Supporting activities is a tool to help you record NDIS information for client support activities, including support category, item name, item number, description, duration of the support activity, unit, price, associated files and the support worker. While mainly intended for recording NDIS information for participants, supporting activities can also be used to track time, files and information about a particular billable activity, which is useful for case managers working on workers compensation claims.
This help guide will cover:
- Creating a supporting activity
- Fields in a supporting activity
- How to invoice for a supporting activity
- The status of a supporting activity
Creating a supporting activity
Firstly, you'll need to set up supporting activity types. This is where you set up support categories, support item names and pricing information.
Once created, search for a client and then go to the supporting activities tab, then + New supporting activity.
Here, you can select from the supporting activity types, and complete the information such as the duration of the activity and start date and time.
You may also want to add a description of the supporting activity for record-keeping purposes and attach and files and documents to the activity.
The cost summary will be automatically calculated based on the duration of the activity and the settings.
Once you create the supporting activity, you will be able to invoice for the supporting activity, edit it or archive it.
You can also view files attached to the supporting activity right from the same page.
A supporting activity can have three statuses: unallocated, invoiced or paid.
You can add supporting activities to a case to keep track of them for a client and set a budget to manage a client's funding towards a number of supporting activities.