Adjusting the status of a Funding Source Record

This page guides you through the creation and management of funding source records.

These are the topics on this page

Creating a Funding Source record

To create a Funding Source record observe the following steps:

Select the Administration>4.Funding Source menu option to open the Funding Source List page within the browser.
Select the New button to open a Funding Source page.
Within the code field input a value that will be used to identify the funding record from the fields within brevity that reference the or allow selection of the funding source.
Within the full name field input a value that will be used to describe the funding source record, the value input can be the same as value entered into the code field.
Within the Funding Source Provider field select from the drop down list the funding program related with the funding source.
If you find that the required funding source provider is not listed then a new funding source provider record can be added by selecting :+: icon located at the bottom right of the list to open the New funding source provider Record page. Create and save the record. Close the record and refresh the value list.

Refer to the separate topic on creating a Funding Source Provider record.
Within the Self funded field set the field value to either Yes or No.
Within the Registration number, if you are a registered provider, input the NDIS provider registration number, or otherwise leave the field blank.
Under the Invoicing Options panel you can either accept and save the defaults or make the appropriate changes.
Select the save button to create the record.
Select the Close button to exit back to the Funding Source List page.

Edit a Funding Source record

To edit a Funding Source record observe the following steps:

Select the Administration>4.Funding Source menu option to open the Funding Source List page within the browser.
Search for the Funding Source record from within the Funding Source list.
Highlight the Funding Source record to be edited.
Either click on the edit button or double click on the Funding Source record to open it within the Funding Source page.
Edit the Funding Source record
update the Registration number as per the related topic
Update the Invoice values listed under the Invoicing Options panel
Update the value listed within the Funding Source Provider, or the creation of a new funding provider as per the related topic.
Select the save button to update the record.
Select the Close button to exit back to the Funding Source List page.

Delete a Funding Source record

Although not recommended, and you are referred to the notes on record deactivation.Only delete a funding source record that has not already been utilised.

To delete a Funding Source record observe the following steps:

Select the Administration>4.Funding Source menu option to open the Funding Source List page within the browser.
Search for the Funding Source record from within the Funding Source list..
Highlight the Funding Source record to be deleted.
Select the "Delete Button" in the upper right portion of the window.
Select the OK button to confirm the deletion of the selected record. Record listing will refresh.
Funding Source field will list the field value as follows

Adjust the activity status of a Funding Source record

To edit the activity status of a Funding Source record observe the following steps:

Observe the steps 1-4 as outlined under Edit the Funding Source record.
To deactivate the Funding Source record select the Deactivate button . Deactivating the record will set it to read-only.

Record will not be available from the Funding Source field.
Funding Source field will list the field value as follows

To activate the Funding Source record select the Activate button.
Once done, you can exit back to the Funding Source List.

Create a Funding Source Provider record

To create Funding Source Provider record and associated claim codes observe the following steps:

Observe the steps 1-4 as outlined under Edit the Funding Source record.
Within the Funding Source Provider field select the Create New Record icon from the drop down list to open the New funding source provider record.
Within the name field input a value that will be used to describe the funding source provider record.
Select the Save button to create the provider record. The Claim Codes panel will open to allow for claim code records to be assigned to the provider profile.
To allocate your claim codes select the Add new record icon to open the New Funding Source Code record page within the browser.
Within the funding source field select from the drop down list the funding code that as reflected within the code field of the funding source record.
Within the Group Service field indicate Yes or No as to whether the claim code record relates with a group service.
Within the Service Type field select from the drop down list the relevant service type.
Within the Code field select from the drop down list the service type, this value will match within the service type assigned into the Service Type field.
Within the Has A/H Rates field indicate Yes or No as to whether the claim code record will observe after hours, weekend and public rates.
If you set this field to No, the after hours, weekend and public holidays fields will be hidden.
If you set this field to Yes you will need to ensure that after hours, public holidays and weekend field have been updated with the relevant service types, the service type specified will match with the service type listed in the code field.
Select the save button to create the Funding Source Code record.
Select the Close button to return to the Funding Source Provider record. The Claim Codes data grid will list the Funding Source Code that was created.
Select the Close button to return to the Funding Source record.

Edit the Funding Source Provider record

To edit Funding Source Provider and associated claim code record observe the following steps:

Observe the steps 1-4 as outlined under Edit the Funding Source record.
Within the Funding Source Provider field select the Edit Selected Record icon from the drop down list to open the funding source provider record within the name of the funding provider listed.
To undertake edits
On the funding provider record the Name field can be updated.
With respect to the claim code record, you can either update an existing claim code record, Delete a claim code, or create additional claim code records.
To edit the claim code record, highlight and double click the claim code to open the record into the Edit Funding Source Code record, update the record with your changes, save and exit.
To create an new claim code record observe the steps 5-12 as listed under the topic Create a Funding Source Provider record
To delete a claim code record, highlight the record, select the Delete Record icon, select OK on the pop-up screen to acknowledge deletion of the record.