Creating a Funding Source Record

This page guides you through the creation of funding source records.

These are the topics on this page:

1 Creating a Funding Source record
2 Create a Funding Source Provider record

Creating a Funding Source record

To create a Funding Source record observe the following steps:

Select the Administration>4.Funding Source menu option to open the Funding Source List page within the browser.
Select the New button to open a Funding Source page.
Within the code field input a value that will be used to identify the funding record from the fields within brevity that reference the or allow selection of the funding source.
Within the full name field input a value that will be used to describe the funding source record, the value input can be the same as value entered into the code field.
Within the Funding Source Provider field select from the drop down list the funding program related with the funding source.
If you find that the required funding source provider is not listed then a new funding source provider record can be added by selecting :+: icon located at the bottom right of the list to open the New funding source provider Record page. Create and save the record. Close the record and refresh the value list.

Refer to the separate topic on creating a Funding Source Provider record.
Within the Self funded field set the field value to either Yes or No.
Within the Registration number, if you are a registered provider, input the NDIS provider registration number, or otherwise leave the field blank.
Under the Invoicing Options panel you can either accept and save the defaults or make the appropriate changes.
Select the save button to create the record.
Select the Close button to exit back to the Funding Source List page.

Create a Funding Source Provider record

To create Funding Source Provider record and associated claim codes for the non NDIA provider observe the following steps:

Within the Funding Source Provider field select the Create New Record icon from the drop down list to open the New funding source provider record.
Within the name field input a value that will be used to describe the funding source provider record.
Select the Save button to create the provider record. The Claim Codes panel will open to allow for claim code records to be assigned to the provider profile.
To allocate your claim codes select the Add new record icon to open the New Funding Source Code record page within the browser.
Within the funding source field select from the drop down list the funding code that as reflected within the code field of the funding source record.
Within the Group Service field indicate Yes or No as to whether the claim code record relates with a group service.
Within the Service Type field select from the drop down list the relevant service type.
Within the Code field select from the drop down list the service type, this value will match within the service type assigned into the Service Type field.
Within the Has A/H Rates field indicate Yes or No as to whether the claim code record will observe after hours, weekend and public rates.
If you set this field to No, the after hours, weekend and public holidays fields will be hidden.
If you set this field to Yes you will need to ensure that after hours, public holidays and weekend field have been updated with the relevant service types, the service type specified will match with the service type listed in the code field.
Select the save button to create the Funding Source Code record.
Select the Close button to return to the Funding Source Provider record. The Claim Codes data grid will list the Funding Source Code that was created.
Select the Close button to return to the Funding Source record.