Accessing the HCP Funding Record

Accessing the Client funding

Once new business has been converted into the client module there are four approaches available as listed below for the review and management of existing and the creation of new Client Funding records:

Client funding menu

The funding record can be accessed from the Client>Client Funding sub-menu

Client funding data grid

The funding record can be accessed from the Funding data grid located on the client record.

Client funding tile

The funding record can be accessed from the Client Funding tile located within the left vertical menu of the client record.

Client funding via the Schedule Board

The funding record can be accessed from the client panel within the schedule board by selecting the icon.