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Visualcare provides real-time budget visibility while you’re rostering, letting you track spend against client agreements without leaving the roster screen. Budget information is available from within the client roster and from the client reports tab.

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Viewing budget in the client roster

Click the Budget button in the roster toolbar to view the client’s budget. This pulls through from the budget set up in the client’s agreement. Budget button in roster

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Filtering options

The budget view offers several ways to narrow down the information:
  • Agreement - select all agreements or a specific agreement
  • Roster - select this roster or all rosters
  • Date range - select a specific date range
The budget figures update based on your selections.

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Budget columns

The budget display shows both hours and dollar values: Budget columns explained

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Funding and operational balances

The client reports tab (Client Profile → Reports) provides a broader view of budget information. This table reports on client budgets set up in the agreement tab, based on roster and confirmed timesheet data. Funding and operational balances
  • Rostered hours come from the client roster
  • Budget hours come from the client agreement
  • Actual hours come from confirmed timesheets
  • Totals are displayed at the bottom

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Funding report

Click Funding Report to run a detailed funding breakdown. Enter your criteria including date range, funding type, funding amount, and service selection, then click Reload to generate the report. Funding report
Leave the funding type blank to include all funding types in the report.

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Running into issues?

See Scheduling troubleshooting for common errors and fixes.

Creating new shifts

Set up a client roster and create individual shifts

Editing shifts

Edit one-off shifts, series, and manage leave