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Is there a warning function (such as nagging) for insufficient balance for each item code under NDIS Funding?

How can I see if a participant is running low on funds for an NDIS Funding category?

Mikal Hetland avatar
Written by Mikal Hetland
Updated over 3 years ago

There is a Nag type for this situation, see an example below:

When you click Go To, it will show you the details of the category that is running low or is overspent:

In order to see this Nag type, the user (Admin->Users) will need to have the Nag Group for "Finance" set:

If you don't want a particular user to have visibility of all Finance Nags, then you can create a new Nag group where you forward the NDIS budget nags onward to that new Nag group (perhaps called NDIS funding nags) and give the user access to that Nag group.

More articles about nags:

  1. https://intercom.help/careflo/en/articles/3167591-how-do-i-assign-nags-to-someone-for-example-a-support-worker-or-member-of-staff-why-can-t-a-user-see-any-nags

  2. All nag articles: https://intercom.help/careflo/en/collections/1850362-nags

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