See the sessions or funding a client has left, the work counted against it, and when a review is due. Keep the allowance with the record instead of in a separate spreadsheet.
Choose the plan type, start and expiry dates, and covered services. For a session-based plan, set the first block and add a second block if needed, with an optional GP-review requirement before it opens.
Choose sessions or a dollar amount when creating the plan. Session usage follows attendance and the plan's counting rules. A dollar budget is used by eligible linked invoices, so the two kinds of allowance stay distinct.
The practice-wide register and client record show usage, remaining allowance and plans needing attention. Record a required GP review, update dates or funding, and archive finished plans without losing their history.
Mental health plans, EAP, NDIS, WorkCover, private health, prepaid and other plans. The plan records its allowance, dates and relevant service coverage; it does not generate clinical treatment recommendations.
Yes. Choose a dollar allowance when creating the plan. Eligible invoices explicitly linked to that plan contribute to its used amount. The allowance basis cannot be changed after creation.
No. A session or funding plan tracks an allowance. An invoice payment plan divides a balance into instalments. They serve different purposes.
Explore Plan Management in the context of your whole practice.
