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. If you don't have access to upgraded rostering yet and would like to learn more, you can book a demo with our team.
Learn how to view, add and edit client funding. Your client list will be pre-populated in this tab, making it easy for you to see who has and has not got funding assigned to them. This ensures a smooth visit confirmation and application of the funding process, saving you time!
Tip! Set up client funding before creating their visit schedules so that you can link their funding straight away.
How to View Client Funding
Click on the Finance tab
Click the Manage Invoicing tab in the left-hand side bar
Select Funding: Clients in the drop-down menu
To view funding information linked to this client, click on the card. Here you can view the following:
Client's funding, in the form of linked contracts
Payer name
Service types
Maximum hours per week (optional)
Rate card
How to Add Funding
To add funding for a client, click on their client funding card and click the Add funding button.
Here you will be able to add:
The contract
Maximum hours per week (optional)
Service types
Information regarding the contract, such as the Payer and Rate card, will be prepopulated from when you first create the payer profile.
When you have added the information, click Save in the top right-hand corner. When you return to the Client funding tab, you will be able to see this contract.
How to Remove Funding
If you need to remove funding from a client, you can do this by clicking on their client funding card and clicking the Bin icon on the funding you want to remove.
A message will pop up confirming your actions. If you want to remove this funding, click Yes, proceed.
You will then be able to see a trail of these removed funding sources by clicking the Show inactive contracts button.
This will also indicate how many inactive funding sources the Care Recipient has with a number in brackets.
Next Steps- How to Attach Funding
Once you have set up the funding for each client, you are ready to attach this as their default funding when setting up their visit schedules. For a step-by-step guide on how to do this, see this article.