Deliver services
This section explains how to record the delivery of services using a range of service delivery entry approaches.
- Introduction to service delivered records
- Find a service delivered record
- Create a service delivered record manually for a service agreement item
- Use ad hoc services for services without a service agreement
- Create a service delivered record for a service without an agreement
- Create a manual service delivered record in the past
- Create a service delivered record from a session record
- Create a service delivered record from a task
- Edit or delete a service delivered record before extracting or invoicing
- Checklist for editing service delivered (SD) records from the Service Delivery Entry screen
- Cancel an NDIS service without a session
- Capture NDIA reporting
- Capture non face-to-face (NF2F) services
- Claim centre capital costs through the sessions calendar
- Create a service delivered record for DEX-reported funding for a single client
- Edit a service delivery entry to include centre capital costs
- Claim centre capital costs through the service delivery entry screen
- Create service delivered records for DEX-reported funding for a group of clients
- Apportion group services through the service delivery entry screen
Create travel and transport service delivered records
- Create a service delivered record for travel and/or transport from the Service Delivery Entry tab
- Capture travel in the Service Delivery Entry screen
- Capture travel or activity based transport for a service that has already been claimed
- Capture activity based transport in the Service Delivery Entry screen
- Capture general and specialised transport costs