Careview - Client Funding - Service Support

Create a Service Support


Use the following steps to create a Service Support in 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 Support.



3.       In the Service Support table, click Create.



4.       The Create Service Support screen displays.



Complete this screen as follows
  1. In the Service field, type several characters of the service, then select the Service from the list that displays. You can select from any NDIS Price Guide Item.

    WarningImportant: For allied health suffix support item numbers, select the base support item when creating a Service Support. Do not select suffix items such as _CA, _NF, _PT, _RR, _TH, _CA2, or _NF2. Suffix items are used later when creating the invoices or case notes. Careview will use the base Service Support for funding and retain the suffix item for claiming/output where applicable.

  1. In the Quantity field, select the quantity to apply to the Service.
  1. In the NDIS Rate field, select a NDIS rate, or if the Service Provider is charging less than the NDIS rate, select Use alternative rate.

  2. Where 'Alternative Rate' has been chosen in the NDIS Rate field, enter the desired Rate Amount.

WarningA value for Rate Amount should never be '0'

    1. In the Note field, type any notes relevant to this Service.
    1. In the Service Provider field, select the Service Provider.
    In the Management Style (Stated Item) field, select from N/A and Agency for CoS NDIS Claim or Plan Management and Self Managed for CoS Invoice.
    For more information, please refer to our Service Support Management Style Explained article.
    1. The Total field displays the total of Rate x Quantity.
    1. Leave the checkbox ticked for Exclude From Service Contract Allocation Totals.
    Notes
    If you uncheck this field the Total Amount for the Service Support will be added to the Service Contract Total Allocation amount.
    1. Click Save.

    5.         The new Service Support is added to the Service Support table.