Enter a Service Agreement in Planability to hold the agreed amount for a provider in the participants budget.
Table of Contents:
Create a Service Agreement
Assign Claims to the Service Agreement
Service Agreements are a Planability feature which allows you to quarantine funding in one or more categories of a Plan for a Provider. Service Agreements do not currently limit spending to the allocated amount, but there are some optional Service Agreement warning emails that can be enabled on your account which are sent to Plan Managers and Directors.
Coming Soon: The Service Agreement feature is currently undergoing a major redevelopment which will offer additional functionality and control for the Plan Manager. Originally scheduled for release at the end of August 2024, the availability of new PACE Historical Budgets API's from NDIA has provided an opportunity to enhance our delivery with this additional functionality.
Create a Service Agreement
To create a new Service Agreement you will first need to select the Participant's NDIS Plan.
- Select Service Agreements > Create Agreement from the menu.
- Enter the Provider name.
- The Start and End dates will default to the Plan Start and End Dates. Edit if required.
- 'Allow the available budget to be exceeded'. If there are existing invoices in Planability relating to this Service Agreement, you can select this checkbox to create the Agreement at it's starting value. The checkbox will allow you to allocate more than is currently available in a category (up to the approved budget or Service Booking amount), as you will be retrospectively assigning claims to the budget and drawing from the allocated amount.
- Click Add Item
- Select the Support Category
- Enter the amount.
Continue adding Item's to quarantine funding in another category as required.
Whilst still creating the Service Agreement you can edit or delete a line item by clicking on the ellipses buttons to the right.
Click Save to continue
The Service Agreement Details page will display the added services. You can edit, add notes or upload documents from this view.
Assign Claims
To assign previously entered claims to this Service Agreement, select the Assigned Claims tab.
This will display any invoices for this Provider with claim lines that match the Service Agreement (date range and support category).
The remaining balance of the Service Agreement will update. You can view this in the Service Agreement details and in the Budget report.
If you have missed assigning a claim to an agreement during the claim creation stage, you can assign it at any time using the above steps.