Care Services

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Generate funding claim form

Path: Care services > Funding > Funding Claim form

  1. Click on < New funding claim form >
  2. Select Billing account name.
  3. Click on < Filter >
  4. Specify the required criteria for generating the funding claim form (End date, client account)
  5. Click < OK >
  6. If required, setup the job to run in the background. Select Batch processing to Yes.
  7. Click on < Recurrence >
  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 < OK > to close the Recurrence form.
  10. Click < OK > 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.