Q: How do I plan and forecast my NDIS budget for future using the 'Plan budget' page?

<hr /> How does planning and forecasting help? Humane allows you to plan your NDIS budget easily. For each budget category, you can enter the repeating sessions (e.g. Physiotherapy every week at $150/hour) that you would like to have. Based on these, Humane gives you a forecast showing exactly how much funds you would have left by the end of your NDIS plan. You can add or remove sessions, change price or frequency of different sessions to build a schedule that helps you achieve your goals and make most of the plan. It also allows you to make sure that you do not overspend or underspend your funds. How do I plan and forecast my funds? To do this, click on the 'Plan Budget' option from the left navigation bar. Now from the dropdown at the top, select the budget category you want to plan for. <img src="https://storage.crisp.chat/users/helpdesk/website/c4f733addbe8e800/screen-shot-2021-11-13-at-1224_1bul5dl.png" alt="Plan budget category selection" /> Now, the 'Plan Duration' tab will be selected automatically. In this example, the NDIS participant Harry has just joined the platform in November but his plan started in June. He has already spent $4500 which he added during onboarding. The red area shows the funds that have already been spent. This includes both 'Estimated initial spend' added during onboarding + spend from sessions recorded on the platform. The dotted line shows you the ideal spend for each month. As you can see in the image above, for the month of November the re

Question 1

5 steps to set-up your self-management with Humane - Complete Overview

Accepted Answer

Just joined Humane? Get everything set up using this step-by-step guide.

1. Complete your onboarding on the platform

After you sign up from https://app.humanecare.com.au/signup, first step is to complete your onboarding on to the platform. This is a 3 step process that should take just a few minutes! You will need to refer to your NDIS plan, and possibly your NDIS portal or current excel spreadsheet.

We've already covered everything you need to know about onboarding in this article - How do I complete onboarding after signing up?.

2. Add & track past support sessions on the platform

After you sign up and complete your onboarding, you will see one of the two screens below.

a. If you added 'Estimated Past Spending' as Zero during step 3 of onboarding

Zero estimated spending during onboarding

In this case, since you didn't add any past spending, you can add all your past support sessions (recurring and one-off) easily now. Refer to this article for details - How do I add, edit, duplicate or delete a support session?

You can add all your sessions at once, or do it over time. Our team might be able to do an automatic import of your past data from

Question 2

How do I complete onboarding after signing up?

Accepted Answer

You can access the Humane app from https://app.humanecare.com.au/signup. After signing up, you will be taken to a 3-step onboarding process.

Before starting onboarding, you will need access to your NDIS plan, and to your NDIS myplace portal or to a spreadsheet (i.e. wherever you store your past sessions and spending if any). The onboarding process should take around 10-15 mins.

Step 1

For the Step 1 of onboarding as shown below, enter the participant's basic details. For plan start and end details, please refer to your NDIS plan.

Step 1 of onboarding

Step 2

For Step 2, simply open your pdf NDIS plan, and choose the budget categories you want to plan & track in Humane. We've already answered some of the questions you might have about this -

Question 3

How do I plan and forecast my NDIS budget for future using the 'Plan budget' page?

Accepted Answer

How does planning and forecasting help?

Humane allows you to plan your NDIS budget easily.

For each budget category, you can enter the repeating sessions (e.g. Physiotherapy every week at $150/hour) that you would like to have. Based on these, Humane gives you a forecast showing exactly how much funds you would have left by the end of your NDIS plan. You can add or remove sessions, change price or frequency of different sessions to build a schedule that helps you achieve your goals and make most of the plan.

It also allows you to make sure that you do not overspend or underspend your funds.

How do I plan and forecast my funds?

To do this, click on the 'Plan Budget' option from the left navigation bar. Now from the dropdown at the top, select the budget category you want to plan for.

Plan budget category selection

Now, the 'Plan Duration' tab will be selected automatically. In this example, the NDIS participant Harry has just joined the platform in November but his plan started in June. He has already spent $4500 which he added during onboarding.

The red area shows the funds that have already been spent. This includes both 'Estimated initial spend' added during onboarding + spend from sessions recorded on the platform.

The dotted line shows you the ideal spend for each month. As you can see in the image above, for the month of November the re

Question 4

What happens when I accept or reject a planned session in 'Sessions waiting for approval'?

Accepted Answer

When you accept a planned session for a particular date from the 'Sessions waiting for approval' tab, it gets added to the 'Session already happened' tab.

Before

After

When you decline an expected planned session for a particular date, it gets discarded and disappears, meaning that it actually didn't end up happened.

Currently, you cannot undo your actions for accepting or declining a session. If you accidentally reject a session, you can simply click on 'Add Session' button and add it separately.

To know full details on how to plan for the future and track the planned sessions over time, read the articles

Question 5

How do I find past support sessions based on certain criteria? E.g. name, date range, price range, whether I've paid etc.

Accepted Answer

Filters and search are great tools to find whatever you want from existing sessions

Filters Let's say you want to see all the support sessions that happened with a specific provider.

To achieve this, go to the 'Sessions' page and click on 'Filters' button towards the top.

Now simply click on 'Providers' and choose what you want. Once you click 'Apply Filters', all the sessions with only that provider will appear.

To go back to seeing all support sessions again, simply click 'Reset all filters' option.

Similarly you can also filter based on whether you've paid or claimed a session, the price range, date range, budget category, whether you've added invoice etc. You can also use a combination of filters.

An example is - let's say you want to see all the sessions by provider 'Care Ability' that you have not claimed for. For this, simply select the filter options 'Care Ability' for provider and 'Not paid' tag, and press 'Apply filters'.

Search At any time, you can simply enter any session name in the search bar and all the past sessions that match it will appear.

Question 6

How do I update the budget or plan details that I added at the start?

Accepted Answer

Plan details can be updated to change plan start and end dates, budget categories and total and estimated spend for each.

If you want to edit the plan details that you added during onboarding or when you created an additional plan, simply click on 'Plan Details' option in the left navigation bar.

Now from the 'Plan Details' section, simply click on the 'Edit Plan' button.

Once you click the button, a 3-step popup will appear similar to what you filled during onboarding.

Step 1 - Change your 'Plan Start Date' or 'Plan End Date' if you need to.

${color}[#808080](Please note that if you've received a new plan from NDIS, you should be adding a new plan rather than updating the existing one.)

Step 2 - Change the categories that you want to track or plan your budget for, if you need to.

One thing to note here is that you cannot remove a category that you already have past or planned sessions for. To remove it, first you have to remove the sessions associated with that category. Other than that, you can add or remove any other category.

Step 3 - In the

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