Navigating the Funding Source Record

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

These are the topics on this page:

Navigating the Funding Source page

Click and expand to review an outine of the fields that comprise the Funding Source form

The following is an outline of the fields that comprise the Funding Source form.

Code: This field is used to input code that will identify the funding source record from the funding source drop down list on the lead, client service, client funding, client invoice detail and employee shifts.
Full Name: This field is used to input a description of the name that will identify the funding source.
Funding Source Provider: This is a drop down field that lists the source of funding, examples can be NDIA or a self managed arrangement
Self Funded: This field is used to indicate if the funding source is self funded.
Registration number: This field is used to input the registration number of your organisation, if you have been approved as registered NDIS provider. Refer to the topic on NDIS Provider Requirements
Invoice Type: This is a drop down field that lists how client services will be reported when being invoiced, options are single invoice by client or invoice by line item by client.
Client Name in Invoice Number: This field is used to indicate if the client name is to be concatenated as part of the invoice number.
Include in Invoice Sync: This field is used to indicate if invoicing associated with the funding source will be sent out to your Xero, Reckon, Quickbooks or MYOB accounting package when synchronising invoice lines. This would be used if you are electing to exclude internal administrative services or billed services that will be invoiced out from brevity.

Navigating the Funding Source Provider page

Click and expand to review an outline of the fields and objects that comprise the Funding Source Provider form

The following is an outline of the fields that comprise the Funding Source Provider form.

Name: This field lists the name of the Funding Source Provider.

Claim Codes: This record grid lists the NDIS service types that are used for service and provider claims.

Navigating the Funding Source Code page

Click and expand to review an outine of the fields that comprise the Funding Source code form

The following is an outline of the fields that comprise the Funding Source code form.

Funding Source Provider: This field lists the provider source record that is listed within the Name field, under the Funding Source Provider details panel
Funding Source: This field lists the funding source code.
Group Service: This field is used to indicate record is group related.
Service Type: This field lists the service type as a description from the price guide that relates with the claim code record.
Code: This field lists the service type from the price guide as a code that relates with the claim code record.
Has A/H Rates: This field is used to indicate if after hour rates apply on the claim code record, if the field value is Yes, ensure the Rate Code fields are updated with the same service type as listed within the code field of the Codes panel.
After Hours Rate Code: This field lists the service type from the price guide as a code and description that relates with after hours services on the claim code record.
Saturday Rate Code: This field lists the service type from the price guide as a code and description that relates with a Saturday services on the claim code record.
Saturday Rate AH Code: This field lists the service type from the price guide as a code and description that relates with a Saturday services on the claim code record.
Sunday Rate Code: This field lists the service type from the price guide as a code and description that relates with a Sunday services on the claim code record.
Sunday Rate AH Code: This field lists the service type from the price guide as a code and description that relates with a Sunday services on the claim code record.
Public Holiday Rate Code: This field lists the service type from the price guide as a code and description that relates with a Public Holiday services on the claim code record.
Public Holiday Rate AH Code: This field lists the service type from the price guide as a code and description that relates with a Public Holiday services on the claim code record.