PracSuite offers optional features designed to manage funding periods for NDIS patients through the existing Treatment Plan feature.
If you’re not familiar with NDIS funding periods, you can learn more on the NDIS website.
The Funding Period features allow you to:
Split a whole Treatment Plan into up to 12 individual funding periods
View and track invoiced amounts per funding period
Automatically roll over unused funds from earlier funding periods into later ones
Clearly see how much funding is available at the current point in time
Prevent new invoices from being generated when funding period or treatment plan limits have been reached
Include future appointments in calculations to provide forward predictions
Use the Treatment Plan Report to view the status of funding periods across multiple patients
Enabling NDIS Funding Periods
Funding periods must first be enabled at the system level:
Go to Settings > Billing
Enable NDIS Funding Periods on Treatment Plans
Once enabled, funding period management will be available on individual patient accounts.
Managing Funding Periods on a Patient File
To manage funding periods for a patient:
Open the Patient File
Go to the Accounts tab
Select Edit
Scroll down to the Treatment Plans section
Edit an existing plan, or
Select Add to create a new plan
Within the plan:
Tick Enable Funding Periods
Choose how many periods to split the plan into (between 2 and 12)
Enter the Start Date and End Date for each period
Set the Funding Limit for each period
Set an Alert Value – PracSuite will begin showing alerts once this value is reached
You also have the option to:
Prevent invoicing if plan or funding period limit has been reached
This ensures no new invoices can be created once the limit is reached
The Accounts tab of the patient file displays Treatment Plans with their Funding Periods.
In the example below, a yearly plan has been divided into four quarterly funding periods. Each period is shown in a different colour, making it easy to see how rollover amounts are carried from one period to the next.
Treatment Plan and Funding Period status also display in Treatment Plan alerts and at the bottom of the Invoice screen. These areas focus on the funding periods relevant to the dates of items added to that invoice.
Quickly Inserting Preconfigured Funding Periods onto a Patient Account
To speed up adding common funding period setups to patient accounts, you can create Default Treatment Plans. This allows you to quickly insert preconfigured settings (e.g., a default yearly plan with 4 funding periods, or one with 12).
When on the Accounts tab of a patient file, use the drop down menu next to the Add button to select which Default Account to add.
Reporting on Funding Period Status
To view funding period usage across multiple patients:
Go to Reports > Patients > Treatment Plans
Set Report Type to Funding Period
The report
