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 individual grant service agreement
- Create a service agreement to capture non-NDIS services for NDIS participants
- Create a block service agreement
- Create a block service agreement for DEX-reported funding
- Add a category to a service agreement
- Add a service line item to a service agreement
- Manually reconcile category funding balances on a rolled over service agreement
- Add a funded client to a block service agreement
- Generate a quote with Conga Composer
- Record a client's signed approval
- Set up multiple funding management sources for NDIS services
- Set up a service agreement to allow service delivery tracking before NDIA approval
- Change an existing NDIS service agreement
- Change an existing individual service agreement
- Roll over a service agreement to use similar categories and line items
- Cancel a service agreement
- Include transport on a service agreement
- Include travel on a service agreement
- Renewing Block Service Agreements
- Block service agreement - data relationship diagram
- Set up a service agreement to claim group supports
- Allow centre capital costs claiming on service agreements
- Allow centre capital costs claiming on sites