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. If the Service Provider doesn't exist in Careview, authorised users can select Add to create the Service provider record, then continue adding the required SPCB. Please note: Add option is only visible to the users with Create Service Provider record permission.
  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 Attachments field, click the Drag & Drop attachment section and select the file to attach or drag and drop the attachments. The attachment appears under the attachments field.
  6. In the Notes field, add any relevant notes.
  7. Click the Save or Save & New button to create new service provider category budget report.
  8. Click the Save & Distribute Fund button to create the new service provider category budget, and distribute the funding to align with the related Category's Funding Periods. 
Info
The Save & Distribute Fund button is only Enabled when the Category is linked to a Funding Component.

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

6.          To setup funding periods for Service Provider Category Budget record/s upon clicking the Save & Distribute Fund button, please follow the steps in Setup and Modify funding periods for Service Provider Category Budgets

Multiple Service Provider Category Budget Agreements


Careview allows users to add more than one Service Provider Category Budget record for the same Service Provider and Category, as long as the Start Date and End Date do not overlap.

This may be required where the participant has a new agreement with the same Service Provider for a later period.

Follow the steps below to Renew a Service Agreement:

1.   Click on Renew Contract next to the expired Service Agreement:


2.  Update the Start and End Dates, and the new budget amount as required:



                                                      

3.  The Service Provider Category Budget will be updated:


4. You can view the previous agreement by using the  < button if required:


Warning
If another Service Provider Category Budget already exists for the same Service Provider and Category, Careview will check the agreement dates. If the dates overlap, the record cannot be saved. This helps ensure delivered services and invoice validation are matched to the correct Service Provider Category Budget agreement.

Hide Expired Agreements:


If you do not want to view agreements that have expired, select Hide Expired Agreements. This will hide expired Service Provider Category Budget records from the table view only. It does not delete the records.




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