Case Note Override Funding Period Available Budget Validation

Follow these steps if you wish to bypass all funding period budget validations when creating or updating a Case Note.

1.      Click on the Settings icon.

2.    Navigate to the Support Coordination settings, and click on Override Funding Period Budget Validation.

3.   The Override Funding Period Available Budget Validation screen displays.  Set the toggle box to Enabled and click on Update.

• Related Articles

• Create a Case Note

  Use the following steps to Create a Case Note (includes information on how to create both billable and non-billable case notes) 1. Click Support Coordination from the Careview menu, then select Clients. 2. The Client list screen displays. Type part ...

• Move a Case Note

  Use the following steps to Move a Case Note from one Service Contract to another for the same Client. 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 ...

• NDIS PACE Funding Components and Periods - Create new Funding Components and Funding Periods

  To create a new Funding Component, follow these steps ? PLEASE NOTE - In the INTERIM period that development was occurring, we advised customers to proceed with standard process and to setup Plan Budget categories for the FULL plan length. By ...

• NDIS PACE Funding Components and Periods - Edit Funding Components and Funding Periods

  To update an existing Funding Component and its associated Funding Periods, follow these steps: ? PLEASE NOTE - In the INTERIM period that development was occurring, we advised customers to proceed with standard process and to setup Plan Budget ...

• Service Entry Funding Period Validation Logic Overview

  This article outlines the validation rules applied during invoice creation, editing, and cloning within the Service Entry feature for PACE Service Contracts. These validations ensure accurate budget allocation and compliance with funding period and ...