Use the planner
OutcomeCurrent and Proposed funding are set, and the monthly funding on the dashboard matches them.
Use the planner · 1 of 4
Funding has one job: the external funding envelope, plus the reserve settings that both plans share.
Step 1
On Funding, enter the funding rate per hour and the funded hours for the month.
Monthly funding is that rate times those hours. It is the full entitlement. $300.00 client contribution, inside the entitlement.
Step 2
Proposed rate and Proposed hours start blank. Type a number only when the proposal changes that figure. Type 0 when the proposal is zero.
Blank inherits Current. In the example, Proposed funding rate is $40.52 per hour and Proposed hours are blank, so the hours stay at 182.5 funded hours per month.
Funded hours and planned care hours are independent. A plan can show 200 funded hours and 220 planned care hours. That does not clamp the care hours, and it does not automatically mean the budget fails.
Step 3
Enter the opening operating reserve and the monthly growth the employer wants. Mark the review only after you have looked at the expenses and the reserve.
These settings are not a fourth plan. They apply to Current and Proposed together. Desired reserve growth is not an operating expense.
The example opens with $3,000.00 and $200.00 desired monthly reserve growth.
Step 4
Read Funding / month, Care hours / month, Total cost / month, Operating balance / month, and the 12-month operating reserve. Current is on the left. Proposed is on the right.
The same dashboard is on Care Team, Expenses, and Client Review. Editing funding updates it everywhere.
