We've implemented a process for Plan discovery when NDIS is not showing it in their standard APIs.
When a participant is first added to Planability and we connect with PRODA, the NDIS API will send a maximum of two plans to the software - the current plan and the previous plan.
If there are older plans that you wish to have access to view from Planability, we can search for these "missing plans".
This feature applies to both PACE and non-PACE participants.
- First select the Participant's current plan
- Click Switch Plan in the left menu to display the available plans
- Click Missing a Plan?
this will take you to the Add Plans section. Here, you will see 3 sections.
- Existing Plans - these are already in Planability
- New NDIS Plans - these should be where we can discover plans through NDIS APIs, which will most likely be new ones.
- Previous Plans - these we are getting only the Plan ID from a list of service bookings. If you click the green plus on the right side, you can then find more about the service bookings to add the start and end date of the plan (assuming the SB's dates are the same as the plan's.)
There is a screenshot below.
Please note that when a PACE Plan is reviewed a new Plan is not created, instead, a new funding period is established on the same Plan.
This is shown as below - with a PACE start date (the original start date of the PACE Plan) and a new Start Date for the new funding period.
If you need to claim for services provided prior to the new Start Date you can create the claim selecting the PACE plan, and the claim will draw from the correct funding period.