Enter a Service Agreement in Planability to hold the agreed amount for a provider in the participants current budget.
Table of Contents:
Create a Service Agreement
Assign Claims to the Service Agreement
Service Agreements are a feature of Planability that enables you to set aside funds within specific categories of a Plan for a Provider.
If Service Agreements are mandatory they will limit spending to the allocated amount.
If Service Agreements are optional, they will not restrict spending to the allocated amount, enabling claims to be made as long as there is available budget.
There are some optional Service Agreement warning emails that can be enabled on your account which are sent to Plan Managers and Directors.
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.
- Click Next
- Click Add Item
- Select the Support Category from the available pull down options
- For more specific fund allocation, set aside funds for a support item by selecting an Item code. (optional)
The calculations at the top of the window show the maximum amount allocatable to this Service Agreement line.
Total Budget: the budget approved for the category, or Core Flexible budget (if a Core category is selected in PACE)
SA Allocated: the amount already allocated to a Service Agreement
SA Unallocated: the amount not allocated to a Service Agreement
Spend: the sum of claims in this category (or PACE Core)
Remaining: the remaining balance (Total Budget - Spend)
Max Allocatable: the maximum amount that can be allocated to the Service Agreement line. (Total Budget - SA Allocated - Spend with other Providers). Any claim amount for the provider will be considered allocatable.
- Enter the Contract amount.
The Contract Amount is the total value of the Service Agreement item for this provider.
If the Service Agreement has been active and services have already been claimed outside of Planability, (the claims have not been submitted via Planability) you can input the total Contract Amount. Next, enter the amount that has already been claimed - the External Spent Amount. The Total Amount will calculate to show the current balance that needs to be set aside.
Continue adding Items to quarantine funding as required.
Items can be added either at the category level or for a specific item number. You may include multiple lines; however, entering the same category or item with overlapping start and end dates is not permitted.
Whilst still creating the Service Agreement you can edit or delete a line item by clicking on the ellipses buttons to the right.
When all Items have been added click 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.
When creating new claims, claim lines will be automatically assigned to the Service Agreement if they match the Service Agreement line item(s)
This will display any invoices for this Provider with claim lines that match the Service Agreement (date range and support category).
Until the claim line is submitted and claimed, the claim amount will show as pending. The Remaining amount will reduce by the claim amount.
The pending amount and remaining balance will display in the Budget:
See: Service Agreements - Agency Settings; and
View Service Agreements