This page provides an introduction to the HCP Client Funding record.
The Client Funding module is related with the provision of direct services to the HCP Client. The record is comprised of three elements, that include the funding profile, the services profile and the statement balances.
The funding profile is identified by the HCP client name and their MAC number, the HCP service agreement period, HCP level funding source and pricelist, budget. Transfer and Daily totals, Contributions, Subsidies (supplements) and Fees and the particulars of the invoicing party if this requirement.
The services profile, lists the individual HCP services being delivered under the participants HCP agreement, in-accordance with their HCP Level and associated budget. HCP services can be identified to delivery across public holidays, weekends or after hours.
The clients HCP funding records can be created either as
Part of the conversion of a new business quote into the HCP client record within the client module.
Through the Client funding screen accessed from the Client>Client Funding menu.
Direct off the HCP client record through the client funding data grid.
Direct off the HCP client record through the client funding tile located within the left vertical menu.
Creating a copy of an existing HCP 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.