Set up a Service Contract for all Clients who receive your
services under Client Funding in Careview. A Service Contract shows the
Client’s approved funding for a specific period of time. It also contains the
Client’s budget information, which Careview updates as invoices and case notes
are entered into the system.
It’s best practice in Careview to only have one active
Service Contract for each Client. Depending on your own business process, when a client recieves a new plan you
can make the existing Service Contract inactive and then create a new one for
the Client’s new NDIS Plan, or if they receive a plan extension you can simply extend the Service Contract End
Date if you prefer.
A
Service Contract contains:
- Plan Budgets
- Service Supports and Stated Supports
- Delivered Services
- Case Notes (for Support Coordination purposes only).
- Service Provider Category Budgets
- Funding Notes
Historical
Service Contracts are accessible from the Client Funding related list on the
Client Profile.