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.
Related Articles
Creating a service contract
To create a service contract for your client, go to the CRM section on the menu, click on Clients and select your client. On the Client Profile screen, go down to the Client Funding section and click the new link on the right hand side. The Create ...
Edit a Service Contract
If you need to make any changes to a Service Contract, use the following steps. 1. Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want). 2. In the Client Funding table below the ...
Create a Service Contract
1. Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want). 2. In the Client Funding table below the Client Details, click New. 3. The Create New Contract screen displays. ...
Creating a Case Note before having a Service Contract
If you want to record a case note before you have a client's plan from the NDIS. A placeholder Service Contract may be created within the client profile. Then once the actual plan is avaliable these details can be edited within the existing Service ...
Clone a service contract
When a client has been given a new plan from the NDIS, to save time you can use their existing service contract in Careview to create the new one. To do this, go to CRM, Clients, Locate your client and open their current service contract. Click the ...