Set Up Costs and Monthly Plan Management fees are claimed automatically. Non PACE participants must have a Stated Item Standard Service Booking with budget available.
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After adding a Participant to Planability or when a new Plan is found, a Standard Service Booking for the Setup Costs (if available) and Monthly Fee will need to be created.
Claims for the Set Up Costs are generated and submitted from 6pm on the day the Stated Item Service Booking was created, or for PACE Participants - on the day their Plan was found in Planability.
The Monthly Plan Management fees are generated and submitted on either the 1st of each month or the last day of each month, depending on the agency setting.
Auto Monthly Invoicing is an Opt-In setting in the Participant Details. This field will be selected by default when adding a new Participant. You can edit the Participant details if this needs to be updated.
TIP: To confirm the Opt-In status for all participants, use Reports / Participant Records to generate and download a .csv file of the selected records.
Create a Service Booking for Plan Management Setup Costs & Monthly Fee
For detailed steps on how to create a service booking read Create Service Bookings
Current Plan Management Set Up Costs & Monthly Fee
NDIS Pricing Arrangements and Price Limits 2021-22 Version 1.6 (published 19/04/2022)
- Select the Participant and their Plan to navigate to the active Plan Summary page.
- Select Service Bookings > Create Booking
- Select Service Booking Type: Standard Booking: The Start and End Dates will default to the Start and End dates of the Plan and can be adjusted if required.
- Select Support Category 14. Improved Life Choices
- and Item No. 14_033_0127_8_3 (this will add the item as a Stated Item in the Service Booking)
- Enter the Unit Price $xxx.xx and Quantity: 1
- Click 'Add' to confirm
- To add the monthly Plan Management fees to the Service Booking click 'Add Line Item'
- Select Support Category 14. Improved Life Choices
- and Item No. 14_034_0127_8_3, Plan Management - Financial Administration. (this will add the item as a Stated Item in the Service Booking)
- Enter the Unit Price $xxx.xx and Quantity = number of months in the plan
- Click Add to confirm
- Select the checkbox to declare that this Service Booking has been discussed with and agreed by the participant.
- Click Submit
Claim for Plan Management Set Up Costs
Automation of Claim for Set up Costs
Claims for Set Up Costs will generate and submit automatically from 6pm (Australian Eastern time) on the day the Standard Service Booking for the Set Up Cost is created.
For PACE participants, Planability will attempt to claim the price limit for Set Up costs based on the Participant post code.
The claim is created using the following invoice number convention:
43xxxxxxx-SETUP-YYMM
eg: 430411288-SETUP-2308
If there is no available budget in the Service Booking (ie. if the claim has already been submitted manually), the automation will not run.
Exclude Claim for Set-up Costs
You can exlude a PACE Plan from the automated claiming of the set-up costs by marking the Cost as Claimed.
When you receive the New Plan Found notification and it is a PACE plan, you can Mark as Setup Cost Claimed
Navigate to Plans > All Plans and filter your list for PACE plans.
From the ellipses buttons to the right of the Plan, select Mark as Setup Cost Claimed. This will prevent the software from claiming.
NOTE: If the PACE Plan has a reassessment, Planability will not attempt to claim the Setup Fee again. Once the Setup Costs have been claimed on a Plan or Setup Costs Claimed is set to YES on a Plan, no further attempt to claim will be made.
If funding for the setup fee is included in the PACE reassessment budget, and the agency wishes to claim it, a claim will need to be created manually. The software will not automate the claim
Claim for Monthly Plan Management Fee
Planability will automatically generate and submit to NDIS the monthly claim for all active participants on the 1st day of the month
- for the current month
- the previous month
Claiming 1st day of the Month - Current Month
For Plan Management fee claims made for the current month, the service dates will be for ONE day only. They will show as:
Support Start Date: 1st/mm/yyyy
Support End Date: 1st/mm/yyyy
For Participants who join the agency after the monthly invoices have been generated, the Monthly Fee will need to be manually generated. This is actioned via Claims > Monthly Claims and is accessible to Director users and Plan Managers with elevated Agency Permission.
Claiming for the previous Month
For Plan Management fee claims made on the first day of the month for the previous month, the service dates will be for the full month:
Support Start Date: 1st/mm/yyyy
Support End Date: last/mm/yyyy
NOTE: If you would like to switch to have the automated claim of your Plan Management fees process on the last day of the month, please email support@credsys.com.au
See Monthly Claims for more information.