When your current plan ends, you will want to keep that one safe and start managing the new plan with Humane.

You can do exactly that by following the steps below:-

Step 1 - Click on the Plan Details button in the side menu

Step 2 - Now click on Add Plan to add multiple plans for the participant as shown above.

Step 3 - Now enter the start and end date for the plan and then click on Next. You can find this information in the new plan you should’ve received from NDIS.

Step 4 - Now select the relevant categories that you wish to plan and track on Humane, and click on Next. You can find more information in this article.

Step 5 - Now add the total budget from your NDIS plan. Your past spending should be zero if you just received your plan and you're planning on recording all sessions on Humane.
Click on Add to create the new plan.

Now you will be able to see multiple plans for a single participant. You can click on Select to switch between plans.

Switch plans

The option of adding multiple plans for a single participant is limited to Humane Pro Plan.
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