Create Service Booking
Learn how to create Service Bookings in Maica
Last updated
Learn how to create Service Bookings in Maica
Last updated
In Maica, you can create Service Bookings
through the Create Service Booking
Quick Action located on the Funding Record
.
The Create Service Booking
Quick Action in Maica allows you to create Service Bookings for your Participants
that will Sync directly with the NDIS.
Please follow the steps below to create a Service Booking:
Create Service Booking
Quick Action The first step in creating a Service Booking
is simply clicking the Create Service Booking
Quick Action located on the Funding Record
, as shown below:
In the screenshot above you can see that PACE Plan
is not checked. If this was to be checked, the Create Service Booking
Quick Action would not be available.
Once you clicked on the Quick Action above, you will be shown the Create Service Booking
pop-up, as shown below:
Please confirm the details below to create a Service Booking and associated Service Items. Two types of Service Bookings can be created, depending on the Participant’s Plan, a Standard Booking or a Plan Managed Booking. A Standard Booking is available when the Participant’s funds are Agency Managed. A Plan Managed Booking is only available to Plan Managers.
In order to successfully create the Service Booking, please ensure:
The Service Booking is being created for Support(s) you are registered to Provide
There is sufficient Budget available in the Participant’s Plan
The Start and End Dates sit within the Start and End Dates of the Participant’s Plan
For Plan Managed Service Bookings, a Standard Service Booking under the CB Choice and Control Category must first exist between the Plan Manager and the Participant
If a Participant has a Stated Item, the Stated Item must be selected in the Support Item list below
Declare that this Service Booking has been discussed with and agreed by the Participant
Before populating your Booking Items, you should first set up your Service Booking
by selecting the Period
of the Service Booking
as well as the Type
.
For your Booking Period
, you can choose between Custom
Dates, or the entire Plan
Date.
For your Booking Type
, you can choose between Standard Booking
or Plan Managed
. Please refer to the information box above to understand the difference and which one will be relevant for your Service Booking
.
Once you have setup your Service Booking, it is time to add your Booking Items.
Booking Items
refer to the specific services or supports that are allocated under a Service Booking
.
To begin, simply click the + Add
button on the right hand side of the interface. This will create a Booking Item Line Item with the following fields ready to be populated:
If you have associated Funding Items
(Plan Budgets
) on your Participants Funding Record
, the Support Categories will be automatically populated with the available Support Categories
and Budget. If you attempt to Add additional Booking Items
, you will only be able to select from Support Categories
associated with the linked Funding Items
.
If you have no associated Funding Items
, you will be able to select from all Support Categories
.
Please note that if you do not have access to a Participants Plan Budgets
or you haven't synced them into Maica, you can still create a Service Booking
to submit to the NDIS, however the NDIS may return an error if there is insufficient or no funding associated to the selected Support Category
.
After you have added all of your Booking Items, you will need to confirm your Service Booking before it can be created and synced with the NDIS. To do so, Maica will present you with a summary and a toggle, as illustrated below:
Once the toggle is selected TRUE
, the Submit
button will appear and you will be able to confirm your Service Booking
.
After doing so, your Service Booking
Record will be synced with the NDIS, and if successful, created in Maica within the Funding Record
where you can manage and review your Service Booking
. To learn more about managing a Service Booking
, click here.
Field | Description |
---|---|
Support Category
NDIS Support Categories
are the broad areas of funding under the National Disability Insurance Scheme (NDIS). Refer below for more information around available Support Categories to select for your Service Bookings
.
Support Item
NDIS Support Items
are the specific services or products that participants can access through their NDIS funding, based on their plan’s approved categories.
Quantity
This is a Maica concept that allows you to adjust the Quantity
of delivery for any specified Support Item
.
Rate
This is the price of 1 Quantity
unit of any Support Item
. This field is automatically populated based on the selected Price List
, but is adjustable if desired.
Price List
This field allows you to selected which Price List
you wish to associate with the selected Support Item
delivery.