About Service Provider Category Budgets
Careview enables Plan Managers and Support Coordinators to allocate Category budgets against specific Service Providers. This enables the system to reflect where Service Agreements are in place between specific providers and the NDIS Participant. From a Plan Management perspective, when Invoices are received from the Service Provider, the system can then track their budget, ensuring they do not over-spend against their agreed Category budget total.
The 'Unallocated Amount' column of the service provider category budget reflects the combined 'Total Funding' amounts among service supports that use the same support category and service provider.
Related Articles
Edit a Service Provider Category Budget
Use the following steps to edit a Service Provider Category Budget on 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 ...
Add a Service Provider Category Budget
Use the following steps to add a Service Provider Category Budget to 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 ...
Delete a Service Provider Category Budget
Use the following steps to delete a Service Provider Category Budget on 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 ...
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 ...
About Service Contracts
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 ...