🔑 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 Budget.

Service Support Creation & Editing

• A prompt will now ask if you wish to create a Stated Support or a Service Support.
• If “Stated Support” button is selected:
  

• The Service Provider field becomes optional.
• The Stated Support flag is set to true.
  

• Existing supports can be converted to Stated Supports by editing the Service Support.
• Validation checks ensure a Category Budget exists before creating or editing a Stated Support.
• Only when a Stated Support has no delivered services can it be deleted, and it will be removed from the following:
• Service Contract
• Client Summary Statement
• Connect Budget Report
• Plan Budget Forecast Table
  

Support Rollover Improvements

• The Stated Support flag will carry over during rollover.
• System will:
• Set the flag to true on the new stated support.
• Make Service Item and Management Style read-only.
• Set Service Provider field to optional.
• Link the new support to the correct Category Budget.

New Stated Supports Table

• A dedicated Stated Supports Table will appear below the Plan Budget on the Service Contract.
• Displays key details: category, support item, provider, item number, funding totals, and remaining balance.

Delivered Service Record Updates

• A read-only Stated Support flag will be added to each Delivered Service Record.
• Automatically updated during invoice creation/modification.
• Impacts funding details and reporting.

Invoice Category & Support Item Selection

• System will intelligently adjust available categories and support items based on:
• Presence of Stated Supports
• Service Provider linkage
• Existing budgets and supports
• Ensures only valid selections are available.

Stated Support Funding Validation

• If a support item on an invoice relates to a Stated Support:
• System checks for sufficient funding.
• If funding is insufficient, an error is shown, and invoice creation is blocked.
• Validation applies to:
• Manual invoice entry
• Streamline uploads
• Bulk CSV imports

Streamline Payment Automation

• During batch invoice processing:
• Funding validation is applied.
• If validation fails, invoice status changes to “Processing Failed” with an error prompt.

Plan Budget Forecast Enhancements

• Stated Supports now appear under a new heading in the Plan Budget Forecast Table.
• Category names will include “(Stated Support)” if applicable.
• Changes reflected in Excel and PDF exports, with footnotes for clarity.

Please refer to the KB Article - Plan Budget Forecast Explanation for further information. 

Client Summary Statement Updates

• Optional Stated Supports Table added after the Category Budget Utilisation Table.
• New setting allows users to exclude this table if desired.

Please refer to the following KB Articles for further information. 

Careview Connect Updates

• Budget Report now includes a Stated Supports Table with explanatory footnotes.

Please refer to the KB Article - Careview Connect Overview for further information. 

Reporting Enhancements

• Delivered Services Report on Service Contract:
• New Stated Support column added.

PACE Specific Stated Support Changes

 

Create Budget Category Modal Update

A new field, Stated Support Type, has been added to the Create Budget Category modal.  Available options:

• N/A
• Stated – Selected Support Items Only
• Stated – Any Category Supports Only

Validation Note:
If the default Budget Type is Stated and the Category is not one of the four Flexible Category Budgets, users cannot select N/A.

Example: “Improved Daily Living Skills” under Capacity Building must remain Stated.

Please refer to the following KB Articles for further information.