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 sessions, a Group Support Plan must be created.


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


Step 2.  Select NDIS Support from the top menu.


Step 3. Select Create new Group Case from the Shortcuts menu

Create new group case


Step 4. Enter the required information for the Group Support Plan

  • Name:
    • enter a meaningful name for the plan e.g. Yoga in the Park
  • Assigned to:
    • defaults to the current user
  • Start Date:
    • enter the start date for the plan
  • End Date:
    • enter the end date for the plan
  • Next Review Date:
    • recommended – one month before the end of the plan
  • Case Type:
    • defaults to Group
  • Plan Status:
    • defaults to Open
  • Site:
    • select the organisation site responsible for the support plan
  • Finance Location:
    • Select the organisation site responsible for invoicing

Group Support Plan


Step 5. Click Save

Saved Group Support Plan

The Group Support Plan is saved successfully.

The Client, Service Booking Number, Financial Arrangement and Funds Manager fields are blank as they are not required for the group, they will be derived from the attendees as required.

Next Steps

Further Instructions

For further information, refer to the following articles:

Updated on May 24, 2018

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