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Part of the conversion of a new business quote into the HCP client record within the client module.
Creating a new HCP client funding profile through the Client funding screen accessed from the Client> Client Funding menu.
Creating a new HCP client funding profile through the client funding data grid which is located on the HCP client record.
Creating a new HCP client funding profile by clicking the client funding tile located within the left vertical menu which is located on the HCP client record.
Creating a copy of an existing HCP client funding profile, although this action is not necessary due to HCP funding agreements being open ended.
Creating a new HCP client funding profile when the client changes to a new HCP Level.
Creating a new HCP client funding profile from the client panel within the schedule board, by selecting the
client funding icon.
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An active and published HCP funding record that has both a valid agreement period and budget will allow for the scheduling of funded services to the HCP participant. |