Creating and allocating an NDIS Financial Plan Management (FPM) Contact
In order for a Client's NDIS Direct Funding record to be set up for the Invoices generated for the Services they have received under the NDIS and issued to a third-party Financial Plan Management (FPM) organisation (commonly known as a 'Plan Manager' under the NDIS) correctly, the organisation must first be set up as a Contact in SupportAbility.
The following video steps through this also: Creating an NDIS Financial Plan Management (FPM) Contact and can be accessed via this link or from the NDIS Direct Client Funding section in the Funding tab of the Learning Centre:
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 default NDIA Contact record
- How to create an NDIS Financial Plan Management (FPM) record
- Setting the Financial Plan Manager in the Client's NDIS Direct Funding record
- Reviewing Invoices generated for the Financial Plan Manager
The default NDIA Contact record
A Contact record for the NDIA is included in all SupportAbility installations by default:
The NDIA is the default Financial Plan Manager for each Client's NDIS Direct Funding record:
IMPORTANT: This configuration is critical for NDIA-managed Funding as the default NDIA Contact record is hardcoded into the NDIS workflow and allows Bulk Payment Requests to be generated.
However, in cases where the Client has a Plan Manager this may be changed for all or part of their NDIS Supports as required once the applicable Financial Plan Management Contact records have been created:
How to create a Financial Plan Management (FPM) Contact
To create a Financial Plan Management Contact in SupportAbility, select the '+' icon for 'Contacts' from the Dashboard menu:
A new 'Contact' record will open.
Complete the following on the 'Contact Details' tab:
- Under the 'Contact Details' section, enter the Company Name, Address, and any other applicable details regarding the organisation
- Under the Financials section, indicate that the contact is a Plan Manager by selecting the 'NDIS Financial Plan Management' checkbox
- Select 'Save Contact'
Setting the Financial Plan Manager in the Client's NDIS Direct Funding record
When creating the Client's NDIS Direct Funding record, the default Plan Manager is set to the NDIA, however, the default may be changed, or per NDIS Support as required.
To change the Financial Plan Manager, select the 'Change' button:
This will open the Change Financial Plan Manager window:
When the 'Financial Plan Manager' drop-down menu is selected:
The appropriate Plan Manager may be selected by clicking the 'Change' button:
This now configures the default Financial Plan Manager, or for the relevant NDIS Support if 'Change' has been selected at the NDIS Support level. For example:
All Invoices for any Activities that the Client participates in where NDIS Supports have been allocated following this configuration being saved will now be directed to this Plan Manager:
Reviewing Invoices sent to NDIS Financial Plan Management Contacts
Once Invoices have been generated for any NDIS Financial Plan Management Contacts, they will appear in the Funding tab of the Contact record and can be accessed by selecting the 'here' link in the blue section at the top:
Direct Invoices are also displayed in the Client's Funding tab:
N.B. Staff require the 'View Financial Information' privilege to access this information.