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plan management
Add a contact
Learn how to add a contact in splose, like a referrer,
plan
manager or guardian, and create your own contact types… A contact is a person or organisation you can link to a client, for example, a referrer,
plan
manager
Automate
managing
dual funding
This will be used for NDIA-managed invoices Create a case for
Plan
-managed billing:… on this case Select the
plan
manager as the invoice recipient for this case Utilise… invoices first: Select only invoices with a
plan
manager as the invoice recipient Process
Applying a Coupon Code to Your Subscription
Learn how to apply a coupon code when signing up for a yearly
plan
or switching from monthly to yearly billing… Coupon codes cannot be applied if you are already on an annual
plan
… A: The coupon code field only appears when your
plan
is set to Yearly
Set up invoice reminders
My client is getting invoice reminders that should go to their
plan
manager. How do I fix it?… If the
plan
manager wasn't set as Invoices To when the invoice was created, reminders go to the client… Set the
plan
manager as the client's Invoices To (associated) contact before you raise the invoice
Managing
your splose subscription
View your current
plan
… You’ll land on the General tab and see your splose
plan
… Coupon codes can't be applied if you're already on a yearly
plan
Set up and
manage
cases
For a clean,
plan
-by-
plan
audit trail, create a new case for the new
plan
with that plan's total budget… Viewing and
managing
a case… and "Funding Line B"), with independent hour tracking and utilisation alerts to ensure accurate
management
Set up invoice preferences and invoice templates
"Invoice to" title (optional) Shown when a third-party contact (like a
plan
manager) is set to… invoice templates manually on each invoice to match different billing scenarios- like private clients,
plan
-managed
Managing
clients in splose
How to
manage
client records and use associated contacts, custom fields, tags and cases in splose…
Managing
a client record… "NDIA-managed", "
Plan
-managed", "Medicare EPC", "Private" Program or stream - e.g
Create user groups
User groups enables filtered reporting and waitlist
management
by user groups… Using User Groups for Filtering & Waitlist
Management
… User groups allow you to group your users into different categories, making it easier to
manage
and assign
How to complete a standard data import in splose
NDIS
plan
start date The start date for the patient's NDIS
plan
2025-01-01 Must… be in YYYY-MM-DD format NDIS
plan
end date The end date for the patient's NDIS
plan
… Locations Practitioners Services Importing from another practice
management
