How do I update an NDIS participant plan and budget when it expires?

Careflo stores the NDIS Plan details (most importantly the start and end date) of a person's plan so that you can keep track of where people are in their NDIS budget. Note that a Nag will be generated when one of your customer's near the end of their plan so that you can follow up and create a new plan for the future period.

To create a new plan you can click to "Hide" the old plan document and upload the new plan document so you know which one is the latest. See screenshot at the bottom of article for how to "Hide" and 

You will also update the expiry date in the NDIS Funding details screen to reflect the new plan end date.

For the budget just create a new budget and new amount. Old budget would have expired (if the dates were correct and have ended) or if not then press update and change the date so it becomes expired. Expired budgets stay in careflo so you have a record of the history from an audit perspective whilst the new budget is the one that will reconcile because it is the latest and current ie active budget.

First step is to create everything via the PRODA portal (service bookings etc) so that you have service booking ID's for each category of funds in the new plan.
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The steps in Careflo are:

   3. Click the "NDIS Requests" button to see the list of Support categories that the Plan is broken into. That screen looks like below. You can add a new NDIS Request (adds a new Support category) or update existing by clicking on it. If it is a new plan then you should let the old NDIS requests expire and create new so that you can track the budget and keep the historical service requests separately (see these by clicking "All" rather than the "Active" which is selected by default. This is good for auditing purposes. If the new plan comes earlier than the service request expiry date then you can change the expiry dates to coincide with the new plan. Screenshot of section:

   4. You can also make an existing NDIS Request (support category) inactive/expired by clicking into it and selecting "Remove". This can be undone by clicking to "Reinstate" later if you do this by mistake. Clicking "Remove" will have a pop-up to confirm:

To reinstate the NDIS request that was removed above simply click "Reinstate" as per below:

   5. Create new budgets reflecting the new plan dates and category amounts. Please take care to ensure the details are correct. 

   6. Add the new services into new service requests and add visits to the service requests. Pro tip: If the services are the same or similar, i.e. categories and visits, then you can simply amend the Service Request(s) to update the Reference number (this is the NDIS booking reference from PRODA) and amend the Service Visits as required.
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Hiding brings a document out of view (but still accessible by Admin access users), and Restoring brings it back to view for everyone with Staff module Read access or higher.