How to create a PACE client with PACE Integration
The PACE API can be used to save time. This is because instead of needing to enter in data manually the information can be synced into Careview directly from the PACE portal.
This process outlines the steps you would take if you wanted to enter in a new PACE participant in Careview and sync all their plan information into their Client Profile.
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 organisation1. 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 with PACE if you are ready to sync in the participant now, or you can choose to 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).
7. Click Create to sync in all the plan information
8. After you click create the Plan Budget and Delivered Services will be automatically populated:
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.
- Support Item Number will be set to Blank.
- Support Item Description will be set to "NDIS PACE API Budget Adjustment Record".
- 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".
- 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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