On the participant
- 1Open the participant and go to Funding for their plan budget, the category breakdown and recent spending.
- 2As shifts complete, usage accrues against the matching service agreement line items automatically.
Across the book
- 1The Service Agreements list shows utilisation per agreement, so you can see which are tracking ahead or behind.
- 2Finance, then Burn Rate forecasts when funding will run out at the current pace, so you can top up or adjust supports before a participant hits zero.
Families see their own funding view in the family portal when you share the Funding section: budget remaining, the category breakdown and recent spend.