This article explains how to add a new service for inclusion on block funded service agreements and individual service agreements other than those funded by the NDIA.
NDIS services are created when NDIS rates are added to the system. You generally shouldn't need to create new NDIS services for claiming.
To add a new service:
- Click on the App Launcher.
- Click in the Search apps and items... field.
- Type services.
- Click on the Services text link.
- This will open a list of services. Click on the New button.
- Click on the Other radio button and then click Next.
- Fill in the Service Name field and any other relevant fields in the rest of the form. The service name is the only mandatory field. Other fields will depend on the type of funding that will be used to claim the service.
Putting a tick in the Prevent Apportioning checkbox will stop users from being able to apportion this service when it is delivered as part of a group session.
- Click on the Save button.
Putting a tick in the Service is Ad hoc only checkbox will make a service available for claiming without an agreement as an ad hoc service delivery. However, it will prevent the service from being available for service agreements. You'll need to duplicate services if they are to be used with and without service agreements.
Your new service will need to be linked to a site and have a rate to appear on a service agreement, service delivery entry screen or the sessions calendar. Find out how to link a service to a site and how to add a new rate to a service.
|Service is Ad hoc only||Allows the service to be claimed without a service agreement. However, the service will not be able to be included on service agreements.|
|Prevent Apportioning||Prevents the service from being apportioned among multiple participants if delivered to a group.|
|Service Type||To select options from this list, click on the option under Available and click on the arrow to move the option into the Chosen list.|
|Quote Required||Tick this checkbox if a quote is required for this service.|
|Service GL Code||The general ledger (GL) code for the service, which should correspond to the code used in your financial system.|
|Other Claim Code||To select options from this list, click on the option under Available and click on the arrow to move the option into the Chosen list.|
|Support Item Code||This field can be skipped as it is specific to NDIS service agreements.|
|Frequency||This section includes options for setting the frequency of the service delivery.|
|NMDS Information||This section includes fields to capture information to meet national minimum data set (NMDS) reporting requirements and checkboxes for including this information in extracts.|
|QDC Information||This section includes a checkbox for the inclusion of quarterly data collection (QDC) information in extracts.|
|HACC Information||This section includes a picklist that enables the selection of a Home and Community Care (HACC) assistance type for inclusion in the extract.|
|DEX Information||To ensure successful DEX extracts, you will need to add the DEX Service Type Id.|
The fields displayed in your environment may be different, depending on how it has been set up and what types of funding you typically claim from.