Please note: The following feature is available as part of Birdie’s Starter, Core, Advanced and Plus packages (Also known as Care Management, Rostering & Finance, Premium, Entry and Essentials) Please get in touch if interested in more information on this feature!
If you have to update funding arrangements for visits that have happened in the past, you can update this information and changes will be reflected on your Invoice Dashboard in real-time.
How to update funding information
First, head to the Finance tab. You may need to create a new contract (e.g. a private contract) unless you are adding the client to a contract you have already set up. You can also edit the contract.
To update the funding for the client you will first need to create a link between the funding (contract) and the client (purchase order). To do this you need to create a purchase order.
How to edit the funding on a visit
Once you have created a purchase order, you are able to select this funding on the client's visits.
Click on the Clients tab and select the client you want to edit the funding for. Click on Visits on the left-hand side menu. Find the date from which this change needs to come into effect using the 'date' toggle at the top of the screen.
You can update funding starting from a specific date in the past or future. Select the visit scheduled for this date and click on Edit details.
You can then click on More options at the top of the screen and Set funding information to choose the new funding option you have created.
Once you have done this, click on 'Save funding information'. This change will automatically apply to all visits from this date onwards in the schedule. Visits before this date will not be affected by this change.
If you have created multiple visit schedules you will need to repeat this process for all of the visit schedules that require updating.
Cancelling the contract
You can then cancel the contract. Head to the Finance tab and click on Contracts, find the old contract and click on Cancel contract.
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