Set up multiple funding management sources for NDIS services

This article explains how to set up NDIS service agreements to claim from multiple funding management sources.

To claim NDIS services from multiple sources on a service agreement, you need to be able to set the funding management source on each service agreement item. A system administrator can enable this by applying the Lumary setting for service agreement item funding management.

Once this setting has been applied, a Funding Management picklist field appears in the Service Details section of the New Service Agreement Item form. Selections made using this field can override the service agreement and category-level funding management settings.

To set up services with multiple funding management sources:

1. Create an NDIS service agreement.
2. Create a category.
3. Add a service agreement item.
4. When you're adding your service agreement item, in the Service Details section you should see a Funding Management picklist. Use this field to select the funding management source for this service.
5. Once you've added all the details of your service agreement item, click on the Save button.