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!
Learn how to view, add and edit client funding. Your client list will be pre-populated into 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 process and saves you time!
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:
Clients' 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 Funding: Clients 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 client has, with a number in brackets.
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