If you are ending services for a Participant there are some steps you can take in Planability to manage the process.
You won't need to notify us of any offboarding participants, however there are a few steps you'll need to take within Planability for them with the last step being to archive them.
Reports and statements should be generated/exported before ending any Service Bookings and archiving the Participant.
- Review all claims
- Download Dashboard Menu Reports
- Download Participant Profile Menu Reports
- Generate Statement
- Non-PACE - End Service Bookings
- Archive Participant in Planability
Review All Claims
- Do not send invoices for approval a day or two before ending your services.
- Ensure all claims have been finalised.
- Check in ‘Claims for Review’.
- Ensure there are no pending Claims.
Download and Save Reports
Before ending any service bookings and archiving a participant, we suggest reviewing claims and downloading reports.
Most listing pages within Planability are able to be exported to CSV via the Export CSV icon:
While optional, we recommend exporting the following data for any offboarding participants.
Dashboard Menu Reports
- Plan Summary Report
- Service Bookings > Search Participant > Download CSV
- Service Agreements > Search Participant > Download CSV
- Claims > All Claims > Search Participant > Download CSV
- Plans > All Plans > Search Participant > Download CSV
- Notes & Documents > Search Participant > Download CSV
- Reports > Participant Records > Download CSV
- Reports > Statements > Search Participant > Download CSV
- Reports > Claim Line Report > Search Participant > Download CSV
Participant Profile Menu Reports (per plan)
- Plan Summary > Export as PDF
- NDIS Budget vs Actual > Export as PDF
- Budget Forecast > Export as PDF or Download as CSV
Statements
If you would like to send an outgoing statement to the Participants, you can generate one using the steps on this article: Statements. You'll need to do this before ending any Service Bookings (non-PACE) because when you end a Service Booking you will likely be reducing the balance to $0.00 remaining budget. A Statement generated at this point will show 100% spend in the category.
Non-PACE - End Service Bookings
If the Participants are on non-PACE plans, you will need to end any Service Bookings (we would recommend doing this much closer to or on the offboarding date). Instructions on this are available here: End Service Booking.
Archive the Participant
Once you have ended your services with the Participant, you should archive them. Steps on this are available here: Archive Participant.