Editing an Allocated Budget Record
This page provides an overview on editing the Plan Budget record.
These are the topics on this page:
Edit an Allocated Budget Record
To edit an Allocated Budget record observe the following steps:
Select the Care Management>Plan Management sub-menu to open the Plan Management Plan List page.
Search for the Plan Management record from within the Plan Management Plan List page.
Highlight the Plan Management record to be edited.
Either click on the edit button or double click on the Plan Management record to open it within the Plan Management page.
Highlight the Allocated budget record within the data-grid that is to updated.
Double-click the Allocated budget record to open Edit Plan Management Plan Provider record within the browser.
Apply the required edits to the Allocated budget record.
Select the Save button to update the changes made.
Select the Close button to exit back to the Plan Management page.
Delete an Allocated Budget Record
Although not recommended, and you are referred to the notes on record deactivation, to delete an Allocated budget record observe the following steps, off which there are two approaches available.
Deleting from the Allocated budget data-grid
Refer to steps 1 - 4 as outlined in the topic above; Edit an Allocated Budget record.
Highlight the Budget record listed within the Allocated 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; Edit an Allocated Budget record.
From the Allocated budgets data-grid, highlight and double click on the budget record to open the Edit Plan Management Plan Provider 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 Allocated Budget Record
To edit the activity status of a Allocated Budget record observe the following steps;
Select the Care Management>Plan Management sub-menu to open the Plan Management Plan List page.
Search for the Plan Management record from within the Plan Management Plan List page.
Highlight the Plan Management record to be edited.
Either click on the edit button or double click on the Plan Management record to open it within the Plan Management page.
Highlight the budget record within the Allocated budget data-grid that is to updated.
Double-click the budget record to open Edit Plan Management Plan Provider record page 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 Plan Management profile.