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Edit or End a Service Agreement (PACE)

Edit a Service Agreement on a current Plan to add or reduce funding and adjust the date range of items or align the allocation to Funding Periods. If a PACE Plan is reassessed, the agreement will not extend into the new Plan Period but can be cloned to the new budget.

Contents:
Edit Parent Agreement
Edit Child Item
Align to Funding Periods

Edit Parent Agreement 

To edit the Start and/or End Dates of the Service Agreement:

  • Navigate to the Participants Plan. Select Service Agreement > List Agreement.
  • Select Edit from the options to the right of the Agreement line:

  • Click the Edit 'Pencil' icon

  • Update
  • Save

Changes made to the parent End Date will be applied to the end date of any added items (child items) below.

Edit Child item - Added Item Details

To edit the Start and/or End Dates of the Service Agreement:

  • Navigate to the Participants Plan. Select Service Agreement > List Agreement.
  • Select Edit from the options to the right of the Agreement line
  • From the Edit Service Agreement page, click to Edit the Added Item:

If claims are already assigned to the agreement, you may be restricted on what you can edit, however you will be able to update the contract amount within the Max Allocatable limit.

If claims are already assigned, and you need to edit to add or remove an Item code, or allocate the funds to multiple funding periods, you will need to unassign claims from the agreement before editing.

If there is insufficient remaining budget to unassign the claims you will need to delete the child item and re-create it. You will be able to re-assign claims after creation.