HCP Funding Introduction

This page provides an introduction to the HCP Client Funding record.

Accessing the HCP funding profile through the Client Funding sub-menu

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 statement balance profile lists subject the activity status of the HCP Funding profile up to a total of 35 monthly funding breakdowns which is inline within the information contained within the HCP Monthly Balances report. Monthly balance records commence from the start date of the HCP funding period, and includes details of the HCP funding profile, no of days and commencement date of past and future contribution periods, Monthly contributions, Balance held by Services Australia and balance transferred, subsidy and fee totals.

The clients HCP funding records can be created using any of the following methods:

Part of the conversion of a new business quote into the HCP client record within the client module.
Creating a new HCP client funding profile through the Client funding screen accessed from the Client> Client Funding menu.
Creating a new HCP client funding profile through the client funding data grid which is located on the HCP client record.
Creating a new HCP client funding profile by clicking the client funding tile located within the left vertical menu which is located on the HCP client record.
Creating a copy of an existing HCP client funding profile, although this action is not necessary due to HCP funding agreements being open ended.
Creating a new HCP client funding profile when the client changes to a new HCP Level.
Creating a new HCP client funding profile from the client panel within the schedule board, by selecting the client funding icon.