Careview - Client Funding - Plan Budgets

About Plan Budgets

Plan Budgets represent Category Budgets that you manage on behalf of your Client. They are used to build the Total Allocation value on the Service Contract.

Careview tracks the Plan Budget amounts as new Invoices and Support Coordination Case Notes are created.

Notes
The 'Unallocated Amount' column reflects the combined 'Budget' amount on any service provider category budgets which use the same support category, in addition to the combined 'Total Funding' amounts among service and stated supports that use the same support category but are for different service providers than the aforementioned service provider category budgets.