Editing and deleting a Funding Source Record

Edit a Funding Source record

To edit a Funding Source record observe the following steps:

1. Select the Administration>4.Funding Source menu option to open the Funding Source List page within the browser.

2. Search for the Funding Source record from within the Funding Source list.

3. Highlight the Funding Source record to be edited.

4. Either click on the edit button or double click on the Funding Source record to open it within the Funding Source page.

5. Edit the Funding Source record

   update the Registration number as per the related topic
Update the Invoice values listed under the Invoicing Options panel
Update the value listed within the Funding Source Provider, or the creation of a new funding provider as per the related topic.
   
   

6. Select the save button to update the record.

7. Select the Close button to exit back to the Funding Source List page.

Edit the Funding Source Provider record

To edit Funding Source Provider and associated claim code record observe the following steps:

1. Observe the steps 1-4 as outlined under Edit the Funding Source record.

2. Within the Funding Source Provider field select the Edit Selected Record icon from the drop down list to open the funding source provider record within the name of the funding provider listed.

   Open

   

3. To undertake edits

   On the funding provider record the Name field can be updated.
With respect to the claim code record, you can either update an existing claim code record, Delete a claim code, or create additional claim code records.

   To edit the claim code record, highlight and double click the claim code to open the record into the Edit Funding Source Code record, update the record with your changes, save and exit.
To create an new claim code record observe the steps 5-12 as listed under the topic Create a Funding Source Provider record
   To delete a claim code record, highlight the record, select the Delete Record icon, select OK on the pop-up screen to acknowledge deletion of the record.

   Open

   

    

Deleting a Funding Source record

Although not recommended, and you are referred to the notes on record deactivation. Only delete a funding source record that has not been utilised in any of the records as outlined in the introduction topic. To delete a Funding Source record observe the following steps:

1. Select the Administration>4.Funding Source menu option to open the Funding Source List page within the browser.

2. Search for the Funding Source record from within the Funding Source list..

3. Highlight the Funding Source record to be deleted.
   
   

4. Select the "Delete Button" in the upper right portion of the window.
   
   

5. Select the OK button to confirm the deletion of the selected record. Record listing will refresh.

   Funding Source field will list the field value as follows