We’re pleased to announce the latest Sygnal Web release, now available in the Production environment, introducing the new Plan Managers functionality together with enhancements to NDIS billing configuration and reporting.
Web Features and Enhancements
💳 Plan Manager Management
The existing Debtor management area has been updated to support Plan Managers for NDIS clients.
- Active Plan Managers can now be selected directly from a client’s Billing Configuration.
- Multiple Plan Managers can be assigned where required.
- Existing permissions for managing billing contacts and Plan Managers continue to apply.
🔹 Updated NDIS Billing Configuration
NDIS Billing Configuration has been simplified with clearer billing options:
- Plan Manager
- NDIS Agency Managed
- NDIS Self Managed
The previous shared billing contact options have been replaced with these updated billing selections.
For other client types, including Aged Care, Private and iCare, the existing debtor management process remains unchanged.
Reporting Enhancements
📊 Debtor Agency Report Updates
The Debtor Agency Report has been updated to support Plan Managed and Self Managed NDIS billing.
Users can now view additional information including:
- Client Name
- Plan Manager Name
- Billing Contact Type
A new Plan/Self Managed reporting option is also available.
Existing reporting and ZIP generation for NDIS Agency Managed clients and other client types remains unchanged.
Need More Information?
Detailed guides and FAQs are available in our Help Centre:
🔗 Reference: How Plan Managers and Billing Configuration Work in Sygnal
🔗 Reference: How Plan Managed, Self Managed and Agency Managed Billing Reports Work in Sygnal