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The statement balance profile lists subject the activity status of the HCP Funding profile up to a total of 35 monthly funding breakdowns which is inline within the information contained within the HCP Monthly Balances report. Monthly balance records commence from the start date of the HCP funding period, and include includes details of the HCP funding profile, no of days and commencement date of past and future contribution periods, Monthly contributions, Balance held by Services Australia and balance transferred, subsidy and fee totals.
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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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