Mastering Funding Periods: Practical Spreadsheet Tool for AHPs
Tired of manually calculating plan end dates or scrambling to keep track of when budgets are due to run out?
Whether you’re an OT or supporting the admin side, managing funding periods across a busy caseload can get overwhelming – but it doesn’t have to be.
Date:Â Tuesday 19 August 2025
Time:Â 12:00pm - 12:45pm AEST
Duration:Â 45 minutes
What will you learn?
Whether you work solo or in a busy team, this session will help you track and manage funding periods confidently and proactively.
The following will be covered:
- How to use a simple spreadsheet to track funding periods and expiry dates
- Step-by-step guidance on entering, updating and managing participant data
- How to customise the tool to suit your workflow or team
- Tips to avoid common tracking errors and missed renewals
- Strategies to stay ahead of expiring plans and manage participant capacity
- Practical examples using mock participant data
- Ways to reduce admin stress and improve service continuity
- How to use the tool immediately in your practice or business
Who is this workshop for?
- OTs and allied health professionals managing NDIS participants
- Admin and support staff tracking budgets for a clinical team
- Sole traders wanting to stay organised and reduce missed renewals
Why attend?
- Get access to a fully customisable spreadsheet you can adapt to your needs
- Save time by reducing manual calculations and repetitive admin tasks
- Improve service continuity by tracking funding end dates before issues arise
- Walk away with a ready-to-use tool you can implement straight after the session
- Feel more organised and confident managing your caseload and budget timelines
About the Presenter
Nikki Cousins is the Director of Action Occupational Therapy, a boutique practice in the Hunter Region, NSW.
She specialises in wheelchair prescription, seating and positioning, and has extensive experience supporting clients with neurological and physical conditions.
Nikki has presented at national conferences including ATSA and OTA, and delivers training in areas including sensory processing, supported decision-making and daily living skills.
She is a board member of ARATA and a strong advocate for evidence-informed, person-centred practice.
Nikki also enjoys mentoring clinicians navigating complex cases and is the co-host of the OT Unplugged podcast, where she shares insights on contemporary OT practice in the NDIS context.
Chris Cousins: With an impressive 40 years of experience in the accounting field, Chris brings a wealth of knowledge and expertise to his role. For 13 years, he specialised in business and property finances, developing a keen eye for detail and a deep understanding of the financial intricacies within these sectors.
For over 25 years, Chris served as a financial accountant for the Australian operation of a prominent multinational company, where he honed his skills in managing complex financial systems and ensuring compliance with international standards.
Currently, Chris is leveraging his extensive experience as an accountant for Action OT, where he continues to provide exceptional financial oversight and strategic guidance.
In addition to his accounting expertise, Chris has a special interest in writing Microsoft Excel solutions, which streamline processes and enhance data analysis capabilities. His dedication to precision, combined with his ability to create innovative Excel solutions, makes him an invaluable asset to the service
