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It will open a pop up where it will open the client's funding. If there is no client funding, click on the create funding button. 


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Creating the HCP Details

Once you are in the clien't funding page, fill in the details in creating the client's funding. In order for the Funding to switch from the normal client funding, you need to set the funding source to HCP - (HCP Level)

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You can view the client's funding report from the client's funding page. Click on the Run Funding Report to view the report of the client's funding funding.