# NDIS Funding

## How is NDIS Funding Managed in Maica? 

In **Maica**, `Funding` for NDIS `Participants` is managed through Quick Actions located on the Contact Record. These are further explained in more detail [below](#participant-record-actions). 

However, before diving into the Quick Actions, please review the Key Terms that should be noted when using **Maica's** `Funding` operations.

## Key Terms 

Maica uses a number of key terms which are important in helping you understand how the solution manages NDIS Participant Funding. In **Maica**, the term Funding is used to represent the term `Plan` used by the NDIS. These terms are explained in the table below: 

<table><thead><tr><th width="230">Maica Key Term</th><th>Description</th></tr></thead><tbody><tr><td><code>Funding Record</code> </td><td>Represents the specific details of a Participants Plan from their associated <code>Funding</code> body. For NDIS Participants, these are the specific details of a Participant's Plan retrieved from the NDIA.</td></tr><tr><td><code>Funding Item</code> </td><td>The specific Budget Items or Funded Supports included in a Participant's Plan.</td></tr><tr><td><code>Funding Goal</code></td><td>Used to capture Goals defined as part of a Participant's Plan, i.e. Improving Daily Living Skills</td></tr></tbody></table>

## Participant Record Actions

Now, to begin managing your NDIS Participants Funding, you should use the Quick Actions on the Contact Record. **Maica's** `Contact` Records have unique actions to help you manage crucial pieces of information for your NDIS `Participants`. To learn more about the these actions, see below.&#x20;

### [Synchronise Participant Information](https://knowledge.maica.com.au/maica-knowledge-base/participants/participant-profile/ndis-funding/synchronise-participant-information)

The `Synchronise Participant Information` Quick Action in **Maica** allows you to connect with the PRODA/NDIS systems to retrieve key `Participant` data such as Plan Records, Plan Budgets, Plan Goals, and Service Bookings from the NDIS which will be used to populate your Participants `Funding Record` in **Maica**.&#x20;

To learn more about the `Synchronise Participant Information` Quick Action, click [here](https://knowledge.maica.com.au/maica-knowledge-base/participants/participant-profile/ndis-funding/synchronise-participant-information).&#x20;

### Create Service Booking

The `Create Service Booking` Quick Action in Maica allows you to create Service Bookings for your `Participants` that will Sync directly with the NDIS. This Action sits within the [Funding Record](https://knowledge.maica.com.au/maica-knowledge-base/participants/participant-profile/ndis-funding/funding-record-overview).&#x20;

{% hint style="info" %}
If your `Participants` are **PACE** `Participants` `Service Bookings` will not be required and hence this Action will not be visible.&#x20;
{% endhint %}

The `Create Service Booking` Quick Action helps ensure that the allocated funds and service details are accurately reflected in both **Maica** and the NDIS system.

To learn more about the `Create Service Booking` Quick Action, click [here](https://knowledge.maica.com.au/maica-knowledge-base/participants/participant-profile/ndis-funding/create-service-booking).&#x20;