Allocation

The total allocation in my participants profile is incorrect.

Make sure the Exclude From Service Contract Allocation Totals on the Service Support is checked. You'll also need to make sure you add the participant's NDIS Number. You can do that by opening the Client Profile and clicking Edit.




    • Related Articles

    • Service Contract Funding Banner

      This article explains the Funding Banner in a participants Service Contract. Total Funding is the amount entered in the Total Funding field in the participants Service Contract, this is usually the total of the participants Plan Budget although this ...
    • Creating a service contract

      To create a service contract for your client, go to the CRM section on the menu, click on Clients and select your client. On the Client Profile screen, go down to the Client Funding section and click the new link on the right hand side. The Create ...
    • Clone a service contract

      When a client has been given a new plan from the NDIS, to save time you can use their existing service contract in Careview to create the new one. To do this, go to CRM, Clients, Locate your client and open their current service contract. Click the ...
    • Create 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 below the Client Details, click New. 3.      The Create New Contract screen displays. ...
    • Clone a Service Contract

      Careview enables you to create a new Service Contract by copying specific information from a current client Service Contract. Use the following steps to clone an existing Service Contract; 1. Open the Client Profile record (click CRM in the menu, ...