NDIS Packages

When onboarding a new client into the system, one of the first things to set up for them is their funding package details. Refer to the Add a Package Schedule article for guidance on this process.

When it comes to your NDIS clients, we recommend having the start and end date of package schedules match the start and end dates of the client's plan. This way you will also get a notification from the system when the plan is coming up to expiry.

When you receive information regarding a new plan for your client, it is a simple process to go in and update the package schedule information by following the steps in the Edit a Client's Package Schedule article. What you will then have on the package schedule page of your client's profile is a list showing all schedules, past & present.

NDIS Budget

Eziplan has functionality to enable you to generate a list of all future appointments for a client and provide a fully priced Service Schedule. This type of Budget/Quote/Service Schedule is only for NDIS clients which means that all Service Types you are going to use need to be associated with an NDIS Price Code. If you need to confirm this see the article Managing Service Types.

The NDIS Budget Forecast article will guide you through the information that needs to be entered against the client/participant to provide this functionality - below is a snapshot of what the budget looks like once set up.

 

Progress Tracking

There is a new opt-in feature available to help you track the progress of your NDIS budget and identify possible overspending/underspending with the package funding. To enable this feature, send a request through to support@eziplan.com.au

Once enabled, you will be able to access the NDIS Invoice Progress tab through the client/participant profile page:

How to interpret the NDIS tracker:

1. The support purpose and budgeted fields are pulled through from the client/participant's NDIS budget:

If you have not set up the NDIS budget, when you click on the NDIS Invoice Progress button the screen will come back showing no data:

Follow the steps outlined in the NDIS Budget Forecast article to set this up for your client/participant.

2. The progress indicator is based on Plan Time Elapsed and Invoiced Rate:

  • Yellow exclamation = possible overspend
  • Green thumbs up = on track
  • Red thumbs down = possible underspend

The following example shows that the client/participant has spent 58.28% of the Core with 61% of plan time elapsed so his spending is on track.

This next example shows that the client/participant has spent 93.47% of the Core with 59% of plan time elapsed indicating this funding has been spent much quicker whereas there is only 18.53% of th eSupport Coordination spent with the 59% of plan time elapsed.

3. Unallocated invoice items occur due to one of two reasons:

- invoiced services with an NDIS category that is not associated with the support purpose through the budget page, or

- items invoiced through a manual invoice process instead of through an appointment e.g. subcontractor invoice