Organisation services are a key part of Pnyx. Services:

  • connect your organisation to your clients
  • can be viewed by other organisations to knwo what is that you do (all organisations using Pnyx see each others’ lists)
  • determine your organisations’ reports and feeds to the funding sources (DSS or NDIS).

Define the services

Before setting up your services in Pnyx you will need to sit down and plan your services based on;

  • Funding sources:
  • Marketing strategy
  • Reporting for AGM or other purposes

As and example; Katoomba Care delivers;

  1. Community Home Visitor funded by DSS - Community Visitor Scheme (CVS)
  2. Personal Care funded by NDIS, DSS (for CHSP) and Client fee for service
  3. Book club funded by Corporate philanthropy

At first glance we have 3 services but Personal Care needs to be reported to 2 different funding bodies, so has to be entered once per each funding source;

  1. Community Home Visitor funded by DSS - Community Visitor Scheme (CVS)
  2. Personal Care funded by Client fee for service
  3. Personal Care - CHSP funded by NDIS and DSS (for CHSP)
  4. Personal Care - NDIS funded by NDIS and DSS (for CHSP)
  5. Book club funded by Corporate philanthropy

Personal Care funded by Client fee for service, has different rates for weekdays and weekends, so has to be entered once per each rate;

  1. Community Home Visitor funded by DSS - Community Visitor Scheme (CVS)
  2. Personal Care Weekdays funded by Client fee for service
  3. Personal Care Weekends funded by Client fee for service
  4. Personal Care - CHSP funded by NDIS and DSS (for CHSP)
  5. Personal Care - NDIS funded by NDIS and DSS (for CHSP)
  6. Book club funded by Corporate philanthropy

With this service layout Katoomba Care can produce Bulk uploads for the NDIS, automatically report to DEX (Data Exchange) Department of Social Services, invoice clients, reconcile activities to their chosen accounting system for banking reconciliation and finally report to corporate donors.

Create Your Organisational Services

Step 1. Go to your organisation area

From the Home screen the quickest way to go to your organisation is to click on your organisation’s name under My Organisations on the right.

Step 2. Go to the Services List

Click on Services from the menu items on the left. Organisation service list screen

Step 3. Add a new Service

Once on the Service area inside your organisation click on Add new service on the top right to bring up the add service form.

Once you click on add service, a form will open. Fill that out to include the service name and description, and some fields such as:

Organisation service list screen Status: The service status enables you to manage the lifecycle of the service. To provide service to your clients set the status to Active. Other possible values are;

  • Plan: The service is planned to be provided in the near future, usually is waiting funding approval.
  • Active: The service is being provided to your clients.
  • Inactive : The service is no longer provided. This services are kept for historical reasons as they can’t be provided anymore.

Vacancies: Enter the number of available spots for eligible clients.

Funding Source: You can select the source of funding for a specific service:

  • Government grant
  • Client fee for service
  • Gift or donation
  • Corporate philanthropy
  • National Disability Insurance Scheme (NDIS)
  • Department of Social Services (DSS)

Hint: You can create 2 services with different funding sources. This will differentiate them when it comes to reporting to the different funding sources.

Fees charged: Enter the average fees charged to the client if applicable.

Area of Service : Enter all the suburbs your organisation provides services in, this way other users will find your organisation based on services provided and location. To do this start typing the suburb name on the Enter a location box and select the suburb from the options.

Once you have finished completing the information click on the blue save changes button on the bottom right.

Congratulations! You have created your first service. Now you can create all the other services your organisation provides.