NDIS SyncPro - PACE API - Sync in Categories and its Funding Components (If applicable) for existing PACE Service Contracts

This article explains how to use the NDIS SyncPro – PACE API to sync Categories and their related Funding Components (if applicable) for existing PACE Service Contracts.

Categories may or may not have been synced previously—this process ensures all relevant data is updated and aligned with the services you manage.

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. Ensure the client has access to use the PACE API by clicking on Edit and confirming these two options are ticked

2. Go to the existing PACE plan in Careview and click open, The Plan and Categories may or may not have been synced previously.

3. Use the top left NDIS option to start the sync with PACE if the Plan needs to be resynced

4. In Plan Budget, click Edit on the Category that you wish to sync and update Budgets and its related Funding Components (if applicable)

A dialog box will display, from here click the [Retrieve PACE Plan Budget] button

5. If successful, select the Plan you wish to sync from the drop down. 

Those information will be filled in automatically based on the data in the PACE system:

1. Budget Amount
   
2. Start Date
   
3. End Date
   
4. Management Style
   
5. Periods (number of Funding Periods associated with the Category)

6. Click [Save], Confirm PACE Plan Budget Selection popup is displayed.

Click [Confirm] to sync or resync the category data from PACE system to Careview.

In Plan Budget, the category is updated with correct Amount and NDIS PACE Status of Synchronised

If the Category is linked to a Funding Component, new record is added to Funding Component table

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