This page guides the plan manager through the process of generating a funding statement against the participants plan.

These are the topics on this page:

Introduction

The Client Funding Statement enables the plan manager, participant, and other interested parties (such as support coordinators, advocates, and parents) to monitor expenditures against plan category budgets. This includes tracking provider invoices processed through the Plan Management Invoice feature. The invoicing details displayed include individual invoice line items, indicating claims that have been paid or rejected.

The structure of the funding statement comprises two parts: the first page shows plan dates, the total budget, and remaining funds by category (e.g., Assistance with Daily Life). The pages on following provide a detailed, tabulated breakdown of invoice lines for the reporting period, organized by budget category.

Within Brevity there are three methods available for generating funding statements and they include:

Creating a funding statement directly from the participant’s plan management record and sending it as an email attachment.
Using the Bulk Client Email function to distribute participant funding statements.
Configuring the PM statement schedule workflow set within the organisation record to automatically send out participant funding statements at a predefined interval within the plan month.

Sending Funding Statements to Providers

To dispatch participant funding statements to a support coordinator, parent or other interested party there are two options available and they include:

`Including the email address of the support coordinator, parent or other interested party into the email address field on the participant profile. Ensure you separate these email addresses with a ;`
`For support coordinator, parent or other interested parties that have been assigned to the participant profile within the Service record grid under the Related Parties tab, select YES in the Receives Monthly Statement field.`

Generate Funding Statement

To generate funding statement for an individual client observe the following steps:

Select the Care Management > Plan Management sub menu to open the Plan Management Plan List page within the browser.
Search for and highlight the Plan Management record and either select the Edit button or double click the record to open the Participants Plan Management record.
select the Funding Statement icon.
Select date range and Click run report.
Select the Run Report button.

Send bulk funding statements.

To generate bulk funding statements observe the following steps

Select the Client >Bulk email notification sub-menu.
From the Email template field select 'Funding Statement'.
From the Report field select 'Plan managed funding statements’.
Specify the report from and reports to date.
Select the preview link to present a list of clients. To review a clients funding statement click on the view link to review the individual funding statement.
Select the client names and click send to dispatch the email.