Edit Plan budgets

The Invoice Import Interface provides the staff member who is processing the provider invoice with access to the plan budgets. As shown below selecting the pencil icon will open the participant plan into a separate tab with the browser. Once budget changes have been saved, select the refresh icon to update Available Budget information.

Open

Editing Plan Budgets

Budget Refresh

There will be occasions when there is insufficient budget remaining on a service category to proceed with the processing of an invoice. To alleviate the inconvenience of having to exit from the Invoice Import interface observe the following steps:

1. Open and search for the participants plan in a separate tab of your browser.

2. Update the budget on the respective service category that had insufficient funding to process the invoice. Ensure to save your changes before exiting the plan. Ensure that these changes comform to busget information listed against the participants plan within PRODA.

3. From within the Import Invoice interface select the icon to refresh the service category budgetary data listed within the Available Budget data grid.

4. Continue with the processing of the invoice.