Synchronising and Managing Service Bookings

Maica allows for the native ability to manage existing Service Bookings, including updating details, re-allocating budgets, deleting, and changing end dates for any given Service Booking.

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In order to manage a Service Booking, follow the below steps:

1. Navigate to a Plan associated with a Participant (Contact)

2. Navigate to a Service Booking

3. Click on the Manage Service Booking button

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At this point, several choices exist, including:

• Update: editing the details of the Service Booking, including dates and budgets

• Approve: approve pre-existing Service Booking records issued by the NDIS as part of plan development

• Reject: reject pre-existing Service Booking records issued by the NDIS as part of plan development

• Delete: delete an existing Service Booking

• Force Sync: synchronises the latest information for the selected Service Booking from the NDIS digital systems

In order to manage (update) the details of a selected Service Booking, follow the below steps:

1. Amend the required details as shown in the below screen

2. You are now able to change the End Date, re-allocate Quantity and Rate to manage funds across Support Categories

3. Click the I declare that this Service Booking... checkbox

4. Click the Submit button

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