Healthcare Solutions
  • Empower your Participants
  • Getting Started
    • The Maica Lifecycle
    • Installation
    • Reference Data Configuration
    • Post Install Steps
      • Post Install Checklist
    • Software License Agreement
    • NDIA Provider API Outages
    • Getting Started with Client Care
    • The Maica License and Data Model
  • General Information
    • Client Management Settings
      • Agreement Management
      • Renewal Management
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      • Claim Management
        • Reconciling Bulk Payment Request (BPR) File
      • ABA File Management
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      • NDIS Integration
      • Connections Management
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    • Client Care Settings
      • General Settings
      • Planner Management
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      • Timesheet Management
      • Travel Management
      • Billing Management
      • Billable Client Care Settings
    • Glossary
    • Maica Permissions Sets
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  • Participant Management
    • Managing Connections
    • Managing Resource Preferences
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    • Record Client Notes
    • Participant PRODA Sync
    • Contact Sharing Rules
    • Billable Client Notes
  • NDIS Management
    • Opportunity Overview
    • Service Agreement Overview
    • Plan Management
      • Participant Overview
      • Plan Overview
      • Service Booking Overview
      • Create Service Booking
      • Manage Service Booking
    • Participant Statement
      • Sending ad-hoc funding statements
      • Manually send monthly funding statements
      • Schedule and automatically send monthly statements
      • Participant Statement Email Template
        • Participant Statement Detail
    • Invoice Management
      • Invoice Overview
      • Payment Request Overview
      • Invoice Entry
        • Alerts & Validation
      • Invoice Scheduling
      • Claim Management
      • Credit Management
      • Invoice Status Management
      • ABA File Generation
  • Aged Care Management
    • Service Agreement Overview
    • Support Category & Items
    • Budget & Funding Management
    • Status & Leave Management
    • Fee Billing Engine Overview
    • Claim Management Overview
    • Invoice and Product Settings
  • Resource Management
    • The Resource Profile
    • Resources Rostering
  • Planner Management
    • The Planner Overview
    • Unavailability & Breaks
    • Appointment Optimiser
  • Appointment Management
    • The Appointment Profile
    • Creating Appointments
      • Appointment Sections
      • Step 1: Basic Details
      • Step 2: Location
      • Step 3: Recurrence
      • Step 4: Additional Details
      • Step 5: Custom Fields
      • Step 6: Client Note(s)
      • Step 7: Completion
    • Managing Appointments
      • Editing Appointments
      • Checking into Appointments
      • Checking out of Appointments
      • Storing Appointment Files
      • Capturing Signatures
      • Completing Appointments
    • Appointment Cost Calculation
    • Service Agreement Leave
    • Appointment Validation
  • Client Care Reference Data
    • Skills Management
    • Delivery Activities
    • Appointment Services
    • Checklist Management
    • Client Note Templates
  • Maica Billing Processes
    • Maica Billing Processes
      • Invoice Generation Flow Logic
      • Invoice Dispatch Flow Logic
      • Manual Appointment Billing
      • Appointment Travel Billing
    • Xero Synchronisation
    • Xero Connection Configuration
  • Data Imports
    • Import Support Item Catalogue
    • Importing Historical Invoices
  • Log Management
    • Log Object
    • Synchronisation Logs
    • Maica Logs Report
    • Delete Logs
    • Known Issues & Gotchas
  • NDIS Notifications
    • Overview
    • How to setup
    • Events
  • Additional Information
    • Maica Client Care Releases
    • Maica Development Roadmap
    • Maica PACE Compliance Setup
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On this page
  • Plans
  • Service Bookings
  • Support Categories
  • Support Items (Products)
  • Support Item Prices (Prices Books and Price Book Entries)
  1. General Information
  2. Client Management Settings

NDIS Synchronisation

Populate Salesforce with data from the NDIS portal.

All synchronisation activities are dependent on your level of access in the NDIS Portal. Maica can only retrieve data that you have the required permissions and/or consent to access. This is especially relevant for retrieving Plan data (see below).

The synchronisation activities are dependent on your level of access in the Portal. For example, you can only retrieve the Plan details for Participants if you have

Plans

Synchronise the details of your Participant’s Plans, including Plan Budgets and Goals, with their NDIS record(s). Due to the nature of how Plan Goals are stored and managed by the NDIS, Maica re-creates these records as part of each sync. This means that if you have created any new, or updated any existing Plan Goal records, these changes will be lost. Use the Plan Goals option below to include or exclude these records in the sync with the NDIS. Plan records are also managed by the NDIS and we do not recommend updating these records in Salesforce.

In order to get a successful response, please ensure that as a Plan Manager, you have:

  1. An active Standard Service Booking for the Support Category of CB Choice and Control first exists with Support Items of either 14_033_0127_8_3 or 14_034_0127_8_3.

  2. An active Plan Managed Service Booking exists between the Participant and your Organisation.

  3. Received the Participant’s consent (via Participant Portal) to view their budget details.

☑ Include Plan Goals

Service Bookings

Synchronise the details of your Participant’s Service Bookings, including the Budget Items. Once the Service Bookings have been synchronised, we recommend making any updates, i.e. End Date extensions, directly in Salesforce as these will be reflected in the Portal.

Support Categories

Synchronise the list of NDIS Support Categories, i.e. Assistance with Daily Life (Includes SIL) from the Portal.

Support Categories must be synchronised before the Support Items (Products) and the Prices.

Support Items (Products)

Support Items must be synchronised after the Support Categories and before the Prices.

Support Item Prices (Prices Books and Price Book Entries)

Synchronise the complete prices of NDIS Support Items, i.e. Plan Management - Financial Administration ($104.45) from the Portal. These are created as standard Price Book and Price Book Entry records in Salesforce.

Support Item Prices must be synchronised after the Support Categories and Support Items. Any price updates are automatically handled via the PRODUCT_CAT_UPDATED Notification (Webhook) from the NDIS.

Please note: synchronising the Support Item Prices creates the following Price Book records (with the corresponding Price Book Entry):

  • NDIS Pricebook ACT

  • NDIS Pricebook NSW

  • NDIS Pricebook SA

  • NDIS Pricebook TAS

  • NDIS Pricebook VIC

  • NDIS Pricebook QLD

  • NDIS Pricebook WA

  • NDIS Pricebook NT

  • NDIS Pricebook REMOTE

  • NDIS Pricebook VERY_REMOTE

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Last updated 2 years ago

Synchronise the list of NDIS Support Items, i.e. Plan Management - Financial Administration (14_034_0127_8_3) from the Portal. These are created and managed as standard Product records in Salesforce. For more information about Salesforce Products and Price Books, click .

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