SAH - Budget Tracker

The Support at Home Budget Tracker is a tool that provides users the ability to keep track of a clients usage of budgeted services. 

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 (meaning it's included to claim whether it's finalised or draft)
• 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