How to resync a PACE category budget through Careview

NDIS SyncPro - PACE API - How to resync a PACE category budget through Careview

If you need to resync a plan budget (due to a budget category ending or an extension) within Careview.  You can do this via the Plan Budget in Service Contract

1.  In the NDIS PACE menu in the top left, select the Sync NDIS PACE option.



2. The NDIS PACE Sync dialog box will display. Click on the Retrieve NDIS PACE Plan button.


3. Select the correct plan from the available Select Plan to Sync options, then click Yes, Sync with PACE.



4. If this is successful, you can then proceed to syncing each plan budget.



5. Go to the client's Plan Budget and click to Edit the Category Budget.



6. Click the Retrieve PACE Plan Budget button.



7. If it's successful the Retrieve PACE Plan Budget will be Green and supply the PACE record in the drop down.



8. Once the Plan Budget to Sync is selected. A notification will display highlighting the changes you are syncing back into Careview.


9. Once you click Save, a message will display confirming you are wanting to sync the new budget information into Careview.




10. Once confirmed if you were to go back into the Plan Budget you will now see the updated information.



Alert
If either a Self Managed or Agency Managed Category is selected, the system will automatically check the, Exclude From Service Contract Allocation Totals checkbox to ensure no services can be delivered against these Categories inadvertently.
11. For PACE synced budgets you will notice some may have different periods of service. Within Careview these will be validation within the Invoice entry and Streamline. To ensure deliverables are only able to be entered during the budget's set start and end dates. If an invoice has a service for a category but is outside the period of a service this category would not show as an option to select.

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