Viewing Home Care Package needs and budgets

In the package section, you'll find comprehensive details about the care recipients' needs and financial plans, easily accessible through designated tabs.

Under the 'Needs' tab, the goals of the care recipient are outlined alongside a carefully compiled list of requirements within their care plan. Each item on this list is categorised, indicating whether it's covered under the Home Care Package (HCP), along with a summary of the specific need. For an in-depth view, simply click 'See More' to unfold additional details.

Switching to the 'Budget' tab, you're greeted with an organised display broken down into several sections:

Care Income: This segment provides a clear breakdown of financials including weekly, fortnightly, four-weekly, and annual projections. You'll see lines for Funding, Supplements, Trilogy Care Fees, and the overall Budget. The 'Total' represents the sum of government Funding and Supplements minus Trilogy Care fees. 'Budget Used' reflects the total of current budget items, which may vary slightly due to the specific start and end dates of each item. 'Budget Available' is calculated by subtracting the 'Budget Used' from the 'Total'.

Detailed Budget Items: Here, each budget item is listed, detailing the Service Type and associated Care Need, along with its frequency, start, and end dates. Columns include the number of Units allocated, the Rate per unit, the total Budget for each item (Units x Rate), and the weekly total equivalent. Expanding a Budget Item reveals a detailed breakdown of each instance and any utilised budgets.

Additionally, you'll find a chart that compares the Weekly Budget from the budget items table to the Weekly Funds.

This streamlined approach ensures that you, as an external care coordinator, have all the necessary information at your fingertips, fostering informed decision-making and effective management of care recipient packages.