Client Funding Search
The purpose of the Client Funding Search (available from version 4.21 of SupportAbility) is to give providers the facility to search client funding plans 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 available to staff are based on the client records the staff member has access to.
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 funding plans.
Funding Start Date
The From and To date range of funding commencement dates can be entered here.
For example, if you need to search for all of the funding plans that commenced in the month of June and July you could enter the following:
This will generate a list of each funding plan that commenced (has a From date) within this date range.
Funding End Date
The from and to date range of funding end dates can be entered here.
Similar to the start date search, entering a date range here will generate a list of each funding plan that finishes (has a To date) within this date range.
This is useful if you wish to locate Funding plans that end within a specific period e.g. the current month, to find out how any progress of the Client's Plan Review.
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 plans 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 plans 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 buttons.
This criteria allows you to search for client funding plans for clients who participate in this specific site.
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:
The Client Funding Search Result is comprised of the following sortable columns:
- Funding Name - including a target and link to the funding plan
- Client - including a link to the client record
- Funding Type
- From Date
- To Date, and
- Total Value - total value of the client's funding plan as listed in the Funding Financials section of the client's funding plan. The Total Plan Value is comprised of the sum of the Total Value of any NDIS Support Categories added, along with the Total Value of any NDIS Support Items added (outside of any added Support Categories).
The default sort order is by client funding From date and then Client e.g:
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:
Are there future plans to expand on this feature?
Yes! The following development items are underway and include:
- Rebuilding the client funding plan record
- Building client funding utilisation statistics, summary and detail
We're currently working on the client funding rebuild which is a major development exercise. Following this, we'll be starting on the utilisation functionality. From here, we'll be able to start on overspend warnings. Please review the SupportAbility Roadmap article for more information.