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On the client funding list page, click the + New button to create a new client funding list.
A Client Funding screen will pop-up. Fill out all the information as follows:
Click Save after filling out the information
After Saving the Client Funding information, the Services section at the bottom of the screen will now be available, that allows you to add all the services that the client is funded for - these will be used for tracking the budget as well as determining the correct NDIS support numbers to use when generating claims from Brevity. You need to add a service for the created funding. To create the service, click on the add button under the services tab.
Fill-out the information as follows:
Click Save to add the service. Click Close to return to the Client Funding screen to see this service now added to the list. You can click the plus again to add additional services. You can also double-click an item in the list to modify it.
After creating services, you must publish the client funding before you are able to use it for rostering. You can unpublish at any time if you need to make changes, which will unpublish related services on the roster as well. This ensures the rostered services still fall within the parameters of changes you have made (date or budget changes).
Under the client funding list, you can search for the client fund by using the search field and typing the client's name. Click the client's name and click edit. You can also double click the client's name to modify the client's fund.
Before you can edit the client's fund, you need to unpublish it first. Click the unpublish button to enable the editing of client's fund.
It will have a pop up if you want to unpublish the fund. Click ok to confirm
Change the details you want to change and then click save
Click Publish again so it can be available again for rostering.
Before you can edit the services for client fund, you need to unpublish it first. You cannot edit the service if the client funding is in publish mode. (See the steps above how to unpublish the client funding)
Double click on the service if you want to edit it.
Change the fields you want to edit and then click save to save the changes.
If you want to delete the service. click on the delete button on the far right side of the service.
You should Deactivate a client record when it is no longer current. To do this, double-click the record within the Client Funding section list on the Client record to open the record for editing. From within the pop-up window select the Unpublish button on the toolbar to edit the fund.
It will have a pop up if you want to continue. Click on OK Button to unpublish the fund. Then click deactivate to flag the record as inactive.
You can check the deactivated Client's funding from this page. From the list of Client's Funding, move your mouse on the status drop down to select the status of the client's funding.
Click on the Inactive Funding list to show the clients with Inactive funding
The table will show all the list of inactive funding. Double click on the inactive funding records to view the inactive client's funding
It will show you the details of the inactive client's funding for review.
This page has the same function as the client's funding from the client's profile page. For the full guide of the function for the Client's Funding, click on Client Funding information page.