This article explains how to set up a service agreement for claiming NDIS services. It replaces the previous Service Agreement Setup article. Steps for setting up an Individual or Other type of service agreement are provided in a separate Create an individual grant or other type of service agreement article.
NDIS service agreements use the rates set by the NDIA. Changes to NDIS rates are usually applied using a bulk upload.
NDIS service agreements are created from the client's contact record. To create an NDIS service agreement:
- Go to the Contacts tab.
- Navigate to your client. You may need to click on the Recently Viewed drop-down list and select All Clients.
- To complete the creation of your service agreement, your client's record will need to include their NDIS Number. Check under the Details tab and make sure the NDIS Number field has been completed.
If your client's contact record doesn't include a details panel or NDIS Number field, they may need to be converted from an intake to a client.
- If the NDIS Number field is empty, click on the Edit button at the top of the record.
- Type the client's number into the NDIS Number field and click on the Save button.
- A client's service agreements are listed under the Contracts tab. Click on the Contracts tab, you may need to click on the More drop-down list to find it.
- Scroll down to the Individual Service Agreements section.
- Click on the New button.
- Click on the Funding Type drop-down list and select NDIS.
- Use the calendars to set the Start Date and the End Date. These should match the dates on the participant's NDIS plan.
- The Contract Number and Notes fields are optional.
- In the Funding Information section, click in the Total Allocation Limit field. This is a required field for NDIS service agreements.
- Type your client's allocation limit.
- You can use the Service Agreement Overclaim field to affect what happens when service deliveries are added that will cause the agreement to exceed the allocation limit. By default, this is set to Warn. Setting this to Prevent is the safest way to prevent overclaims.
|Prevent||The user will receive an error when attempting to add a service delivery that will exceed the total allocation limit of the agreement.|
|Warn||The user will receive a warning when delivering services over the total allocation limit of the agreement.|
|Allow||Services can be delivered over the total allocation limit of the agreement.|
- Use the Funding Management field to set how the client's funding is managed. To generate extracts for submission to the NDIS, this field should be set to NDIA.
- In the Additional Information section, you can specify how transport is claimed from the participant's service agreement by selecting an option from the Participant Travel Claiming drop-down list.
- In the Booking Details section, you can link the service agreement to an existing or new service booking. Click in the Service Booking field. Recent bookings will be listed. To search for a booking, start typing the booking number then click on the relevant booking. To create a new service booking record, click on + Add New Service Booking.
- You can then populate the Create Service Booking form. The mandatory fields are marked with a * red asterisk and reflect the details of your service booking with the NDIA:
- Service Booking Number
- Booking Created Date
- Service Booking Start Date
- Service Booking End Date
- Click on the Save button to create the service booking.
- Then click on the Save button to create the service agreement.