Client Funding Search
The purpose of the Client Funding Search Report (available from version 4.21 of SupportAbility) is to give providers the facility to search Client Funding records in order to assist with the various facets involved in their management.
Staff must have the 'View Financial Information' Staff Account privilege to run this report. The results listed are based on the Client records the Staff member has access to.
Audience: Authorised Representatives, Finance Team, Operations Management, Team Leaders, and anyone tasked with working with Client Funding records.
The following list summarises the content within this article. Click on the links below to take you to the relevant sections:
The Client Funding Search report is available from the Reports menu:
In the Funding Reports section:
The following search criteria can be entered to find specific Client Funding records:
Funding Start Date
The From and/or To Date in relation to the Funding Start Date can be entered here. This searches for any Client Funding records which commenced from, before, or within this date range.
For example, if you need to search for Client Funding records that commenced in the month of June and July, the following could be entered:
This will generate a list of each Client Funding record that commenced (has a Start Date) within this date range.
Funding End Date
The From and/or To Date in relation to the Funding End Date can be entered here. This searches for any Client Funding records which finished from, before, or within this date range.
Similar to the Start Date search, entering a date here will generate a list of each Client Funding record that finishes (has an End Date) from, to or within the selected dates.
This is useful if you wish to locate Client Funding records that end within a specific period e.g. the current month, to find out more information regarding the Client's NDIS Plan review.
The ability to add Tags to Client Funding records was introduced in upgrade to version 5.4. Once Tags have been applied to Client Funding records, they can be found via the addition of the Tags criteria in the Client Funding search:
Providers who deliver Temporary Transformation Payment (TTP) applicable supports may configure this setting in NDIS Direct Client Funding records as required. This search criterion allows you to locate these records by the status of this configuration:
Two types of NDIS Client Funding have been introduced with the upgrade to v6.0, Direct and Plan Managed. N.B. Plan Managed Client Funding is only applicable to providers of NDIS Financial Plan Management Services:
Your organisation's active Funding Types are displayed here and are available to select from via multi-select and include All or None buttons.
This criteria allows you to search for Client Funding records of a specific type e.g. NDIS:
Your organisation's active Services are displayed here and are available to select from via multi-select and include All or None buttons.
This criteria allows you to search for Client Funding records for Clients who participate in this specific Service.
Your organisation's active Sites are displayed here and are available to select from via multi-select and include All or None.
This criteria allows you to search for Client Funding records for Clients who participate in this specific Site.
The Client Funding Search Result is comprised of the following sortable columns:
- Funding Name - including a target and link to the record
- Client - including a link to the Client record
- Funding Type
- From Date
- To Date
- Total Budget - total value of the Client's NDIS Support Budgets, and
- Total Fees - total value of the Client's Plan Managed Fees (where applicable)
- N.B. This is only relevant for providers of Financial Plan Management Services
The default sort order is by Client Funding From Date and then Client:
A new search can be applied by selecting Start New Search at the bottom of the list results e.g:
Print or Export
The search results can be printed by selecting the Print menu at the top right hand side of the search results e.g:
The search results can be exported by selecting the Actions menu at the top right hand side of the search results e.g: