Stated Supports Funds Management

Stated Supports Funds Management

These updates are designed to improve the handling of Stated Service Supports, ensuring accurate tracking, validation, and reporting across various processes, including invoicing and budget forecasting. We believe these changes will provide greater transparency, reduce errors, and enhance your overall experience with our system.

    • Related Articles

    • Stated Supports Funds Management Feature Overview

      ? Key Feature Updates Category Budget Enhancements A new Stated Support tag will be automatically applied to categories with related Stated Service Supports. This flag is system-managed and indicates that Stated Supports exist for the Category ...

    • Create a Stated Support

      Use the following steps to create a Stated Support 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 ...

    • PACE - Create a Stated Support

      Use the following steps to create a Stated Support. 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 ...

    • Service/Stated Support Rollover

      This process can be used when there has been a price increase for a rate that is used within a Service/Stated Support item. Existing Service/Stated Supports can be rolled over. When initiated, this process will: Set the Quantity on the original ...

    • Case Note Override Stated Support Funding Validation

      Follow these steps if you wish to bypass the Stated Support budget validations when creating or updating a Case Note. If the settings is disabled, a warning message only will display to alert you that there is insufficient stated support funds and ...