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. In the Attach Document field, click the Attach image and select the file to attach. The document name displays below the Budget Amount field.
  5. In the Notes field, add any relevant notes.
  6. Click Save.

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




    • 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 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 ...

    • 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 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. ...

    • Add a Service Provider Company

      It is Important that you add all of the Service Provider companies that are providing services to your clients. You can also create Service Providers in the Invoice Entry Creation screen. Before creating an Individual Provider records, it's important ...