Content Comparison

Introduction

Funding Source records are accessed through the Administration>4.Funding sources menu. The funding source record is applicable to services that are either plan managed, cash funded, Self-funded or on an NDIS direct service arrangement. Each funding sources is associated to a funding program from where the clients funding for NDIS clients this will be NDIA.

Utilising the Funding Source

The funding source code within the Brevity application is utilised on the following records:

• Lead record under the Client Funding Details panel.

• Client funding record under the Client Funding Details panel.

• Plan Management record under the Plan Details panel.

• Service Schedule record as a concatenated value within the client funding field under the Service Schedule details panel.

• Funding Claim record as a concatenated value within the name field under the Batch details panel.

• Invoice batch.

• Invoice record as a concatenated value within the Invoice Batch field under the Invoice details panel

• Plan Management invoice record as a concatenated value within the client plan field under the Plan Management Invoice details panel.

Registration Number

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