Extend Service Booking

Extend a Service Booking by editing the end date in Planability. Any updates made to Service Bookings in Planability will update the Service Booking in PRODA immediately.

Extend Service Booking End Dates

You can extend the end date of a Service Booking from the context menu in the top right corner of a service booking page

or from the ellipses buttons in the list of service bookings.

When extending the date, it simply needs to be on or before the plan end date.

For more information from the NDIS on this read: https://www.ndis.gov.au/providers/working-provider/connecting-participants/managing-service-bookings#ending-a-service-booking

How are rollovers handled in Planability?

If a plan is extended (or rolled over) the Plan Manager will receive an email notification of the change in the Plan.
If the Start and End Dates of the existing Service Booking match the Start and End Dates of the Plan, they will update automatically in Planability as soon as any transaction is added for that participant (as this will force a sync with PRODA).
The amounts of each Service Booking are not automatically updated and these need to be managed by editing the Service Bookings, changing the amount to a high value and then taking the correct value from the error message. 

 

Next Article: Edit a Service Booking