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  • Welcome to the Maica User Guide
  • Getting Started
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    • Timesheet Overview
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  • Service Agreements
    • The Building Blocks
    • Agreement Management
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    • Invoice Actions
      • Process an Invoice
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      • Sync with Xero
  • Integrations
    • Xero Integration Overview
    • Stripe Integration Overview
  • Troubleshooting
    • General Troubleshooting
  • ANNOUNCEMENTS
    • Support at Home Legislation
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On this page
  • How is NDIS Funding Managed in Maica?
  • Key Terms
  • Participant Record Actions
  • Synchronise Participant Information
  • Create Service Booking

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  1. Participants
  2. Participant Profile

NDIS Funding

Learn how Maica manages Funding from the NDIS

PreviousParticipant ProfileNextSynchronise Participant Information

Last updated 8 months ago

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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 .

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:

Maica Key Term
Description

Funding Record

Represents the specific details of a Participants Plan from their associated Funding body. For NDIS Participants, these are the specific details of a Participant's Plan retrieved from the NDIA.

Funding Item

The specific Budget Items or Funded Supports included in a Participant's Plan.

Funding Goal

Used to capture Goals defined as part of a Participant's Plan, i.e. Improving Daily Living Skills

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.

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.

To learn more about the Synchronise Participant Information Quick Action, click .

Create Service Booking

If your Participants are PACE Participants Service Bookings will not be required and hence this Action will not be visible.

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.

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 .

To learn more about the Create Service Booking Quick Action, click .

Funding Record
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Synchronise Participant Information
here
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