In Eziplan, it is possible 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. This feature predicts the financial resources needed to fund NDIS services in Eziplan by analysing completed spending, estimating future service requirements, and calculating the cost against the Plan amounts. This will supply you with ongoing tracking live against your budget as well as a fully itemised and costed Schedule of Supports to start with.
N.B. For this feature to function as designed, NDIS service types need to have been loaded into your system profile for the information to be reflected here.
From the left hand menu panel, click on 'Participants' and then select 'Participant List' from the options that drop down.
Once you have selected the specific client/participant, if you haven't already, you will need to add a package schedule and enter the NDIS Agreement dates, if applicable (or the dates you expect to be servicing this Client). From the Participant profile page you can access the budget for the NDIS Package by selecting 'NDIS Budget' then click on 'Add Support Purpose'. You will need to add all the appropriate 'Support Purpose' from the Client's approved NDIS Plan.
When entering the NDIS Support purpose, you can select from either the Main Budget (CORE, CAPITAL or CAPACITY) or a specific support within the Main Budget. The budgeting system is designed to allocate funds accurately and calculate the rate accordingly.
Ensure you copy the relevant support item's Total Funded Support into the 'spending cap' text box. Be aware that if this is not a new plan you will need to know the amount that is left at the date you are quoting from.
Once you have entered all this information, click ‘Add Purpose’.
And then it’s already set.
The next step is to Add Repeat Appointments for this client/participant if it hasn't already been done.
Once you have all of this information entered in against your client/participant (package schedule, appointments with an NDIS service type, support purposes), navigate back to the NDIS Budget tab in the Client's profile. What you will now see is a calculation of the budget for the entire period of the plan with its corresponding allocated services, total per month, plan total to date and funds left will be presented automatically. From there, you can also manage the participant's repeat appointments and add support purposes.
PDF and Spreadsheet exports are available for the budget calculation. Just click on the icon
And it should look something like this:
