There are a number of tools that can be used after creating NDIS Plans and Quotes, and Approving their Budgets to help manage and update them.
Duplicate, Delete and Restore Plans
Both the Third Party report and Client's Plan Page allow you to Duplicate, Delete and Restore Plans.
1. From the Client's > Cases > Payers > View Plans section, click the Pages icon to Duplicate an existing plan.
2. When Duplicating a Plan with an attached Quote, you can choose whether to Include Quote. If included, all approver signatures will be removed in the duplicated copy.
3. If the Plan is yet to be finalised, you can Delete it by clicking the Bin icon, which will set it to inactive.
4. Deleted plans can be Restored by clicking the Restore icon in the Deleted Plans tab on the Client’s Plan Page.
Transferring Budgets
Both the Third Party report and Client's Plan Page allow you to transfer amounts between categories of an individual Budget.
1. From the Client's > Cases > Payers > View Plans section, click the Budget tab. This list includes Budgets for all Cases for the Client.
2. Click the Arrows icon on the right of the Budget to transfer an amount from that category.
3. Select a category to transfer the amount to, and either Type in an amount or use the slider to select a Percentage to transfer.
4. Click the Tick button to complete the Budget Transfer.
On the Third Party report clicking any of the Budget values will open a similar Budget Transfer window to the Plans page as detailed above.
The Third Party report also lets you Search and Sort by Status, Budget amounts, Client Names and more.