Alright, let's talk about adding custom charge items to your Coordinoter account. This feature is super handy for tailoring your CRM to match the specific needs of your NDIS Support Coordination duties. Let's dive in!
Charge Items Tab
First things first, from the Finance Page - head over to the Charge Items tab. This is your go-to spot for managing all those custom NDIS charge items.
1. Search Feature
Got a specific charge item in mind? Use the Search Bar at the top of the Charge Items tab. Just type in the name of the charge item from the NDIS Pricing Arrangements. It's like having a mini Google for your NDIS charges!
2. Activate Item
Found the charge item you were looking for? Awesome! Now, just press the Activate Item button next to it. This will add the charge item to your list of available options in the app. Easy peasy, right?
Pre-Activated Charge Items
Good news! We've already activated the main Support Coordination and Recovery Coaching charge items for you. But don't let that stop you from customising further. Feel free to add any other charge items that suit your specific needs. The more, the merrier!
And there you have it! Adding custom charge items is as simple as a few clicks. Now you can tailor your Coordinoter experience to fit your unique workflow. Cheers to making your job a little bit easier!