This article provides an introduction to the different types of service agreements. It also explains some of the information that's linked to a service agreement.
Service agreements are a key part of the system, so it's worth spending some time getting to know your way around them. They help you to keep track of your client's funding and the services your organisation has agreed to provide. They also summarise and link to other information, like services that have been delivered, goal achievement plans and service requests.
This article explains:
- the different types of agreements
- categories and service line items
- what's linked under related lists, and
- where to go next to find out more.
Types of agreements
The type of service agreement you select will affect what services you can claim and how you add clients to the agreement. There are two broad types of agreement, individual and block.
Individual service agreements can be created from a client's contact record. There are three types of individual service agreements.
|NDIS||For services funded under the National Disability Insurance Scheme (NDIS). Funding can be claimed from the NDIA, client or a registered plan manager.|
|Individual Grant||For services funded through an individual grant that has funding allocated to the client.|
|Other||For services a client pays for themselves.|
NDIA funded services have strict policies around things like rates, travel, transport and cancellations. The system has been set up to help you to claim within those policies.
Block service agreements are created from the service agreements page. They are used for funding where your organisation receives a lump sum to support multiple clients.
Service agreement items
Service agreement items are made up of support categories and service line items. Once you've created a service agreement, you'll need to add categories so that you can deliver and claim for services. You may also choose to indicate specific service line items within those categories.
Under related lists, you can quickly access links to service delivery records, goal achievement plans, outstanding activities and service requests. This tab helps you keep track of your client's progress and how much funding they've used.
Now that you've got a bit of an idea about service agreements, the next step is to look at the type of agreement you need.
Find out how to create:
Links at the end of each article will guide you to the next steps.