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How to Add Funding Information to a Visit- Upgraded Rostering

Add or update funding to new or existing visit schedules

Anjelica avatar
Written by Anjelica
Updated yesterday

Please note: This article is for those using our upgraded rostering. Please see this article to see how to set this up on your rostering.

You can add funding to new or existing visits ensuring that every visit is correctly charged for. Before you start it is important that you have created the funding options in the Finance tab.

See this article to learn how to create client funding!

You will be able to add funding when creating a visit schedule or you can add it in at a later date. It is important that you add the funding as soon as possible so that you can run your invoicing efficiently.

How to add funding to a new visit schedule

When creating a new visit schedule:

  1. Select the client and go to the Visit template tab

  2. Select template length, for more info see this article

  3. Click the Add visit schedule button

  4. Fill in the visit details (time, frequency, number of carers)

  5. In the same form, select the appropriate funding from the dropdown menu

  6. Click Create schedules to apply this funding to the entire schedule

For a more in-depth guide on visit schedule creation, please see this article.

Once this is done the funding will be applied to all visits in that schedule meaning that you will not need to apply the funding again.


How to add funding for an existing visit schedule (one funding type)

You can set a default funding type for clients which already have an existing schedule, this will automatically apply to all of their visit schedules saving you time and speeding up the invoicing process. Setting a default funding type is the simplest way to add funding if a client receives only one service type. 

  • Go to the Finance tab

  • Select the Client funding tab on the left-hand side

  • Search for your client in the search bar

  • Click the Set default button

If you have not set up the client funding yet you will not see this option, make sure to set up client funding- see this article for more guidance!

  • You will see a pop-up asking you to add in the details of the default funding

  • Add the details

  • Click Save

The default funding will apply to all occurrences of this visit schedule that had no funding source (both past and future). If you need to change the default funding, you can easily do this with a click of a button.


How to add funding for an existing visit schedule (multiple funding types)

  • Go to the Visit template tab for the client

  • Select the first visit schedule in the template

  • Select Edit schedule on the drop-down menu

  • Select the funding type from the dropdown menu

  • Choose when this change will be effective from

  • Click Save changes

Repeat the steps above for every visit in the template.


How to Update Funding for Individual Visits

For one-off funding changes:

  1. Navigate to the Visit calendar tab

  2. Find and select the specific visit

  3. Click Edit visit from the dropdown menu

  4. Update the funding information

  5. Click Save changes

Remember that changes made to individual visits on the Visit calendar tab will only apply to that specific visit.

You will see the visit has a striped bar indicating that details of this visit deviate from the norm, in this case it is because the funding is different from the set default funding.


How to Update Funding for a Completed Visit


You can update the funding for a visit that has already taken place when you are confirming visits. You will need to do this before confirming the visit or you will not be able to audit the time and invoice the visit.

If you have set a default client funding type, this will automatically apply to all visits without funding that have already taken place and have not yet been confirmed.

If you try to confirm a visit that has no funding information you will see this message on the Audit visit timings modal 'No funding information has been set for this visit'.

You can add the funding information via this modal however, if this is a recurring visit, we recommend setting funding information on the visit schedule using the methods above.

This ensures you do not have to set funding information for each individual visit.


Finding Visits Without Funding

If you have a Birdie Analytics license you will be able to identify visits missing funding information:

  1. Access the dedicated report in Birdie Analytics

  2. Review all visits that need funding information added

  3. Update them via the agency hub accordingly

This helps you save time and ensures all visits are properly set up for billing.

Please note: If you don't have access to Birdie Analytics and want to learn more, please contact a member of our team!

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