Set up service agreements
This section explains how to set up and edit the different types of service agreements, add categories and service line items, and make changes and roll agreements over.
- Introduction to setting up service agreements
- Create an NDIS service agreement
- Create an HCP service agreement
- Create an individual grant service agreement
- Create a block service agreement
- Set up a service agreement for a program that reports through DEX
- Create a service agreement to capture invoiceable non-NDIS services
- Add a category to a service agreement
- Add NDIS travel and transport allocations to a service agreement category
- Add a service agreement item to a service agreement
- Add a non face-to-face item to an NDIS service agreement
- Add a client to a block service agreement
- Add a CHSP funded client to a block service agreement
- Generate a draft quote for a service agreement
- Generate a quote for a service agreement
- Generate a quote with Conga Composer
- Record a client's signed approval
- Record a client's approval without a signature
- Automatically generate SD records from a service agreement
- Schedule funding for a SIL weekly service
- Set up multiple funding management sources for NDIS services
- Reconcile remaining support category balances on a rolled over service agreement
- Set up a service agreement to allow service delivery tracking before client approval
- Edit an existing NDIS, individual grant or other service agreement
- Roll over a service agreement to use similar categories and line items
- Cancel a service agreement
- Include transport on an NDIS service agreement
- Include travel on an NDIS service agreement
- Block service agreement - data relationship diagram
- Set up a service agreement to claim group supports
Manage fees and services for a client who has a home care package (HCP)
- Add a care activity to a planned service for an aged care client
- Schedule automatic service delivery on a planned service for an HCP client
- Add an account for an agency or brokerage
- Add a new agency or brokered planned service to an HCP client's goal achievement plan
- Add a new planned service to an existing HCP care plan and agreement