How does the NDIS Budget First workflow work?

What are the benefits of using NDIS Budget First?

There are a number of efficiencies built into the support funding section of Nightingale, as well as some operational advantages.

1. A client's NDIS Budgets can be reviewed under their dashboard -> funding -> view NDIS budgets.
   
   

   

2. You can track multiple budget plans, or see historical plans at a glance.  On the "View NDIS Budgets" page you can add a new one for that client by clicking on the "Add NDIS Budget" link in the upper left:
   
   

   

3. Once a budget has been created, it can be used when creating new NDIS Support Funding for that client under their dashboard -> funding -> add support funding.
   
   

   

4. On the add support funding page, select the NDIS funding type and then check "NDIS Budget First" if you wish to use an NDIS budget.
   

   

   
   This will prompt you to select which budget this support funding will draw from and which budget type it falls under (core/capacity/capital).
   
   

   

5. Support Categories and Support Items will be "shortlisted" on the drop down menus depending on the budget type selected.

6. At a glance on the View NDIS Budgets, you will have information that can assist you in making operational decisions -- such as what kind of capacity needs will be required for this client going forward?  How much funding is left versus how much has been spent year to date?

7. Sometimes you don't know the full plan dollars and entering in support items without NDIS Budget First is also supported by Nightingale.