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
- Add a CHSP funded client to a block service agreement
- 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 non-NDIS services for NDIS participants
- Add a category to a service agreement
- Add a service line item to a service agreement
- Add a 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
- Calculate funding and schedule automatic service delivery
- Schedule funding for a SIL weekly service
- Set up multiple funding management sources for NDIS services
- Manually reconcile category funding balances on a rolled over service agreement
- 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
- Block service agreement - data relationship diagram
- Set up a service agreement to claim group supports
- Allow centre capital costs claiming on service agreements
Manage fees and services for a client who has a home care package (HCP)
- 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
- Add transfer details to an existing home care package (HCP) budget
- Change an existing client's home care package (HCP) level