Integrations and Add-ons

Connect and automate your business with other tools and features.

Adding a Budget to a Case

Nookal offers the option to manage claims for a Payer with a Budget instead of a number of sessions. This can be quite helpful for programs that assigned a certain budget for different types of services, such as NDIS.

NDIS Integration or Advanced Payer Billing needs to be enabled for the Budget feature to be used for the Payer of a Case. See Setting up the NDIS Integration for more details.

Attributing a Budget to a Case

1. Open the Client’s Case.

2. Click Add Payer.

3. Search and select the Payer within the Contacts.

4. Select Budget as the billing type and click Next.

Adding Money to a Budget

1. In the Payer column of the Case’s page, click Edit in the Budget section.

2. Add amounts against the categories associated with Services and Classes as relevant.

The Categories displayed are those set for Services and Classes in their Setup pages. They are displayed in the Setup > Items > Services or Classes pages.

3. Click Save.

The total Budget amount will be displayed.

4. Click Save Changes in the bottom right corner for the budget to be saved against the Case.

Once saved, the total Remaining balance will be displayed.

5. Add any Referral details to the Case such as referral date and doctor, expiry date, reference number as required for invoicing or claiming.

6. Click Save Changes.

Once the Case is set with a Budget, any invoices generated for the Case and Payer will update the remaining balance.

For additional details on keeping track of the budget, billing and exporting invoices, refer to Managing a Case with a Budget.

Keep Reading

Help Centre

Looking for Answers?

All that is gold does not glitter, but Helga's here to help those that may be lost.