Service Booking Overview

Learn about Service Bookings and how they are managed in Maica

What is a Service Booking?

The NDIS defines a Service Booking as the following:

Service Bookings are used to set aside funding for an NDIS registered provider for a support they will deliver.

Essentially, it is an agreement between an NDIS participant and a registered service provider that allocates a specific portion of the participant's NDIS funding for certain services. Service bookings are used to reserve funding for services that the participant plans to receive under their NDIS plan.

If you're looking for detailed information about Service Bookings and their importance in the NDIS, refer to the Service Booking resources published by the NDIS here.

In the upcoming PACE system rollout from the NDIS, Service Bookings are being phased out to offer participants greater flexibility with their NDIS funds. Hence, this section will only be relevant for your non-PACE Participants.

What are the components a Service Booking Record?

In Maica, you can find the following information and functionality on a Service Booking Record:

• Budget Information (Funding Information)

• Service Booking Period Information (Start Date & End Date)

• Service Booking Progress Information (Period and Funding Utilisation )

• NDIA Synchronisation Information (NDIS Reference & Last Sync Date)

• Booking Items (where the actual details of the funded supports are defined)

Service Booking Statuses

When it comes to the Status of a Service Booking, we have used the same Service Booking Status variables seen in PRODA and simply replicated them in Maica. This ensures familiar terminology and consistency across Service Booking records in PRODA and Maica. Please refer to the table below to view the status values and their related API names.

Status	API Name
In Process	INPR
Awaiting Participant Approval	APAP
Awaiting Provider Approval	APRO
Change Awaiting Participant	APAC
Change Awaiting Provider	APRC
Rejected	REJT
Approved	APPR
Completed	CMPD
Deleted	DELE

The Deleted Status does not actually delete the Service Booking record from Maica. When an NDIS staff member deletes a Service Booking in PRODA, it may be assigned this Status value. This value cannot be set via the Maica functionality.

If you want to cancel (or stop) a Service Booking, utilise the Manage Service Booking Quick Action, specifically the Reduce stop Date option. To learn more about managing a Service Booking, click here.

When generating Reports for your Service Bookings, Salesforce will refer to them by their API Name rather than the Status name.

How do I create Service Bookings?

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.

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