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
Case Note Override Stated Support Funding Validation
Follow these steps if you wish to bypass the Stated Support budget validations when creating or updating a Case Note. If the settings is disabled, a warning message only will display to alert you that there is insufficient stated support funds and ...NDIS PACE Funding Components and Periods Enhancement Overview
Careview Service Contract Screen (PACE Service Contract) New Calendar Icon for Plan Budgets We’re introducing a new calendar icon in the Plan Budget table to make it easier to manage and track Funding Components. A calendar icon will now appear next ...Funding Period Claims Flexibility Setting
Follow these steps to enable the Funding Period Claims Flexibility Setting to gain greater flexibility in managing funding and invoicing. When enabled the system will allow you to do the following: Claim past services against the current Funding ...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 ...