Careview - Plan Budgets

Edit a Budget Category

Use the following steps to edit a budget category in the plan budget of 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 you wish to change.


3.     In the Plan Budget table, click Edit on the Plan Budget you wish to change.


4.      The Edit Budget Category screen displays. Change the Plan Category and/or the Budget Amount fields as required.  Click Save.

Idea
If you don’t want the budget amount to be added to the Service Contract Total Allocation amount, click the check box on Exclude from Service Contract Allocation Totals. The 'Delivered' amount will be set to $0, and the category budget will not be available to use elsewhere in Careview.

5.      The changes are updated in the Plan Budget table.


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