Balance Section in Client Profile

Balance Section in Client Profile

The Balance section in the Client Profile displays all balance records associated with the client’s account.

Keywords: client balance management, client funding balance, care management balance tracking, client account balance, funding balance period, client financial records, client funding income, care service account balance, client statement balance, client funding tracking
The Balance section allows organisations to track and manage a client’s account balances across different funding sources and time periods. It provides visibility into available funding, previous balances, and income received during a specific period.

To view balance records from the Client Profile:
  1. Open the Client Profile.
  2. Select Balance.

A balance record represents the financial status of a client’s funding account during a defined period. It includes information about the balance carried forward, the funding received within the period, and the applicable balance period type. These balances may originate from different funding sources configured within the system.

From this section, you can:
  1. View all existing balance records for the client
  2. Review funding income and previous balances for each period
  3. Access key balance details related to funding periods and balance types
Examples of balance records include:
  1. A monthly funding balance for a client’s care services
  2. A quarterly funding balance linked to a specific funding source
  3. A balance record showing previous carry‑forward funds
  4. A balance entry reflecting funding income received during the period
A table is displayed showing the details of each balance record for the client. The table includes the following information:

ColumnDescription
Balance DateThe date associated with the balance record.
Balance Period TypeThe type of period used to calculate the balance (for example, monthly or quarterly).
PeriodThe specific time period the balance record applies to.
Funding Income in PeriodThe total funding received during the specified period.
Previous BalanceThe balance amount carried forward from the previous period.

InfoFor more information, see Balance Sources Explained.