Plans that follow the NDIS, and every session on its own page
NDIS changes a plan in two ways: a variation edits it, a reassessment issues a new one. The Budgets tab now works the same way. Sessions get their own page, and every answer in a Case chat points at the records behind it.
Aldra Team4 min read
What’s new
Update this plan, or record a new plan
When a Case has a current plan, the Budgets tab offers Update this plan and New plan (reassessment). A Case with no current plan still shows Add plan and budgets and Upload NDIS plan.
Every update records a reason
Choose why the plan is changing: correcting a mistake, a new quote or report, a crisis or urgent change, a change to plan management, a plan extension, or something else. You can add a note, and a plan can no longer be marked as replaced by hand.
See what changed on a plan
Open Changes on a plan to see each update with its date, reason, note, who made it and what moved, such as the end date or an amount.
A reassessment replaces the plan before it
Enter the new plan by hand or upload it. Before you save, Aldra says the current plan will end the day before the new one starts, that its unspent funds do not carry over, and that sessions after that date move to the new plan.
Plans on a Case no longer overlap, and a start date that clashes with an existing plan or with approved claims is explained in plain words.
Earlier plans stay readable
A replaced plan moves to Previous plans, marked with the date it was replaced and a link to the plan that took over. Its budgets and the claims made against it are kept.
Goals are not copied twice
When you import a renewed plan, goals already on the Case are kept and only new ones are added. The confirmation says how many were kept and how many were added.
Every session has its own page
A session opens on a page that holds its goals, its scores and its cost together, and carries its own score link. One link can cover a series of repeats and files each score against the session it was given for.
No participant name appears on the page someone opens from a score link.
Behaviours of concern, scored and on the care map
Behaviours of concern are scored from the session page and from the score link, separately from goal scores, and each behaviour can be linked to the goals it affects on the care map.
One cost per session, split across its goals
A session carries a single cost, divided evenly across the goals it worked on, with the case note and the behaviour scores shown beside it as the evidence. Work not attributed to a goal is collected on its own card so the totals still add up.
A register for restrictive practices
Restrictive practices have their own register on the Behaviours tab, beside behaviours and strategies.
Start a behaviour support plan from one written elsewhere
Upload a behaviour support plan written outside Aldra and it becomes the plan in the builder, ready to edit, instead of being retyped.
A line that says what Aldra read
While Aldra works on a Case chat reply, and under it afterwards, a line counts the records it read and gives their dates, for example Read 14 observations (11 September to 9 October).
Numbered records under the reply
A claim that rests on a Case record carries a small number. Choose it, or the matching entry in the list under the reply, to open that goal, session, incident, observation or file.
Each one is shown only to people who can open the record, and one that has since been deleted reads Record no longer available.
Sharing a Case tells you what happened to the email
Share a Case and Aldra waits for the email to go, then says sent, failed, or not configured. A mistyped domain is caught before the Case is shared, and a bad address turns the field red as you type.
Usage and top-ups are for owners and admins
The account’s usage figures and the top-up card are now visible to owners and admins only, and only an owner or an admin can buy one.
Availability and how to get it
Live on the web for every organisation, with the plan changes on the Budgets tab of each Case. Nothing to switch on.
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