Careview - 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 table, click Open on the Service Contract to which you will add a Service Provider Category Budget.



3.         In the Service Provider Category Budgets table, click Create.



4.         The Add Service Provider Category Budgets screen displays.



Complete the following fields;
  1. In the Service Provider field, select the Service Provider.
  2. In the Category field, select the category of assistance provided to the Client.
  3. In the Budget Amount field, type the amout of the budget applied to the selected Service Provider.
  4. Enter the Start Date and End Date. These fields are automatically populated with the Plan Start Date and Plan End Date from the participant’s contract. Users can update these values to reflect the service duration specified in the agreements between the participant and the Service Provider if required.
  5. In the Attach Document field, click the Attach image and select the file to attach. The document name displays below the Budget Amount field.
  6. In the Notes field, add any relevant notes.
  7. Click Save.

5.           The new Service Provider Category Budget record is added to the table.




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