Set up and manage service agreements
Set up and manage service agreements with categories and service agreement items.
- Create an NDIS service agreement
- Add a category to a service agreement
- Add NDIS travel and transport allocations to a service agreement category
- Add a service agreement item to a service agreement
- Managing Funding Periods on a service agreement
- Generate a service agreement quote
- Record a client’s approval of a service agreement
- Set up a service agreement to allow service delivery tracking before client approval
- Amend an existing NDIS, individual grant or other service agreement