Budget Summary:
Available Budget: The total available funds as part of a clients budget
Allocated Budget: The sum of all services added to a clients budget
Allocation Rate: Allocated Budget / Available Budget
Utilisation Rate: {Booked + Invoiced} / Available Budget
Services: Number of services allocated on Budget
Status
Budget Overview
Booked: The sum of
All Single Appointments and Predicted Repeat Appointments
Supplier Invoices loaded and approved
Claimed: The sum of items that have been claimed
Remaining: The amount remaining that has been allocated to the budget but not rostered or in Supplier Invoices
Unallocated: The amount that has not been allocated compared to the Available Budget
Case Management Overview
This section will show the total usage of Case Management funds for this client. It will show:
the total available ($333 in this example)
How much has been used ($0 in this example)
And how far along in the budget we are (the black vertical line)
Category Breakdown
Category Allocation: Of the services allocated in the budget, which category do they belong to
Category Breakdown:
Booked: The sum of
All Single Appointments and Predicted Repeat Appointments
Supplier Invoices loaded and approved
Invoiced: The sum of items that have been claimed
Remaining: The amount remaining that has been allocated to the budget but not rostered or in Supplier Invoices
Utilisation: Booked/Allocated