The NDIS Quote Tool allows users to generate quotes for NDIS supports for their clients based on their support needs and available funding.
The Nightingale Quote Tool is currently in stage 1. Further functionality is planned for stage 2 and 3, including the ability to accept quotes and convert them directly to client funding in Nightingale.
The Nightingale Quote Tool is currently in stage 1. Further functionality is planned for stage 2 and 3, including the ability to accept quotes and convert them directly to client funding in Nightingale.
Adding a New NDIS Quote
To add a new NDIS quote, navigate to the client dashboard, select the Funding tab, and click on the Add New NDIS Quote option.
This will launch the Add New NDIS Quote page.
Add a name and date to the quote. Then select the relevant support categories and add the required support items to the quote. The quote tool will automatically fetch the most up-to-date prices for these items.
Click the Edit button next to the support item to update the Quantity, Frequency, and Duration fields. You can also apply a group ratio or a custom rate if needed.
Saving NDIS Quotes
Once the quote is complete, press the Save Quote button.
For data integrity and audit purposes, quotes cannot be modified once saved. However, users have the option to edit an existing quote as a new quote for the same client if necessary. This option can be found by viewing a saved quote.
Convert Quote to PDF
Once you’re satisfied with a quote and wish to share it with the client, select the Convert To PDF option. The PDF will download to your computer.
Archiving NDIS Quotes
For data integrity and audit purposes, quotes cannot be deleted. To archive quotes, simply click on the Archive button. The quotes will be aviable in the Inactive Quotes list.
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