NDIS SyncPro - PACE API - Create new PACE Service Contract and related Funding Components

This article explains how to create a new PACE Service Contract and its related Funding Components (if applicable) using the NDIS SyncPro.

It is designed to help you set up service agreements for PACE participants quickly and accurately through API integration.

Please note you will need to ensure the PACE API is enabled under NDIS SyncPro settings in Careview. If you require any assistance with this process please refer to How to Enable PACE API in your organisation

1. Go to CRM and click Create New

2. Fill in the required details of the participant, and enable the NDIS PACE API Access

3. Once this option is ticked, the NDIS number field becomes mandatory (please ensure this information has been entered)

4. After you are finished please click save. A dialog box will display for you to start the sync process:

5. Click [YES, SYNC NOW] if you are ready to sync in the participant now, or you can choose [NO, SYNC LATER] Sync in later if needed. 

If you click Yes, Sync with the NDIS the API will be called and pull in the budget information

If successful the below window will display with the Plan information listed in the top and the budget information listed in the bottom section

6. From here you can choose which categories you would like to sync in (by default they are all enabled). 

Note: For best results, only select and sync the Categories that you actively manage. This helps keep your data clean, relevant, and easier to maintain.

7. Click Create to sync in all the plan information. 

After you click [Create], the Plan Budget, related Funding Components (if applicable) and Delivered Services (if applicable) will be automatically populated:

PACE API synced Funding Components and its Periods can not be created or edited manually. To edit Funding Component using API, please refer to NDIS SyncPro - PACE API - Edit an existing Category and its Funding Component

Click [View All] to see all available funding periods for the category.

During the creation of a new Service Contract via the PACE API, the system automatically generates a DS adjustment record for services that have already been delivered i.e. by a Previous Plan Manager for the participant. As part of this process the following will be updated on the DS Adjustment record.

1. Support Item Number will be set to Blank.
   
2. Support Item Description will be set to "NDIS PACE API Budget Adjustment Record".
   
3. Service Provider Name will be set to "NDIA refer to PACE" except where the Category = Choice and Control, then the Service Provider Name will be set to "Previous Plan Manager".
   
4. The following note text is applied.
   
   "NDIS PACE API Budget Adjustment record. Note: a) Only the Total Amount of services delivered to date for the Support Category have been provided in the PACE API record.  b) The Service Support Item used has been applied for budget adjustment purposes only."
   

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