Closing the Loop — All 6 Steps

Step 1 — Re-run the care recipient budget import

Import → Budget → Care recipient. Same care recipient, checking for the updated balance.

Placeholder — re-run care recipient budget import

Step 2 — Updated budget balance

The available balance is now lower, amount used has increased to reflect the new claim.

Placeholder — updated budget showing reduced available balance

Step 3 — Re-run the budget details import

Import → Budget → Details. Same budget ID — now you can see the new invoice in the usage section.

Placeholder — re-run budget details import

Step 4 — New invoice visible in usage lines

Your new invoice now appears alongside prior ones. Usage total matches the updated amount used.

Placeholder — updated usage lines including new invoice

Step 5 — Re-run the account summary

Import → Payment → Account summary. Provider-level confirmation the payment is reflected.

Placeholder — re-run account summary import

Step 6 — Payment confirmed in account

The new claim and payment appear in the transaction list. The cycle is closed.

Placeholder — updated account summary with new claim transaction

Care Services