Support Coordination Budget

This page guides you through the creation and management of Support Coordination Budget records.

These are the topics on this page

Introduction

Budget records are a component of the Support Coordination record profile which are identified to care domain categories. Once a budget for a particular category has been established you raise quotations for supports and services that will assist the participant in reaching their goals.

Navigating the Support Coordination Budget page

The following is an outline of the fields that comprise the Support Coordination Budget page:

Name: This field is used to provide a description of the Budget record, as an example the budget category and the client name.
Category: This is a drop down field that lists the budget category
Budget: This field is used to register a budget for the selected category.
Allocated: This is a system field that is updated automatically as per the budget utilisation.
Balance: This is a system field that is updated automatically as per the budget utilisation.
Support Coordination: This a drop down field that lists the names of the support coordination records registered within Brevity.

Add a Support Coordination Budget record

Budget records can either be created at the same time that the Support Coordination record is created, or they can be created when the record is updated. To create a budget record observe the following steps which are based upon an update to the Support Coordination record:

Select the Care Management>Support Coordination sub-menu to open the Support Coordination List page.
Search for the Support Coordination record from within the Support Coordination List page.
Highlight the Support Coordination record to be edited.
Either click on the edit button or double click on the Support Coordination record to open it within the Support Coordination page.
Select the Add new record icon to open the New Support Coordination Budget record page within the browser.
Within the Name field input a description of the budget record.
This information can be based the client name or particular activity and budget category
Within the category field, either input the category or click the drop down list to select the required value.
Within the Budget field input the budget amount.
Select the Save button to create the record and update the Budget data-grid with the details of the new record.
Select the Close button to exit back to the Support Coordination page.

Edit a Support Coordination Budget record

To edit a budget record observe the following steps:

Refer to steps 1 - 4 as outlined in the topic above; Add a Support Coordination budget record.
Highlight the budget record within the data-grid that is to updated.
Double-click the budget record to open Edit Support Coordination Budget record within the browser.
Apply the required edits to the budget record.
Select the Save button to update the changes made.
Select the Close button to exit back to the Support Coordination page.

Delete a Support Coordination Budget record

Although not recommended, and you are referred to the notes on record deactivation, to delete a Budget record observe the following steps, off which there are two approaches available.

Deleting from the Budgets data-grid

Refer to steps 1 - 4 as outlined in the topic above; Add a Support Coordination budget record.
Highlight the Budget record listed within the Budgets data-grid that is to be deleted.
Select the Delete icon located to the right of the record to present a pop-up screen
Select OK to confirm the deletion. The Budgets data-grid will automatically refresh.

Deleting from the Budget record

Refer to steps 1 - 4 as outlined in the topic above; Add a Support Coordination budget record.
From the Budgets data-grid, highlight and double click on the budget record to open the Edit Support Coordination Budget record page within the browser.
Select the DELETE button from the ribbon bar
Select OK to confirm the deletion.
Select the CLOSE button to exit the page

Activate and Deactivate a Support Coordination Budget record

To edit the activity status of a Budget record observe the following steps:

Select the Care Management>Support Coordination sub-menu to open the Support Coordination List page.
Search for the Support Coordination record from within the Support Coordination List page.
Highlight the Support Coordination record to be edited.
Either click on the edit button or double click on the Support Coordination record to open it within the Support Coordination page.
Highlight the budget record within the data-grid that is to updated.
Double-click the budget record to open Edit Support Coordination Budget record within the browser.
To deactivate the Budget record select the Deactivate button, upon screen refresh the input fields will be disabled. The Deactivated Budget will be retained within the data-grid.
To activate the budget record select the Activate button.
Once done, you can exit back to the Support Coordination profile.