Create a roadmap for every circle to show which support services will be delivered against what timeframes for a specific client. The roadmap is essential for accurate reporting.

The Roadmap displays each of the Services provided to your client by any organisation in the past, currently, or in the future, and is used for reporting purposes.

Before adding new services to your Circle, ensure that the service is listed in under your Organisation, or it will not appear in the form. You can add any active service being provided by an organisation to a client’s roadmap within a Circle - here’s how.

Organisation's list of Clients

Adding a Support Service to the Roadmap

Step 1. Go to the Circle

The quickest way to go inside a Circle is to click on Circles on the top grey bar. If you don’t see the Circle on the list, search for it by name. If still you can’t find the circle on this list it means you are not part of that particular Circle, you need to ask the Admin to grant you access.

Step 2. Go to the Roadmap

Click on Roadmap from the Circle’s menu at the top.

Step 3. Add a new Service

Once on the Roadmap tab click on the Add new service on the top right.

Support service form

On the Add service form select the service your organisation will provide to the person, which has the following fields:

  • Service ID: Select the service that will be provided from your organisation’s list.
  • Service state: This is a useful field to plan current and future services for the person and assign them different states.
  • From and To: Set the start and end dates for the service. Again this field can be used in conjunction with the Circle state to plan for future services.
  • Unit price: Set the fees charged to the client. If the support service is funded by the NDIS or CHSP the fees are specified on the arrangement on the organisation service.
  • Budget: Define the total allocated budget for this support service over the time period. The ‘Actual Expenditure’ field will be populated by based on service delivery (progress reports).
  • Service Objectives: Based on the personal plan, this field shows the objectives of this particular service for the person.
  • How will the supports be paid: Select from three options: the support provider (your organisation) is paid directly by NDIA; the participant pays (self-managed plans); or a third party Plan Management provider pays. This enables you to filter reports for better reporting and invoicing.

What does the budget tell me?

Adding a budget to each support service on a roadmap allows you to: - Keep track of actual expenditure ( populates this automatically based on progress reports). - Monitor budget utilisation rate. - Filter your circles based on budget utilisation so you can more easily find clients that need attention.

The budget utilisation rate is a pro-rata indication of how much of the budget has been used to date, proportional to the total budget and time period. It is shown as a percentage: 100% means you are on track to deliver the right amount of supports within the time frame allocated (for example, you’ve spent 20% of the total budget within 20% of the total time over which you’ll deliver the service for this client). Less than 100% means you are at risk of having un-used budget remaining at the end of the contracted period. Greater than 100% means that you may be going through the budget for this service too quickly. It tells you at a glance how well you’re tracking against the deliverable for this client’s roadmap.

Congratulations! You have added your first service to a roadmap within a circle. Now you can add all the other services to the roadmap and repeat this process for all circles.