The Plan for a given Participant is an important piece of the information chain and underpins most of the functions within the Maica solution. A plan can be access via a given Contact record within Salesforce using the following steps:
Open a Participant profile (Salesforce Contact)
Click on the
Plan Managementtab to access a number of plan-related recordsOpen a Plan to access the currently active Plan for the selected Participant
The Plan object captures a number of critical and useful data points, as described below.
Data Point | Description |
|---|---|
Start Date and End Date | The start and end date are significant data points within a Plan, as several business processes are typically built around these. Plan dates are automatically synchronised with Salesforce from the NDIS (alongside additional information). |
Aggregated Budget Information | At the highest level, the Plan holds budget information which summarised all available Plan Budgets as approved by the NDIS. |
Plan Budget Items | Each Plan carries a number of Plan Budget items, usually at Support Category but this could also be at Support Item level in cases where a Stated Booking has been set up within the NDIS Plan. |
Plan Goals |
How would the Donor like to process the Credit Card payment?
Secure Payment Link
When the Secure Payment Link option is selected - Konect
Pledged prior to processing the payment with Stripe. In the event this payment is declined by Stripe, an Opportunity record with a Stage of Pledged will exist. Don’t forget to delete this if want to remove it from Salesforce.Plan Goals are included in the synchronisation of Plan details. It is important to note that Plan Goals are overwritten (optional) when Plans are synchronised with the NDIS information. |
The Plan Profile Screen
The following screen illustrates a typical Plan profile showing all relevant information in a single place. This profile allows the end user to navigate to Plan Budgets, Service Bookings, and Plan Goals.
| Note |
|---|
Plan Goals are not uniquely identified within the NDIS system, so when synchronising Plan Goals, any existing data will be replaced with the latest version. |
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