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Maica Client Management V.0.332

Client Management

May 21, 2025

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Post Installation Scripts

NDIS-856: Support for Funding Periods in PACE Budgets

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Enhancement: Support for PACE Budgets with Funding Periods

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We’ve updated Maica to support the latest changes to the NDIS PACE platform in alignment with the amendments to Section 33 of the NDIS Act, which introduced Funding Periods to regulate how funding is released to Participants over time.

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What are Funding Periods? 

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  1. Funding Periods allow the NDIA to define how often Participants can access portions of their budget, rather than receiving full access upfront.
  2. This change aims to prevent rapid drawdowns of large budget amounts, promoting more sustainable funding use throughout a Participant’s plan.

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What’s Changed?

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Support for PACE Budgets with and without Funding Periods: Maica now supports both:

1. PACE Budgets that include Funding Periods

2. PACE Budgets that do not include Funding Periods

This flexibility ensures Maica is compatible with all budget types returned by the NDIA's PACE APIs.

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New Field Support in Budget Payloads: Maica now interprets and stores the use_funding_periods field in the API response to determine how to handle each Participant's plan. The NDIS will issue funding intervals of 1, 3, 6, or 12 months for eligible Participants.

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Data Model Enhancements: New objects and fields were introduced to support the updated data structure from the PACE API:

New Object: Plan Period

New Attributes: Added to both the Plan and Plan Budget objects

See PDF attachment

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Plan Manager and Support Coordinator Permissions: Access to budget data respects role-based access:

Support Coordinators: Full access to PACE budgets

Plan Managers: View-only access, subject to NDIA restrictions

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PACE Plan with Funding Periods - Plan Budget 

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Click here to view & download the full Schema Update associated with Maica Release V.0.332

Post Installation Scripts
Please ensure you complete the following Post Install Scripts in the order they are provided. If you require assistance with installing or running this script, please contact Maica Support for guidance.
Post Installation Scripts: Client Management ONLY
The section of below scripts apply if you are on Client Management ONLY, if you use Client Management & Delivery, skip to the next section.
Please ensure you complete the following Post Install Scripts in the order they are provided. If you require assistance with installing or running this script, please contact Maica Support for guidance.

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Update the maica__Plan_Budget.maica__Plan_Management__c picklist with the following values accessible via the link below. Post the link into your browser to access the table.

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https://drive.google.com/file/d/1-NNRMAqUHrNk5lZ-WhcJkocrzGfwS0Bx/view?usp=sharing
Post Installation Scripts: Client Management & Client Delivery
If you are on Maica Client Delivery as well as Maica Client Management, please use the below scripts. If you are on Client Management ONLY, please ignore the below section.
Note: When running these scripts, please wait until the first Job has been completed before starting the second Script. You can track the progress of the Job in your Salesforce instance by going to Setup --> Apex Jobs.
If you require assistance with installing or running this script, please contact Maica Support for guidance.

Script to UPDATE Invoice Line Items

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Script to UPDATE Agreement Items

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