Add a Budget Category

Use the following steps to add a Budget Category to the plan budget in a client's 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, click Open on the Service Contract to which you will add a plan budget.

3.      In the Plan Budget table, click Create.

4.      The Add Budget Category screen displays.

Complete the following;

1. In the Plan Category field, select the category for the budget.
   

2. In the Budget Amount field, type the amount for this budget category.
   

If the Exclude from Service Contract Allocation Totals checkbox is ticked, the budget amount will not be added to the Service Contract Total Allocation amount.

5.      Click Save.

6.      The budget category and amount is added to the plan budget.

7.      Careview will now track any invoices or support coordination case notes that are delivered against the budget category, and update the Total Remaining and Total Delivered and amounts.

The Unallocated Amount 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 supports that use the same support category but are for different service providers than the aforementioned service provider category budgets.

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