NDIS features - budget's and plan dates

We would love Cliniko to enable functionality to address the following for NDIS clients

  • NDIS Plan Start Date & End Date - which triggers an alert when the end date is approaching - either to a nominated admin or to a practitioner
  • NDIS budget amount - this would be linked to the invoices and would show a running total, updating the amount as each invoice is raised. An alert would be triggered when the service agreement budget is within a couple of hours of being used up.

This would save a tonne of work for us in offline spreadsheets and admin processes!

Cliniko, can you let us know if this sort of functionality might be in the pipeline?

Cheers Hayden

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