Using the funding tab, NDIS clients see both Budget and Billable Entries sub-tabs.HCP and Private clients can only see the Billable Entries tab.
Budget (NDIS clients)
The budget table shows:
Date of Creation: When the budget was set up
Renewal Date: When the budget period ends
Allocated Amount: The total budget for the period
Remaining Amount: How much budget is left
Status: Active, Inactive, Pending, or Expired
Click "Create Budget" to add a new budget. Enter the creation date, renewal date, status, annual budget amount, and remaining budget amount.
Billable Entries
This table lists all billable items for this client. These are created when shifts are completed and synced, or when you manually add an entry.
Type: The service name (click to view details)
Amount: The billable amount
Category: The entry type
NDIS Item: The price code and support item (NDIS only)
Status: Unpaid, Paid, Authorized, Draft, or Void
Date: When the service was provided
Creating a Billable Entry
Click "Create Billable" to manually add an entry:
Select the entry type (Manual Entry)
Enter a name for the service
Select the employee who provided the service
For NDIS clients, select the NDIS Price Type (this fills in the rate)
Enter the quantity (minutes or units)
Select the service date
Choose the associated care plan
Set the status
Click Save
Changing Entry Status (NDIS only)
For NDIS clients, you can change an entry's status by clicking on the status badge. Select the new status from the dropdown. You will need to enter your password to confirm the change.
To change multiple entries at once, select them using the checkboxes, then click the "Actions" button and choose the new status.