Edit a Service Provider Category Budget
Use the following steps to edit a Service Provider Category
Budget on 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 want to edit a Service Provider Category Budget.
4. The Edit Budget Category screen displays. Make the changes you want,
then click Update to save the changes.
5. The
changes are added to the Service Provider Category Budget.
Related Articles
Delete a Service Provider Category Budget
Use the following steps to delete a Service Provider Category Budget on 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 ...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 ...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 ...About Service Provider Category Budgets
Careview enables Plan Managers and Support Coordinators to allocate Category budgets against specific Service Providers. This enables the system to reflect where Service Agreements are in place between specific providers and the NDIS Participant. ...Edit a Service Provider Company
Use the following steps to edit a Service Provider company. 1. Click on Resources from the Main Menu, and click to choose Service Providers. 2. The Service Providers screen displays a list of existing service providers. Click to make changes. 3. The ...