How to create a Funding Plan record
SupportAbility v9.8 introduces an enhanced Funding Plan record, providing a dedicated page to view and manage all Funding Periods linked to a Funding Plan, along with additional Funding Plan details.
This article explains how to create and use a Funding Plan record, including how to view linked Funding Periods, add new Funding Period records, and how to manage existing records.
Summary
The following list summarises the content of this article:
Creating a Funding Plan Record
The Funding Plan record is created on the Funding tab within a Client record.
As of v9.8, Funding Plans are now displayed as selectable records and contain more information.
To view the information within, select the Funding Plan name to open the Funding Plan record:
The Funding Plan record allows for relevant Client Documents to be linked, Notes to be added, and displays a summary of all linked Funding Period records, organised by Funding Component in ascending order.
Funding Plan Details
The Funding Plan record now includes a Funding Plan Details section that lets you link key client documents and add notes relevant to the participant's NDIS Plan or Service Agreement.
Linked Documents
Three document fields are available for linking relevant files to the Funding Plan record, which have already been uploaded to the Client's Documents tab:
- NDIS Plan – for attaching the participant's current NDIS Plan
- Service Agreement – for attaching the relevant Service Agreement
- Other – for any other relevant documentation
Notes
A Notes field is available to record any relevant information about the Funding Plan.
Funding Periods
The Funding Plan record displays all linked Funding Periods, grouped by Funding Component in separate sections in ascending order.
Each Funding Period is displayed with the same funding information as shown in the Funding tab, with the Sequence Number displayed in place of Funding Type.
Adding a Funding Period from the Funding Plan Record
New Funding Periods can be created directly from within the Funding Plan record, and will be automatically linked to the Funding Plan.
Select Add within the relevant Funding Component section to create a new Funding Period:
N.B. Funding Period records can also be created by adding a new 'PACE Direct Client Funding' record from the 'Direct Client Funding' section, and configuring it as a 'Funding Period' record. When linked to a Funding Plan record it will then be accessible from the linked Funding Plan record.
For more information on configuring Funding Period records, please see the Managing Funding Plans and Client Funding Periods article linked below.
Deleting Funding Periods
Funding Period records can be deleted from the Funding Plan record using the Bulk Actions menu.
To delete one or more Funding Period records:
- Select the checkbox next to the Funding Period records you wish to delete within the relevant Funding Component section
- Select Bulk Actions
- Select Delete
N.B. Deleting a Funding Period record is permanent and cannot be undone. Please ensure you have selected the correct records before confirming deletion.
What's coming next?
Future releases will include:
- Links between replicated Funding Periods and the original record
- Increased replication limits to support longer NDIS Plans
- Manual editing of replication dates where required
- Ability to search for Funding Period records and see which Funding Plan they're linked to
- Tags on Funding Plan records