Care Services

Generate funding claim form

Path: Care services > Funding > Funding Claim form

1. Click on ****
2. Select Billing account name.
3. Click on ****
4. Specify the required criteria for generating the funding claim form (End date, client account)
5. Click ****
6. If required, setup the job to run in the background. Select Batch processing to Yes.
7. *Click on *
8. The default value is for the job to run once (End after:1) If it is a requirement for the job to run at a regular interval, then setup up the required recurrence pattern.
9. *Click to close the Recurrence form.*
10. *Click to add the job to the batch queue.*
11. The funding claim form will be generated with all the relevant funding claims.
12. Populate the description, claim year, and claim month.