Enter a Service Agreement between a Participant and a Service Provider. The Service Agreement will facilitate the use of an allocated budget for one or more Support Categories and Support Items.
For more information about Service Agreements go to: Service Agreements
To create a new Service Agreement you will first need to select the Participant and their Plan.
You will now be working at the Participant and Plan level. The Participant details will display at the top left of the menu.
- Select Service Agreements from the Dashboard or 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.
- If there are existing invoices which can be applied to this agreement select the declaration checkbox.
- Click Add Item
- Select the Support Category
- Enter the amount.
Continue adding Item details 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, click 'Assign Claims'. This will display any invoices for this Provider with claim lines that match the services in the Agreement.
The budget will sync with PRODA and update in Planability. You can view this via the NDIS Budget link in the menu, or NDIS Budget Summary on the Participant Dashboard.
