People

NDIS Funding Plans

Client profile → Overview7 steps

The money. A plan holds the price book, the total budget and the period; service lines inside it hold the budget per category. Every shift is billed against a line, and the line is what runs out.

Step by step

1
Open the participant and scroll to NDIS Funding Plans.
2
Click + New plan.
3
Set the plan period and the total budget, and pick the price book the plan is priced from.
4
Add service-line budgets — a figure per support category — so each service automatically bills against the right budget.
5
Save. The Fund Balance at the top of the profile now reflects it.
6
Use Other funds (not in a plan) for money that sits outside an NDIS plan, such as a private arrangement or a separate program.
7
Come back here when a plan is renewed rather than editing the old one, so the history of what was funded when is kept.

The screen

NDIS Funding Plans in Rostery — NDIS Funding Plans as it appears in Rostery.

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