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Another way to create or edit the client's funding is by clicking on the client's funding tab from the client's quick link.This page lists all the active funding of the client. (see Adding and Removing Client Funding information)


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These are the topics on this page:

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To add a new client's fund, click on the +New button


Fill out all the necessary information and then select the "Save" button. 

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You will be redirected to the New Client Funding record page. It is important to add service(s) that is linked to the client's funding. To add a service, click on the add button under the services section

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Fill out the information for the service details. For the service type, you can either add an individual service or group service. Click save once done filling out the information.

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You need to publish the client's funding so it will be available for service schedule. To do that, click on the publish button.

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