Editing Service Organisation Details

You will already have some Service Organisations set up already as part of our onboarding process, but getting a quick understanding of the system and checking details is still recommended. 

When creating any billable record (called a Support record or Transaction with CareMaster) you will need to select what Service you are billing for, the details of all of these are in this section. For NDIS usage, these are created from an uploaded Price Guide which will have been uploaded for you already during the onboarding process. 

Click on Admin from the Main Menu, and then Service Organisations. 

On this page you'll see a list of your Service Organisations. These are used to group together your Services by how they are billed. To view the details of a Service Organisation, click on its name or on the pencil icon to the right. 

Check the details are correct for each one, and that you have your organisation's NDIS Rego No entered if the service organisation is related to your NDIS supports.

You may have noticed that this screen has two tabs, Organisations and Services. The Services tab is where you would manually enter or edit in any of your items/services that the Service Organisation provides. By default we populate these for you as part of the onboarding process but it is good to check if any are missing and add them if needed.

Please note: services created from the same line item aren't linked to each other in CareMaster. If a Service is in Caremaster more than once because its provided by multiple Service Organisations, they are treated completely separately.

You can bulk manage services when you are on the Services Tab by selecting Bulk Manage Services. Please note: This function will update all services belonging to this Service Organisation with the selected inputs and cannot be reverted.

You cannot bulk delete services.