Create a Stated Support

Use the following steps to create a Stated Support on a Service Contract.

1.        Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want).

2.       In the Client Funding table, click Open on the Service Contract to which you will add a Stated Support.

3.       In the Service Support table, click Create.

4.       The Create Stated Support/ Service Support dialog screen displays.  Click to select Stated Support.

5.       The Create Stated Support screen displays.

The Stated Support Flag is for display purposes only.

Complete this screen as follows

1. In the Service field, type several characters of the service, then select the Service from the list that displays. You can select from any NDIS Price Guide Item.
   

1. In the Quantity field, select the quantity to apply to the Service.
   

1. In the NDIS Rate field, select a NDIS rate, or if the Service Provider is charging less than the NDIS rate, select Use alternative rate.
   
   
2. Where 'Alternative Rate' has been chosen in the NDIS Rate field, enter the desired Rate Amount.
   

A value of '0' should never be entered in the Rate Amount field.

1. In the Note field, type any notes relevant to this Service.
   

1. In the Service Provider field, select the Service Provider or leave it blank.

1. In the Management Style (Stated Item) field, select from N/A and Agency for CoS NDIS Claim or Plan Management and Self Managed for CoS Invoice.
   

For more information, please refer to our Service Support Management Style Explained article.

1. The Total field displays the total of Rate x Quantity.
   

1. Leave the checkbox ticked for Exclude From Service Contract Allocation Totals.
   

1. If you uncheck this field the Total Amount for the Stated Support will be added to the Service Contract Total Allocation amount.
   

5.         Click Save.

6.         The new Stated Support is updated in the following areas of the system.

Service Support Table

Plan Budget Table

The Stated Support Tag is updated on the related Category Budget automatically to indicate that stated supports exist for the Category.

Stated Support Table

The new Stated Support is added to the Stated Support Table offering you a consolidated view of all Stated Supports for Budget Tracking.

Plan Budget Forecast Table

Monthly PM Statement

If you do not wish to include the Stated Support Table on the Client Statement, please refer to the Client Summary Statement Exclusions Explained article.

Connect Budget Report

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