Skip to main content

Budget

The Budget tab allows you to view the linked client's complete budget position, including total budget usage, active pathways, quarterly spending breakdowns, and recent budget activity.

Permission Required: This section is only visible when View Budget permission has been granted by the primary client.

Budget Overview

When View Budget permission is granted, the following budget information is available for the active client.

Total Care Budget​

Displays the total budget amount allocated to the client's care plan and the percentage of that budget which has been used to date.

Budget Pathways​

Shows the client's active care pathways and how the budget is being distributed across each one.

What Is Displayed​

  • Active pathway names
  • Budget allocated per pathway
  • Usage and remaining balance per pathway

Quarterly Spending​

Groups all budget activity by quarter, allowing you to review how spending has been distributed across the year.

Recent Activity​

Lists the most recent budget transactions and committed supports, providing a running record of all activity against the client's care budget.

No Permission

If View Budget has not been granted by the primary client, the Budget tab will remain hidden or display an access denied message. Contact the primary client to request permission if access is required.