NDIS Splitting Participant funding into different Budgets

The NDIS Price guide has over 600 included service items.

CareMaster’s funding tracking works on tracking the overarching Category based on how the service items have been grouped.

When you want to isolate and drill into budget usage, this is not always clear to split as the Core service items include all services ranging from 01_ to 04_ service numbers.

CareMaster let’s you apply a Coordinator into the Funding limits so that when you create a Transaction, you apply the same Coordinator and it will direct it to the correct budget.

There are some Settings to consider.

Settings > System Settings

This activates the Coordinator box in the Funding

This activates the Coordinator box in the Transaction form

When you add the same name in both boxes, it directs the spending of that transaction to the selected Funding bucket with your pre allocated Coordinator .

**Some customer create fake coordinator’s to be more descriptive of the budget to apply against i.e. Assistance with Independent Care

**If a funding limit has an applied coordinator, and you do not apply a coordinator in the transaction, the spend will not be reflected in this budget - it has to have a coordinator in the Transaction that matched your requested funding bucket.