Careview Service Contract Screen (PACE Service Contract)

New Calendar Icon for Plan Budgets

We’re introducing a new calendar icon in the Plan Budget table to make it easier to manage and track Funding Components.

1. A calendar icon will now appear next to each Plan Budget.
   
1. Grey icon: Indicates the Plan Budget is not yet linked to a Funding Component.
   
2. Green icon: Indicates the Plan Budget is linked to a Funding Component.
   

 

Quick Access to Funding Components:

1. Clicking the grey calendar icon will open the Create Funding Component dialog screen, allowing you to quickly link a Funding Component to the Plan Budget.
   

💡 Please refer to Create new Funding Components and Funding Periods for full instructions 

1. Clicking the green calendar icon will open the Edit Funding Component dialog screen, enabling you to view or update existing details.
   

 

💡Please refer to Edit Funding Components and Funding Periods for full instructions.

New “Available” Column in the Plan Budget Table

1. If no Funding Components are linked to a Plan Budget:
   
1. Available = Total remaining of the category.
   

1. If Funding Components are linked to a Plan Budget:
   
1. "Available" represents the total funding allocated for the period, minus the value of any services already delivered within that same period.
   

1. At the Category Group level (e.g., Core Flexible):
   
1. Displays the sum of remaining funding across all related Plan Budgets within the group.
   
2. At the individual Plan Budget level:
   
1. Shows the specific available amount for that Plan Budget.
   

New Validation Warning and Funding Components Table Enhancements

1. A validation check will now prevent users from saving changes if the total duration of all Funding Periods does not match the Plan Duration.
   
2. If this occurs, the following warning message will be displayed:
   

"The duration of the Funding Period(s) must match the duration of the Plan Period. Please update the Funding Component by modifying the existing Funding Period, adding a new one, or click Cancel to return to the Service Contract page without saving your changes."      

New Funding Components Table

1. Grouped by Category: Funding Components will be organized under:
   
1. Core Flexible
   
2. Core Stated
   
3. Capacity Building
   
4. Capital
   
5. Other
   

1. Total Category Budget
2. Current Funding Period Status
   
3. Start Date & End Date
   
4. Amount, Delivered, and Available

1. Users can click “View All” to open a dialog displaying all Funding Periods for the selected Funding Component.
   

 

What You Can Now Do:

1. The updated amount must not be less than the total value of services already delivered.
   
2. The amount must not exceed the combined total of the related Plan Budgets.
   

1. All date validations will follow the same rules as those used when creating a Funding Component.
   
2. Funding Period amounts must also comply with the same validation rules as during creation.
   

1. New periods must meet the same date and amount validation rules as those applied during the creation process.
   

NDIS SyncPro - PACE API Module - Funding Components and Periods Integration

1. Registered and enabled the HiCaps integration, and
   
2. Activated the SyncPro PACE API Module for Service Contract Plans and Plan Budgets,
   

1. Create NEW NDIS PACE Service Contract Updated UI Enhancements

2. Updating EXISTING Service Contracts with Funding Periods via NDIS SyncPro

Streamline and Service Entry Enhancements

New Funding Period Information Display

To improve visibility and streamline access to funding details, we’re introducing key enhancements to both the Service Entry and Streamline Features.

View Service Contract

Simply click on the Service Contract number on the Create or Edit Invoice screen from the Service Entry feature, to view the Service Contract in a new browser tab.

Funding Period Information Display

When a selected Plan Budget is linked to a Funding Component, the following details will now be displayed directly beneath the Invoice Line Item/s in both the Service Entry and Streamline Features:

•    Funding Component Name
•    Funding Period
•    Funding Period Start Date
•    Funding Period End Date
•    Funding Period Remaining Amount

Funding Component Validation

Enhanced Funding Validation for Invoice Processes

To improve data accuracy and ensure alignment with funding structures, we’re introducing new validation checks across key invoice workflows.

What’s Changing:

The following processes will now include additional validation logic:

1. Service Entry – Create/Edit/Clone Invoice
2. Streamline - Edit Invoice
   

New Validation Rule:

The system will now verify the existence of Funding Components and their associated Funding Periods to ensure there is sufficient funding before allowing these invoice actions to proceed.

Please refer to the Invoice Creation Warning and Error Messages Explained for more information.

Monthly Plan Management Statement Enhancement

Funding Component Table

The new Funding Component table summarises funding periods, like the view already available in the Service Contract.  Each Funding Component will display one Funding Period. 

Careview Connect Enhancement

View Funding Periods