons why you may not be able to delete a record. Option 1 – User permissions –... -
Why do I see the NDIS number Support Plan Warning?
After creating a support plan you may see the following error: WARNING: A regular attendee is missing a NDIS number... -
Remaining NDIS Budget
Once an NDIS support plan has been created, the Service Bookings of that support plan are added. The Service Bookings... -
NDIS Reports – NDIS Support Plan Budget
The NDIS Support Plan Budget report provides a summary of the current status of the selected Support Plan, including the... -
NDIS Reports – Support Plan
The NDIS Support Plan report provides a summary of the selected Support Plan, including signatory panels. This report is useful... -
NDIS Activity Transfer Tool
Over time, an NDIS participant’s Plan may change. This may be due to an NDIS review, a financial arrangement change,...