Plan Management
User Guides and support articles for Plan Managers, including Getting Started in Planability and how to Create Claims.
Service Bookings
Service Agreements
Claims
- Create Claims - overview
- Create Claims: Bulk Scanning
- Create Claims: Mailbox Ingestion
- Create Claim: Individual Claim
- Create a Claim: Reimbursement
- Create Claims - csv import
- Hold for Review / Claims for Review
- Claim Line Warnings and Alerts
- How do I select a Service Booking when creating a claim?
- Create a Claim on Historical Budget - PACE Plans
- How do we claim when an invoice spans two Plans or two PACE periods?
- Rounding on Claim lines
- Flexible budgets on PACE - Core Supports
- Request approval of a Claim
- Claiming multiple lines with the same support code
- Review Claim before submitting
- Submit Claim
- Batch Claims
- Cancel a Support Item or Claim
- Claims with Issues
- Why are there claims in Override Claims?
- How do we claim when an invoice spans two price catalogues?
- Monthly Claims - Plan Management Fees
- Adjusting Monthly Fee Claims
- Claims with multiple dates for Short Term Accommodation
- NDIS Support Item codes for Group and Centre Based Supports
Payments
Plans
Participants
- Onboard a Participant
- Add a New Participant
- Participant Details Page
- Update Participant last name or DOB
- When will my participant receive their Welcome to Planability email?
- List Active Participants
- Notes and Alerts
- Select a Participant to view their Plan
- Send Plan Reports by Post
- Archive Participant
- Offboard a Participant - Steps in Planability
Providers
User Management
- User Roles and Permissions
- Create User - Plan Manager or Director
- Plan Manager - Assign Participants
- Add and Associate Support Coordinators
- Add and Associate Carers
- Update Support Coordinator or Carer Permissions
- Two-Factor Authentication (2FA)
- Invalid / forgot Username or Password
- Archive a Plan Manager
- Resend Welcome Email to a Carer or Support Coordinator