To find the Forecasting Tool, open the client's HCP Budget in the Client Profile. For assistance in getting to the HCP Budget, see Finding a Client Profile.

Once you open the HCP Budget you will see the following Forecasting Graph based on the details of the budget you have created and the history of actual spending over the last 3 months.

The green line shows a recommended Unspent Funds Balance of 10% of the yearly HCP income. The black bars are the opening balances of the Client Statements over the last 6 months and the blue bars are the current budget forecast into the future for 12 months. If you have a balanced budget the blue bars should be close to the green line. The red bars use the previous 3 month average expenses to give you a forecast of where the current service plan is heading over the next year. Ideally it will be closely tracking the blue bars and near the green line.

In the example, you can see that the forecast is that the client is using more than their funds each month and that by the time you reach 9 months into the future, the Unspent funds balance will become negative unless the service schedule and spending are adjusted.

If you don't want to see this Forecast you can select the "Show/Hide" button at the top right of the graph.