How to setup a Service Contract for a PACE participant
Please note before this can take place your organisation will need to be PACE active (please contact support@careviewapp.com if not). Also your client will need to have the NDIS PACE participant check box enabled. More on this can be found in our How to enable a PACE client.
1. Navigate to CRM menu and select Clients.
2. Use the search function in the client list to select your PACE participant and open their client profile.
3. Once open, go to Client funding and select New ( if the client has had previous plans not under PACE they will still appear here for reference )
4. Start filling in the fields with the new plan's information (you will notice it will have NDIS PACE participant set to YES)
5. Once complete click Save.
6. When you create the new Service Contract the purple PACE icon will display in the top banner.
7. Scroll down to the Plan Budget section and click Create.
8. The Create Category Budget dialog box will display.
Complete the following.
- Select a Plan Category
- Enter a Budget Amount
- Choose a Stated Support Type
- It is important that you select the correct Stated Support Type at time of Creating the Category Budget.
- If the default Budget Type is Stated and the Category selected is not 1
of the 4 CORE Flexible Categories, you will not be able to select the N/A Stated Support Type.
- Select N/A, if the Category Selected is PACE Flexible.
- Select Stated - Selected Support Items Only, if you are only creating Stated Supports.
- Select Stated - Any Category Supports Only, If you wish to create either Service Supports or Stated Supports
9. Create your Stated or Service Supports, by click on the 
icon next to the chosen Category in the Plan Budget Table.
If you choose to create a Stated Support, the new Stated Support funding details will be updated in the following areas of the system.
- State Support Table on the Service Contract
- Plan Budget Forecast Table
- Client Summary Statement
- Connect Budget Report
If you do not wish to include the Stated Support Table on the Client Statement, please refer to the Client Summary Statement Exclusions Explained article.
10. Create your Service Provider Category Budgets as per normal process. Follow the process here Add a service provider category budget.
11. When you finished creating your Service Contract and return to the
Client Profile, you will be able to quickly identify your client's PACE
plan via the purple PACE icon in the Client Funding Table.
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