How to create a Service Booking for a client that has funds used by a previous provider

Please note to complete this process your organisation will need to have access to the PRODA Service Booking API. 

1. Select the client you need to create the new booking for and open their profile

2. Create a Service Contract with the details that match their NDIS plan in PRODA. Please note you can pop in a $1 value as the contract total if you are unsure of the funding amount total ( this can be updated at the end )

3. Save the Service Contract, but leave it blank without Plan Budget information for now. 

4. Go back to CRM > Clients and search for the client 

5. Use the check box to select the client and click Action

6. Use the option to Sync Active Plans (this will start the handshake with PRODA) if you get any errors at this stage please refer to our PRODA API - Service Bookings Troubleshooting guide. 

7. A dialog box will open to display how the progress is going. Once identified as successful open the client profile and open the Service Contract, there will be a new status identifying if the sync was successful with PRODA. If successful you can now start creating the Plan budgets that will be pushed through into PRODA as Service Booking

Please note you will need to have followed the steps in How to Sync Careview with an existing Service Booking first before completing the below steps

8. If you are unsure of the amount available to you, create the record a Plan budget record within the Service Contract but fill in the amount as the highest possible amount. The sync will fail and give you the error provided by PRODA. It will show the amount available at the bottom of the record. 

9. The correct amount can be added to the Budget Amount field 

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