Mastering Funding Periods: Practical Spreadsheet Tool for AHPs
Workshop Duration:Â 45 minutes
Cost:Â $60.00
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.
Purchase this workshopWhat 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
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Who is this workshop for?
- Â 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
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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
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What's included?
- Gain online access to the workshop – live workshops are delivered via Zoom, while self-paced options include access to recorded sessions
- Download workshop slides and any resources provided by the presenter
- Enjoy six months of access to the recording and resources via your Verve OT Learning Library
- Receive a certificate of completion for your CPD records, available via email upon completion of the workshopÂ
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Terms of purchase
Please note that each workshop purchase provides access for one person only. If you would like multiple team members to access this workshop, each person must purchase the workshop seperately.
Intermediate Level
The content of this workshop is suitable for therapists who already have a basic understanding of the topic and some practical experience applying it in clinical practice.
The workshop builds on foundational knowledge and explores more detailed reasoning, application and problem-solving.
Service Bookings Spreadsheet Template
Take the guesswork out of managing funding periods with a ready-to-use spreadsheet that helps you track budgets, service bookings, carryover amounts and remaining funds in one place. Stay on top of client funding and reduce the risk of delivering services you may not get paid for.
Service Bookings Spreadsheet Instructions
Get step-by-step guidance on how to use every feature of the spreadsheet, from setting up new clients to tracking funding periods and monitoring available budgets. You'll be able to start using the template with confidence straight away.
Completed Service Bookings Spreadsheet Example
See exactly what a completed spreadsheet looks like so you can understand how to enter data, track funding periods and monitor client budgets. Use it as a practical reference while setting up and using your own spreadsheet.
Included with your workshop in your Verve OT Learning Library
Considering more than one workshop?
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Add them all to your cart and finalise your purchase in one easy step
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.
Sign up todayWhat Are Others Saying?
"The workshop was great. Love that you have taken a hugely complex issue and created a solution...better than any other I have found! For me it is great timing, as we only have a handful of people on new plans with the funding period so it is easier to change. I think highlight that you can use each spreadsheet per clinician OR all clients OR eg per discipline....which may open people's options to ways and means to use it. I am new to excel with my business and I followed along comfortably!"
Linda R, Occupational Therapist
"Great workshop with an awesome, detailed spreadsheet."
Rebecca T, Occupational Therapist
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Verve OT Learning Workshop Categories
Beginner
Suitable for therapists who are new to the topic area and require foundational knowledge.
The workshop assumes little or no prior experience and focuses on core concepts, terminology, frameworks and practical introductory skills.
Intermediate
Suitable for therapists who already have a basic understanding of the topic and some practical experience applying it in clinical practice.
The workshop builds on foundational knowledge and explores more detailed reasoning, application and problem-solving.
Advanced
Suitable for experienced therapists who are already working in this area regularly.
The workshop assumes strong foundational knowledge and focuses on complex clinical reasoning, nuanced decision-making, advanced application and higher-level practice considerations.
All levels
Suitable for therapists across a range of experience levels.
While some concepts may be more familiar to experienced clinicians, the content is designed to be accessible and valuable regardless of prior knowledge.
