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This is a Astalty Premium feature.
In Astalty you can create 2 different types of Budgets;
Internal Budgets
These should be used when you need to calculate the cost of a service you will be delivering to the Participant
External Budgets
These should be used when you'd like to calculate the cost of supports that another Provider will be delivering
To create a budget, navigate to the Participant you'd like to calculate the budget for and click on the Budgets page in the sub-menu.
Then, click on Create Budget
When creating a Budget, you'll need to enter a name for the budget - this should be short but descriptive.
You can choose between an Internal Budget and an External Budget.
Use an Internal Budget if you will be delivering the Service.
You will be able to use Charge Items to create the Budget
You will be able to create a Service from the Budget
You will be able to export the budget as a PDF
Use an External Budget if you'd like to calculate the cost for service another Provider will be delivering
You will be able to use all items from the Price Guide to create the Budget
You will not be able to create a Service from the Budget
You will be able to export the budget as a PDF
If the Participant already has a Plan in Astalty, you can use those dates or you can enter any other dates.
When using an Internal Budget, you will be able to add Budget Items using Charge Items. If you have created an External Budget, you will have access to the full NDIS Price Guide to create your budget.
Both Internal and External Budgets can be exported as a PDF using the Actions button.
If you have created an Internal Budget, you will be able to create a Service from the Budget so you don't have to re-calculate the total amount. Simply click the Actions button and click Create Service.
