PACE USER Guide - Plan Management
How to create a PACE participant
Please note: If you do not have this option, you will need to contact support@careviewapp.com so we can enable your organisation to be PACE active. 1. Navigate to the CRM menu and click Clients.
2. Click on +Create New.
3. In the client profile creation box, complete the required details for your new PACE Participant.
4. Ensure you select the NDIS PACE Participant check box on the right-hand side of the window.
5. Once all the details are added click Save.
6. Once created your PACE participant will be identifiable via the purple PACE icon as seen from the CRM client list.
How to Enable an Existing Client for PACE
1. Navigate to the CRM menu and click Clients.
2. Use the search function to find the participant profile that need to be updated for PACE.
3. Open the client profile and click on the Edit button.
4. Edit Client screen displays, click the NDIS PACE Participant checkbox.
5. Click Save.
6. You will notice from the CRM client list your participant will now have the purple PACE icon. This icon will be used now throughout Careview to identify your PACE participants for you.
How to setup a PACE Service Contract
Please note updating a client to a PACE participant will not update their existing Service Contracts only new ones that are created
1. Navigate to CRM menu and select Clients.
2. Use the search function in the client list to select your PACE participant and open their client profile.
3. On the Client Profile, navigate to the Client funding table and click on New ( if the client has had previous plans not under PACE they will still appear here for reference).
4. Start filling in the fields with the new plan's information (you will notice it will have NDIS PACE participant set to YES)
5. Click Save.
6. When you create the new Service Contract the purple PACE icon will display in the top banner.
7. Scroll down to the Plan Budget table and click Create.
8. The Create Category Budget dialog box will display.
Complete the following.
- Select a Plan Category
- Enter a Budget Amount
- Choose a Stated Support Type
- It is important that you select the correct Stated Support Type at the time of Creating the Category Budget.
- If the default Budget Type is Stated and the Category selected is not 1
of the 4 CORE Flexible Categories, you will not be able to select the N/A Stated Support Type.
- Select N/A, if the Category Selected is PACE Flexible.
- Select Stated - Selected Support Items Only, if you are only creating Stated Supports.
- Select Stated - Any Category Supports Only, If you wish to create either Service Supports or Stated Supports
9. Create your Stated or Service Supports, by click on the 
icon next to the chosen Category in the Plan Budget Table.
If you choose to create a Stated Support, the new Stated Support funding details will be updated in the following areas of the system.
- State Support Table on the Service Contract
- Plan Budget Forecast Table
- Client Summary Statement
- Connect Budget Report
If you do not wish to include the Stated Support Table on the Client Statement, please refer to the Client Summary Statement Exclusions Explained article.
10. Create your Service Provider Category Budgets as per normal process.
11. When you finished creating your Service Contract and return to the Client Profile, you will be able to quickly identify your client's PACE plan via the purple PACE icon in the Client Funding Table.
How to Enter an Invoice for a PACE participant
1. Go to Plan Management and select Invoice Entry.
2. Select Create New.
3. Search for your PACE participant, once selected the PACE icon will display next to their name.
4. Complete the invoice details as standard.
5. When you enter in the service date, it will show the PACE icon to show if the entry falls under the PACE service contract (this is a great way to ensure you are raising your pace items against the correct plans).
6. Once complete click Create Invoice.
7. From the invoice entry page, you will also be able to identify your PACE invoices via the purple PACE icon.
How to claim PACE invoices
Claiming PACE invoices will follow the same process as regular claiming. Please note you will be able to claim both PACE and non-PACE participants in the same bulk claim process.
1. Go to Plan Management and Select Invoice Entry.
2. Ensure the Status is set to Extract Generated and the date range covers the correct invoice creation dates.
3. Once filtering is set, use the top check box to select all applicable invoices.
4. Go to Action in the top right and select NDIS Claim.
5. The file will generate under Downloads for you to download locally to your computer, click on the blue box to start the download.
6. Via your browser downloads ensure to only select "Show in Folder" ( as we want to keep the file unopened, opening the file can sometimes cause claiming issues with PRODA ).
7. Rename the file to a short but unique name (an acronym of your business and the claim date is always a winner).
8. Once complete, follow the bulk payment process within PRODA.
How to mark PACE invoices as PAID
There are two different ways you can mark a PACE invoice as paid (this will depend on whether your organisation has our reconciliation feature enabled or not).
Please note you can include your PACE and non-PACE invoices in the same mark as paid process
1. If you don't use reconciliation you will be able to select the PACE invoice via the invoice entry screen (filtering via the Extracted status).
2. You would then use the invoices listed.
3. Once selected use the Action button and click Mark Invoices as Paid.
4. If you have reconciliation turned on you will follow the standard reconciliation process.
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