If assigning budgets to Payers, use the Patient Funding report to track claimed amounts and remaining balances on approved budgets for Patients.
Important!
Patient Funding or NDIS needs to be enabled for this report to be displayed.
Reporting on Budget
1. Head to the Reports section.
2. Click Patient Funding.
3. Select the relevant filters and click Generate.
The report will list all Patients and track their budget, claims and balance. Click on the Patient's name to display the breakdown amount per Category.
From there it is possible to export, print or email the report.