After a review, a PACE plan has a new funding period with a new funding allocation. The previous period (original start date up to the new start date) is the historical period.
You can view the Historical budget in the NDIS My Provider Portal.
In Planability you can see the original PACE Start Date and the new Period of the Plan with the current funding allocation.
As soon as a PACE Plan is reviewed, the NDIS update the budget information sent to Planability with the new funding allocation. The previous funding (the historical budget) is not currently available via the NDIS API's and as such cannot be viewed in Planability.
In the example below, Lou's Plan has had a review so a new period of funding began on 14/12/2023. The PACE plan originally started on the 19/10/2023 and this is recorded in Planability:
If you need to claim for services or supports provided in the original period 19/10/2023 - 13/12/2023 you can do that in Planability. Create the claim as usual under the current PACE Plan. Any portion of the claim that falls into the historical period will claim from that historical budget and does not affect the remaining balance shown in Planability.
Create a Claim for Supports or Services provided during the historical period of a PACE Plan
Create a claim for the participant under their PACE plan, if the support dates fall into the historical budget period the available budget will show as Unknown, but the software will allow you to create the claim and will draw from the budget allocation for that initial period.
Currently the NDIS are unable to share the historical budget information and because of this we cannot display or validate the available budget when creating a claim. The budget will show as (Budget Unknown).
Create the claim line as usual.
What if supports / Services were provided in both the historical and current periods?
If supports are provided over a date range that crosses over both the historical and current periods, you will need to split the claim line - one line for the historical budget and one for the current. They draw from different buckets of funding so cannot be merged under one line item.