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Prepare Service Agreements
Prepare Service Agreements

How to use form templates and the calculation field to prepare and send NDIS Service Agreements.

Updated over a week ago


This guide, the terms associated with the service agreements (Splose Terms) and the Splose “service agreement” feature as described within this guide (Feature) are the sole and exclusive property of Splose Pty Ltd ACN 614 286 636 (Splose). You may not redistribute, make public or otherwise use for commercial purposes this document, any Splose Terms or any content relating to the Feature, without Splose’s consent, and your use of the same shall always be in accordance with the Splose Terms of Service. Splose is not a legal service provider. The Feature and the scope of Splose’s services relating to the Feature, are confined exclusively to the population of documents through the Splose platform. The Splose Terms are general in nature only and have not been tailored to meet your individual needs. You should not rely on this guide, the Splose Terms or any material associated with the Feature as legal or other professional advice. You must review the Splose Terms to ensure they meet your individual needs. You must obtain your own independent legal and other professional advice before using the Feature and/or the Splose Terms. Splose is not liable for any loss you (and/or others) may sustain in connection with the use of the Feature or the Splose Terms.

Create and modify your Service Agreement template

Go to Settings, Form templates and click New template

You can preview the Service agreement template, then click Select.

Modify the standard terms and conditions to suit your needs and your client's requirements. This template should form the standard template used for all clients.

Once a template is created, it is expected you would use this for your clients.

The tailored supports and fees can be customised by using the calculation field. The calculation field lets you embed a Schedule of Supports/Fee Schedule into your form template.

You should add all of the possible services and descriptions to the Schedule of Supports by creating new rows.

You can then tailor the Schedule of Supports on an individual participant level by adding, removing and editing each item line when preparing an agreement.

Customising the Schedule of Supports for each client

Go to a client record and click + New form. Select the Service agreement template, select a related appointment (if any) and choose to pre-fill client details and click Create.

Once created, click View to open the form.

Scroll to the Schedule of Supports feature and click the "Edit" icon.

The Schedule of Supports will be displayed, allowing you to add, update and delete rows and information. You can edit all aspects of this, including the text, hours, price, and headings as well as add and remove rows.

Once you have tailored the Schedule of Supports, click Save and the updates will be reflected on the form immediately.

Click "Open in new tab" to see the form that the client will complete.

You will notice that the Schedule of Supports can not be edited and instead shows as "read-only", meaning clients can simply read, complete and submit the form.

That's it!

You can Open in a new tab and complete the Service Agreement with the client, or simply click Email form to send the client (or contact) the form to complete.

Once the form is completed, it will be marked as Completed.

You can then download a PDF copy and email it to the client or contact for their records.

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