Synchronise Participant Information

Learn how to Synchronise Participant Information with the NDIS in Maica

What is the Synchronise Participant Information Quick Action?

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 PRODA.

Essentially, it will generate a Funding Record for your Participant with the relevant and selected data directly from the NDIS/PRODA.

Where do I find the Synchronise Participant Information Quick Action?

The Synchronise Participant Information Quick Action in Maica is located in the top right corner of your interface on the Participant Record, as shown below.

The Quick Action will retrieve the following information from PRODA for your Participants:

• Plan and Plan Budgets

• Plan Goals as recorded on the Participant's Plan with the NDIS

• Service Bookings and Booking Items

How do I use the Synchronise Participant Information Quick Action?

To begin Syncing Data for your Participant, simply click the Synchronise Participant Information Quick Action to display the following pop-up:

Maica needs certain information about the Participant in order to retrieve the information from the NDIS systems, including Last Name, Date of Birth, and NDIS Number. This needs to be populated in the Participant Record before the Sync can be successful.

Here, you can nominate which Data you wish to Sync with Maica, including:

• Plan Budgets: These are retrieved from the NDIS Plan the Participant has set up with the agency.

In order to retrieve Plan Budgets you must first confirm that the Participant has provided Consent to access the Data via the NDIS Participant Portal. Plan Budget data is not available to all Providers. Records will only be returned if you have the required consent in place according to the NDIS guidelines.

• Plan Goals: These are retrieved from the NDIS Goals the Participant has set up with the agency.

Syncing any Plan Goals will remove all current Goals and refresh them with the Data from the NDIS.

• Service Bookings: This will retrieve all associated (and available) Service Bookings for the Participant.

Once you have selected which Data you wish to Sync, click Confirm and Maica will connect directly to the NDIS to retrieve the following information. Once done, you will see the following Summary screen.

At this stage, you can close the pop-up and your Data in Maica will updated accordingly.