Once you've created a new participant or have an existing one, it's now time to establish the Participant Funding and include support items that are in line with the signed Service Agreement.
- Participants > Participant Funding
- On top right hand, click New Record
- Complete all fields on Funding Details Tab
- Click Next
- Complete all fields on Funding Budget
- Budget = Total amount as per signed Service Agreement
- Utilised Total = Amount based on confirmed shifts before today
- External Utilisation = Amount used on the CMS/system you are transferring from
- Balance = Budget – (Utilised Total + External Utilisation)
- Plan Start Date = As per NDIS Plan period
- Plan End Date – As per NDIS Plan period
- Click Next
- Add Support Items
- Save
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