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Budget Usage emails

Agencies can opt-in for Budget Usage emails

This feature can be activated with agency-specific thresholds which determine the Plan usage level at which emails will be generated.

Agencies can opt-in for 1, 2 or 3 Budget Usage emails and/or 1 Service Agreement Usage Email.

Budget Usage emails

Emails are sent to participants and associated contacts who have the opt-in setting selected to 'Receive Plan Report'. View Templates

The Budget Usage emails are generated and sent when the selected Usage Level in one or more Support Purposes is exceeded. If more than one purpose exceeds the same threshold they will be listed in a table form in the same email. 

Note that spending may be higher within an individual support category, but a warning will only be generated when the selected threshold is exceeded across the overall Support Purpose.

Service Agreement Usage Warning email

is sent to Directors and Plan Managers. View Template

The Directors and Plan Managers of the Agency will receive an email when claims for a Service Agreement exceed the threshold amount. 

Tip: Apply a Limit Type to a Service Agreement to warn or prevent overspending. Choosing 'Warning' will trigger a claim line alert if the Service Agreement's allocated funds are exhausted, or if the current claim line would cause the allocation to be exceeded. Selecting 'Limited' will prevent the claim line from being processed in these scenarios.  See: Create Service Agreements - PACE Plans

The Threshold levels are customisable per agency.
To opt-in, please email support@credsys.com.au indicating

  • the % usage levels to be applied for Level 1, (and/or) Level 2, (and/or) Level 3 and Plan Usage warnings.
  • the % usage level to be applied for a Service Agreement warning