Funding Periods

Astalty supports adding services for an NDIS Plan that has funding periods associated with it. For more information about funding periods, please visit the NDIS website. This feature is available for all funding types this includes NDIA, Plan, and Self Managed participants.

Video Walkthrough

For a detailed walkthrough about how to manage funding periods and view utilisation data, please view the video below.

How to add funding periods

Create a NDIS Plan

The first step is to create an NDIS plan within a Participant's profile - it's important to ensure the "Is this a PACE plan" checkbox has been selected.

Create a Service

Once the NDIS Plan has been created, navigate into the plan from the Participant's profile and click "Add a Service".

Create a Service

When creating the Service, ensure you click "This service has a funding schedule".

Once you have checked this box, you'll be prompted to add the number of periods within the NDIS plan.

Astalty will create the periods with the default dates and amounts however you are free to customise these if you need to.

Viewing Funding Periods

Once the NDIS plan and funding periods have been created by following the steps above, you can review the funding periods at any time within the Service.

Utilisation within Participant's page

Within the Participant's profile, you can click "Utilisation" in the sidebar and you'll notice a new chart which is slightly different than the old chart for existing NDIS plans.

The chart includes:

• the start date for each period under the bar chart

• white sections for unreleased funding from future periods

• light blue sections for released funds that are available

• dark blue sections for funds that have been spent

Utilisation within the Task

Within any Task, you will be able to view the utilisation data for the Participant. The sidebar will only show the utilisation data for the current period, however if you hover over this, you will be able to see the full chart for all periods like you would on their profile.

Utilisation Report

To view the utilisation for all Participants, head to the Utilisation Report page. Within this page, when you click the down arrow to the left of a Participant you will be shown the new Utilisation chart for the funding periods.

You'll also notice that old plans without funding periods display using the old layout.

FAQs

I've already added an NDIS plan before funding periods were supported by Astalty - what do I do?

Unfortunately you will need to delete the existing plan and add it again by following the steps above.

How will Utilisation Notifications work?

Utilisation and Utilisation Variance notifications will continue to work as normal based on the funding period. For example if you have a Utilisation Notification set up to notify you when 80% of funds are spent, you will now be notified when 80% of funds available in any single period have been spent.

Does Astalty handle funds rolling over from previous periods?

Yes - Astalty will automatically take into account unspent funds from previous periods when calculating available funding.

I don't understand the new utilisation graph.

Please watch the video walkthrough at the top of this page or email support@astalty.com.au for additional support.