BlitzitPlan Manager
Add Calendar Event
Sick / Annual Leave — select staff below. This will appear on their timesheet automatically.
Click to add staff members...
All Staff
Created by: —
Staff Tasks This Day
▼
Task
Date
Time
Assigned to
Created by
Notes
Edit Weekly Timesheet
Monday
Tuesday
Wednesday
Thursday
Friday
+ Add Task
Assign Tasks for Today
Run Monthly Statements
Emails statement to participant + contacts with Statements ticked
Recipients preview
Click Preview to load recipients…
Mark Invoice as Paid
Remittance advice will be sent to the provider automatically
Task History
Daily task log — view what staff were assigned each day
Clock In
8:30 AM
Sunday, 29 March 2026
Confirm your clock-in time for today.
Part Details
Add Plan Note
Extend Plan
Update Budgets
Edit Options
This is the default price region used for invoice items
Pace Settings
Check this option for plans originating in PACE
If the Role Start Date in PACE has been set to a date after the Plan Start Date enable this option to allow for correct claiming of support items for this plan dates
If the Role Start Date is before the plan start date, this option should remain disabled.
Fee Options
The day of the week the $24.04 plan management fee is automatically deducted
Note: This option is only able to be changed when creating a new plan
A plan setup fee is charged when a plan is created. This is a one-off fee.
A plan setup fee is charged when a plan is created. This is a one-off fee.
Fees will be charged on Fridays
The Service agreement received date controls when plan fees will begin to be charged.
For new plans this should align to the Plan Start Date or the Role Start Date when this has been set
For new plans this should align to the Plan Start Date or the Role Start Date when this has been set
The Do Not Charge Plan Fees flag will prevent any plan fees from being charged.
CB 7
Support Coordination Funding
Plan Dates: —
Released
$0.00
Spent
$0.00
Available
$0.00
Period Overview
Spent
Available (past)
Current period
Unreleased
Period Usage Analysis
| # | Start | End | Remaining | Rollover | Released | Spent | Available |
|---|
Import Proda Plan
How to copy: In PRODA, open the participant's plan → Support Details section → select the whole table (header row + all support rows) and copy. Paste it below. You can paste both category rows (showing "-" for item number) and stated-support rows (showing item codes like
14_033_0127_8_3) in the same paste.
No valid plan items found yet — paste your PRODA table above.
| # | Support Budget | Item # | Item Name | Qty | Allocated | Remaining |
|---|
Import Pace Plan
How to copy: In PACE, open the "Budget view" for this participant. Select everything from the Core flexible: Registered plan managed heading down through both tables (Core flexible + Stated supports) and paste below. Only categories present in your paste will be imported.
No valid plan items found yet — paste your PACE budget view above.
Step 1 — Plan Overview
Awaiting paste…
Running preview
Paste step 1 to begin.
Add Provider
Search existing providers
Block Provider
Blocking this provider for this participant. The engagement will move to the Blocked section with your name and the reason recorded. This does not cancel any open invoices — handle those separately via the invoice detail page.
Pending action is a flag only — staff must take the corresponding action separately. Automatic cascade-cancel is a participant-portal feature and is not triggered by staff blocks.
Funding Periods: Daily Activities
Plan Period Calculations
Periods
Create Payment File
NDIS bulk payment CSV for portal upload
| Participant | NDIS # | Charge Day | Amount | Status |
|---|
Import Funding Periods
Paste rows copied from a spreadsheet. Each row should contain:
Dates as DD/MM/YYYY or YYYY-MM-DD. One row per line.
Start Date | End Date | BudgetDates as DD/MM/YYYY or YYYY-MM-DD. One row per line.
Update PACE Category
Update the PACE support category code for this line item. This affects how claims are submitted to the NDIS portal.
Edit Provider
Provider
Contact Details
Emails
Phone
Address
Postcodes
Suburbs Operating In
No suburbs listed.
Options
Bank Details
Services Provided
No services listed.
Contact Info
Contacts — Sally Sample
Tap a phone number to call · Tap an email to compose a reply
Edit Tasks for Today
Manage tasks for all staff members at once
Add New Plan
Plan Management Fee
$24.04 will be automatically deducted from CB 14 on the selected day each week
Any existing active plan will be marked as expired. Support categories can be added via the plan's Update Budgets button after saving.
★ Recommend this Support Coordinator
Internal only — never visible to SC or participants
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New Email
Meta
Cohort = send to many; each person receives their own individual email.
Every send holds for 15 minutes first — cancel from Sent.
Untick to send the plain body only. Preview shows the final result either way.
My Drafts
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Recipients
No recipients yet
How cohort sends work: each recipient receives their own individual email — they do not see each other on the "to" line.
Cohort Type
Filters (optional)
— recipients
Cohort sends require admin approval before dispatch. The recipient count resolves live at submit time; exclusions re-evaluate at dispatch.
Save to participant profile
BlitzitGPT
NDIS AI assistant · Online
On Dashboard
AI-generated · verify before acting on participant data
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Enter the 6-digit code from your authenticator app.