This page guides you through the process of creating and managing HCP Client Funding records.
These are the topics on this page:
The Client Funding module is related with the provision of direct services. The record is comprised of two elements, the funding profile and the services profile.
The funding profile is identified by the participant name and their ndis number, the service agreement period, funding source and pricelist, budget and particulars of the service provider for invoicing if this requirement.
The services profile, lists the individual services listed to either the CORE, CAPITAL or CAPACITY BUILDING categories that are being delivered under the participants agreement, the associated budgets and whether services are delivered across public holidays, weekends or after hours.
Client funding records can be created either as
Part of the conversion of new business quotes into the participant record within the client module.
Through the utilisation of the Import Service Booking function.
Through the Client funding screen accessed from the Client>Client Funding menu.
Direct off the client record through the client funding data grid.
Direct off the Client record through the client funding tile located within the left vertical menu.
Creating a copy of an existing client funding profile.
From the client panel within the schedule board, by selecting the
client funding icon.
In the presence of an active and published funding records with a valid agreement period and budget will allow for the scheduling of funded services to the participant.