Service Items

Overview

The Service Item List is one of the most important configuration areas in FlowLogic. It controls how services are billed, how claims are generated, and how funding aligns across the system.

Every service your organisation delivers is defined here, including pricing, units, funding categories, and export behaviour. Keeping this section accurate is critical to ensure correct billing and compliance.

Accessing Service Items

To access the Service Item List:

• Go to Finance and Payroll
• Select Service Items
  
  

This opens a full list of all service items in your system.

Access to this section is permission-based, so if it is not visible, an administrator will need to enable it.

Understanding the Service Item List

The list view provides a high-level overview of each item.

You will see details such as:

• Item ID and region
• Category and label
• Service item code and export code
• Unit type and price
• Status (active or inactive)
• Auto-update indicator

This allows you to quickly review all available billing items and identify any missing or outdated configurations.

At the top of the screen, you can:

• Show or hide archived items
• Add new service items
• Access Classifications for category and funding setup

Creating and Managing Service Items

New items can be created using the Add New Item option.

 This is commonly used for:

• Custom services
• Internal billing items
• Non-NDIS supports

You can also manage classifications through the Classifications tab, where funding categories, regions, and streams are defined.

Editing a Service Item

Clicking Edit on any item opens the detailed configuration screen.

Here you can define:

• Item label and service code
• Export code (if different for finance systems)
• Unit price and unit type (hour, day, km, etc.)
• Description for internal clarity
• Classification (funding category)

You can also assign:

• Service regions
• Funding streams
• Quote-only status if required

This configuration determines how the item behaves across rostering, billing, and claiming.

Units and Billing Structure

Each service item must have a defined unit of measure. Common options include:

• Hourly
• Daily
• Per shift
• Per kilometre
• Weekly or monthly

Choosing the correct unit ensures accurate billing and alignment with funding rules.

Price Revision History

At the bottom of each service item is the Price Revision History, which is a critical feature.

Instead of replacing prices, FlowLogic stores multiple pricing versions over time.

When price updates occur:

• A new revision is added with a valid start date
• Historical pricing is retained
• The system automatically applies the correct rate based on the service date

This ensures:

• Accurate historical billing
• Compliance with NDIS pricing rules
• No need to manually adjust past claims

Valid Dates and Status

Each service item includes:

• Valid From date
• Valid to date
• Active or inactive status

These control when the item is available and which price applies.

FlowLogic uses these dates to determine which pricing revision to apply during exports.

Price Guide Updates

FlowLogic does not automatically update pricing.

When a new price guide is released:

• FlowLogic will notify your organisation
• You must request the update to be applied

Once applied:

• New prices apply only to future service dates
• Historical services continue using previous rates

Custom or non-NDIS items must be updated manually by your organisation if required.

Why Service Items Matter

The Service Item List acts as both:

• A library of all services your organisation delivers
• A calculation engine that drives billing, claims, and reporting

It directly impacts:

• Rostering billing options
• Funding allocations
• Funding Exchange exports
• Invoice generation
• Financial reporting

Summary

The Service Item List is a foundational part of FlowLogic. It defines how services are priced, billed, and exported across the system.

By maintaining accurate service items, you ensure:

• Correct billing and claiming
• Compliance with funding rules
• Consistent financial reporting

A well-managed service item list makes every downstream process smoother and more reliable.