How to sync an existing client's Service Contract with the PACE API

NDIS SyncPro - PACE API - How to sync an existing client's Service Contract with PACE API Module

Careview's PACE integration 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 NDIS PACE portal. 

This guide outlines the process for syncing in an existing client's new PACE plan into Careview. 

Alert
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 > Clients and search for the client you wish to sync with the PACE API

2. Click Edit and ensure these two options are ticked (Please note the API access option will only display once the NDIS PACE Participant checkbox is ticked)

3. Once you have clicked Save a new option on Client Funding will display

4. To sync in the PACE plan information click on + NDIS Pace to start the retrieval process. A new dialog box will display

5. If successful the Plan information will display with the corresponding budgets that are available to be synced from PACE


6. By default all budgets are selected for syncing. If you wish to only sync in some untick where needed. When you are ready click Create to finish off the process

7. At the end the Plan Budgets and Delivered Services will be populated into the newly created PACE plan

Alert
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."

Alert
If either a Self Managed or Agency Managed Category is selected, the system will automatically check the, Exclude From Service Contract Allocation Totals checkbox to ensure no services can be delivered against these Categories inadvertently.

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