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Watch the video walkthrough, then follow the steps below.
1

Open the client's profile

  1. Go to your client’s profile.
  2. Select the Agreements tab.
2

Create a new agreement

  1. Click New Agreement.
  2. Select Create to start the agreement.
3

Enter agreement details

  1. Choose the Agreement Type.
  2. Enter the budget details if they are available.
  3. Add the Agreement Start Date.
  4. Set an Alert Date (optional).
  5. Click Save to keep your changes.
4

Set the NDIS activity type

  • If the client receives only one-on-one services, leave this set to Direct 1:1.
  • If the client receives any ratioed services, change it to Set Ratio When Rostering.
5

Select the funding management

Choose how the client’s services are funded:
  • Agency Managed
  • Plan Managed
  • Self-Managed
If the client uses more than one funding type, you must create a separate agreement for each funding management type.
6

Add approved services

  1. Click Add Services in the bottom-left corner.
  2. Use the filters to find the services included in the client’s approved plan.
  3. Select all relevant services.
  4. Click Add Services to include them in the agreement.
7

You're ready to start rostering

Your Visualcare agreement is now created. You can begin rostering services for the client.