NDIS PACE Funding Components and Periods Enhancement Overview

NDIS PACE Funding Components and Periods Enhancement Overview

Careview Service Contract Screen (PACE Service Contract)

New Calendar Icon for Plan Budgets

We’re introducing a new calendar icon in the Plan Budget table to make it easier to manage and track Funding Components.
  1. A calendar icon will now appear next to each Plan Budget.
    1. Grey icon: Indicates the Plan Budget is not yet linked to a Funding Component.
    2. Green icon: Indicates the Plan Budget is linked to a Funding Component.


 

Quick Access to Funding Components:
  1. Clicking the grey calendar icon will open the Create Funding Component dialog screen, allowing you to quickly link a Funding Component to the Plan Budget.
💡 Please refer to Create new Funding Components and Funding Periods for full instructions 

  1. Clicking the green calendar icon will open the Edit Funding Component dialog screen, enabling you to view or update existing details.
 

💡Please refer to Edit Funding Components and Funding Periods for full instructions.

New “Available” Column in the Plan Budget Table

We’re introducing a new column called Available in the Plan Budget table to provide clearer visibility into remaining funds for both the Support and Category Budgets.



How It Works:

  1. If no Funding Components are linked to a Plan Budget:
    1. Available = Total remaining of the category.
  1. If Funding Components are linked to a Plan Budget:
    1. "Available" represents the total funding allocated for the period, minus the value of any services already delivered within that same period.
Purpose of the Available Column:
  1. At the Category Group level (e.g., Core Flexible):
    1. Displays the sum of remaining funding across all related Plan Budgets within the group.
  2. At the individual Plan Budget level:
    1. Shows the specific available amount for that Plan Budget.

New Validation Warning and Funding Components Table Enhancements

We’re introducing important updates to improve data accuracy and visibility when managing Funding Components within the Service Contract.
 
Validation Warning for Funding Period Duration
To ensure consistency between Plan Budgets and their associated Funding Components:
  1. A validation check will now prevent users from saving changes if the total duration of all Funding Periods does not match the Plan Duration.
  2. If this occurs, the following warning message will be displayed:
"The duration of the Funding Period(s) must match the duration of the Plan Period. Please update the Funding Component by modifying the existing Funding Period, adding a new one, or click Cancel to return to the Service Contract page without saving your changes."      
                                                      Note - This ensures alignment between funding timelines and plan expectations.

New Funding Components Table

A new Funding Components Table will now appear directly below the Plan Budget Table on the Service Contract page, offering a clearer overview of funding allocations.



Key Features:
  1. Grouped by Category: Funding Components will be organized under:
    1. Core Flexible
    2. Core Stated
    3. Capacity Building
    4. Capital
    5. Other
Displayed for Each Funding Component:
  1. Total Category Budget
  2. Current Funding Period Status
  3. Start Date & End Date
  4. Amount, Delivered, and Available

View All Option:
  1. Users can click “View All” to open a dialog displaying all Funding Periods for the selected Funding Component.
 

What You Can Now Do:

Update the Funding Component Amount
  1. The updated amount must not be less than the total value of services already delivered.
  2. The amount must not exceed the combined total of the related Plan Budgets.
Update Existing Funding Periods
  1. All date validations will follow the same rules as those used when creating a Funding Component.
  2. Funding Period amounts must also comply with the same validation rules as during creation.

Add New Funding Periods
  1. New periods must meet the same date and amount validation rules as those applied during the creation process.
 

NDIS SyncPro - PACE API Module - Funding Components and Periods Integration

Create Funding Component period automatically via NDIS SyncPro PACE.

To help reduce manual data entry and streamline workflows, we have enhanced the existing NDIS SyncPro API integration in Careview.

What’s New:
If your organisation has:
  1. Registered and enabled the HiCaps integration, and
  2. Activated the SyncPro PACE API Module for Service Contract Plans and Plan Budgets,
Then, when you run the synchronisation, Careview will now automatically create Funding Components and their associated Funding Periods within the linked PACE Service Contracts.
 

1. Create NEW NDIS PACE Service Contract Updated UI Enhancements

2. Updating EXISTING Service Contracts with Funding Periods via NDIS SyncPro