PACE API CORE Flexible Category Budget Going into a Negative State Overview

How Careview manages PACE CORE Flexible Category Budgets Going into a Negative State?


Currently PACE allows for CORE Flexible Category Budgets that have insufficient funding to go into a negative state if the collective amount for the TOTAL CORE Flexible Support Budgets has enough remaining funds to cover an invoice as per the example of a Core Flexible PACE Budget provided in Figure 1 below.



Figure 1

This article outlines the following changes that have been implemented within Careview to replicate how PACE manages the CORE Flexible Category Budget Funding to assist our Plan Managers to clearly identify and manage both the CORE Flexible and Stated Funding in the respective areas of the system.

Service Contract Plan Budget Display



1.    Both the Core Flexible and Core Stated Categories will be displayed separately on the Plan Budget Table as per Figure 2 below.



Figure 2

2.    The Unallocated Budget against the individual Core Flexible Categories has been removed.  A Total Unallocated Budget for Core Flexible Categories will remain, as the Unallocated Budget needs to be treated as a whole for PACE.  

       The reason being, is that we are unaware of which Category, Unallocated Budget to adjust, as Unallocated Budgets do not exist within PACE.


3.    Display negative delivered and remaining amounts as per Figure 3 below, so that both Careview and PACE are in alignment.


Figure 3

PACE Support Categories Settings


  1. A new Budget Type field has been introduced to identify whether a Category Budget is Flexible or Stated (fixed) as per Figure 4 below.


Figure 4


  1. In order to display the CORE Flexible and Stated Support Budgets separately in the Plan Budget on the Service Contract, we have added a default Tag for both Core Flexible and Core Stated as per Figure 5 below

Notes
CORE Default Tags cannot be modified.

Figure 5




Create and Edit a Category Budget



The new budget type field will display on both the Create and Edit Category Budget dialog screens to indicate that the chosen Plan Category is either Flexible or Stated as per Figure 6 below.


Figure 6


Service Provider Category Budget


We understand that a Participant can enter a Service Agreement at any time during the course of the NDIS Plan with a Service Provider.  

And at the time of entering the agreement and adding the Service Provider Category Budget on the Service Contract for Core Flexible Supports, there may be an insufficient budget against any of the Core Flexible Category Budgets, and because PACE allows you to draw funds from any Core Flexible Category Budget, we need to consider the Total Core Flexible Support Budget, Total Delivered for the Core Flexible Support Budget and Total Remaining Core Flexible SPCB to check if there is an adequate remaining Budget to allocate to a new SPCB.

Validation has been implemented to check for an adequate remaining budget and this has been applied to the both the Create and Edit Service Provider Category Budget functions.  Please see below an example.

Create SPCB with an Insufficient Total Core Flexible Service Provider Category Budget

Service Contract scenario;
  1. The Total CORE Flexible Support Budget is $35,000.00; and
  2. Total CORE Flexible Delivered Amount of $1,430.95; and
  3. Service Provider Category Budget exists for Assistance with Daily Life with a Remaining Budget of $23,404.80; and
  4. Service Provider Category Budget exists for Assistance with Social, Economic and Community Participation with a Remaining Budget of $9,743.80.

This gives you a Total Core Flexible SPCB of $420.45 based on the following calculation.

(Total Core Flexible Budget) - (Total Core Flexible Delivered) - (Total of Remaining Core Flexible SPCB) = Total Core Flexible SPCB


Validation Scenario

Create a new Service Provider Category Budget for the Category of Assistance with Daily Life for an amount of $2,500.00, and there is only a remaining Total Core Flexible SPCB Budget of $420.45.

The system will prevent creation of the Service Provider Category Budget and return the following error message.

“The Total CORE Flexible Supports Unallocated Budget is insufficient. Creation of the Service Provider Category Budget is not allowed.”

Edit SPCB with an Insufficient Total Core Flexible Service Provider Category Budget


The Edit SPCB validation uses the following calculation to determine if there is an insufficient Total Core Flexible SPCB.

(Total Core Flexible Budget) - (Total Core Flexible Delivered) - (Remaining Core Flexible SPCB Budget) plus (Total Core Flexible SPCB Budget) = Total Core Flexible SPCB


Service Entry


Validation has been implemented to check for adequate remaining funding in either the CORE Flexible Category Budget or Total CORE Flexible Category Budget, this has been applied to the Create, Edit and Clone Invoice functions.


Streamline


Validation has been implemented to check for adequate remaining funding in either the CORE Flexible Category Budget or Total CORE Flexible Category Budget, this has been applied to the Edit Invoice function within Streamline.

Please refer to the Validation checks within the Streamline User Guide KB Article for full details.


Bulk Invoice File Import



Validation has been implemented to check for adequate remaining funding in either the CORE Flexible Category Budget or Total CORE Flexible Category Budget, this has been applied to the Bulk Invoice File Import feature.

Please refer to the PACE CSV Validation checks in the Bulk Invoice File Import KB – Article for full details.


Summary Statement



Capacity Budget Utilisation Table



Only the Total of the both the Core Flexible and Stated Support Budget will now display on the Category Budget Utilisation Table, to eliminate any confusion where Core Flexible Category Budgets go into negative which would impact the %Used calculation as per Figure 7 below.


Figure 7



Budget Summary Graph


A donut graph will now display for both the Core Flexible and Core Stated on the Statement as per Figure 8 below.



Figure 8



Clause Text Update


The following Clause Text highlighted below in Figure 9 , has been updated on the Client Summary Statement to explain the changes applied that are inline with the participants PACE Budgets.


Figure 9



Plan Budget Forecast



Both the Core Flexible and Core Stated Support Budgets will now display separately in the Plan Budget Forecast Table as per Figure 10 below.



Figure 10

Careview Advantage

 

Core Flexible Category Budgets that have gone into Negative will be reflected on the Plan Budget, Category display within the Advantage mobile application, so they are in line with what the participant will see when they view their funding in PACE.

 

Careview Connect


Budget Summary Report


Both the Core Flexible and Core Stated Support Budgets will now display separately and as a Total on the Connect Budget Report as per Figure 11 below.

Figure 11


Budget Summary Graph


A donut graph will now display for both the Core Flexible and Core Stated on the Client Profile as per Figure 12 below.



Figure 12

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