Budget/Quotes and Contracts Section in Client Profile

The Budget/Quotes and Contracts section in the Client Profile displays all quotes created for the client and is used to manage client quotes and service agreements in CareVision.

This section is one of the areas where users can create quotes for the client.

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The Budget/Quotes and Contracts section allows you to easily generate quotes, track their status, download agreements, reuse existing quotes, and maintain a clear record of both active and archived client contracts.

Accessing Budget/Quotes and Contracts

To access this section:

Open the Client Profile.
Select Budget/Quotes and Contracts

To create a new quote, click the plus (+) icon located in the upper-right corner of the page.

Viewing Quotes

Filter quotes by status to quickly find and access the records you need:

All:Shows all quotes.
Active:Shows current quotes available for review or action.
Archived:Shows past or expired quotes for reference.

Quote Statuses

There are six main quote statuses:

Status	Description
Draft	The quote is still being prepared and has not normally been provided to the client. New quotes default to this status.
Open	Change the quote to Open when you are ready to discuss it with the client or provide it to them. When changing the quote to Open, you may also have the option to email it to the client by ticking the "Send Quote Attachment" box.
Accepted	The client has agreed to the quote. You should treat an accepted quote as the agreed record and not modify it directly. If the client’s package, services, funding or requirements change, create a new quote or requote.
Accepted Verbally	The client verbally accepted the quote, usually through your organisation’s recorded telephone system. It has the same operational effect as Accepted, including applying the quote’s services to the client’s calendar and care plan. This separate status allows you to report on and distinguish verbal acceptance from acceptance supported by a signed document.
Rejected	The client did not choose the quote. For example, when you provide multiple alternatives and the client accepts one, you should mark the remaining alternatives as Rejected.
Cancelled	The quote has been withdrawn or is no longer valid. You may use this status when the client no longer wishes to proceed or when changes to the underlying client, service, care plan or funding information invalidate the quote.

For more information, see Quote Statuses.

The Quotes table provides key information about each quote, helping you identify:

Column	Description
Reference ID	The unique reference number assigned to the quote.
Created by	The person who created the quote.
Status	The quote’s current stage, such as Draft, Accepted, or Archived.
Active at	The date and time the quote became active or is scheduled to become active.
Expires at	The date and time the quote expires or is no longer valid.
Last updated by	The person who most recently changed the quote.
Last updated at	The date and time the quote was most recently changed.

Quote Snapshot

The Quote Snapshot provides a summary of a quote without requiring you to open it. It includes:

Field	Description
Funding amount	The total funding available for the selected funding period. It may include the primary subsidy, supplements, and other applicable funding.
Total care management	The portion of the funding allocated to care management.
Funding available for services	The amount available for services after care management and other pooled funding allocations have been deducted from the funding amount.
Carry-over amount	Funds carried forward from a previous funding period or program.
Total spending	The total value of services already delivered, booked, or planned for the funding period.
Remaining balance	The estimated amount that will remain at the end of the funding period after total spending is deducted from the funding available for services.
Remaining balance, including carry-over	The estimated remaining balance with available carry-over funds included.
Included Items	A summary of the recurring services, once-off services, fees, charges, and other items included in the quote.
Notes / change summary	Notes added to the quote and a summary of changes made.

Managing a Quote

Use the More Actions icon (three dots) to access additional options for managing a quote:

Edit Quote:Update the quote’s details to keep the information accurate.

Download Quote:Download the quote in an available format, such as Advanced mode, so you can share it with the client or retain it for your records.

Archive Quote:Move the quote to the Archived list while retaining it for future reference.

Delete Quote:Permanently remove the quote when it is no longer required.

Download Agreement:Download the agreement associated with the quote to support your organisation in meeting legal and regulatory requirements across a range of care programs.

Refresh:Reload the Quotes list to display the latest quote details, statuses, and updates.

Searching and Filtering Quotes

Search by Reference ID:Enter a quote’s unique Reference ID in the search field to quickly locate and view the matching quote.

Filter by Status: Select a status to narrow the Quotes list and display only matching quotes, such as Active or Archived. Select All to display every quote.

Filter by Created By: Select a person to display only the quotes they created, making it easier to find and review their work.

Filter by Quote Type: Select a quote type to display only matching quotes, making it easier to find and review the records you need.

Reusing an Archived Quote

Create a Copy:Create a new draft using the details from an archived quote. This allows you to update and reuse the quote while keeping the original archived quote unchanged for reference.

Quote Statuses

FAQ: What happens if I change a funding source or care plan while the client has a Draft or Open quote?

How to Create a Quote for Support at Home Clients

How to Perform a Requote