Funding

• Funding is the most common income for Care services providers.
• Transactions related to funding will not appear in the Customer transactions form because they are not related to the customer’s balance.
• Funding claims for Community and Disability service providers can be imported via the data migration framework.
• The funding claims for residential Care services providers will be generated from the residents’ funding schedules.
• The Funding claim form will group all relevant funding claims to generate the funding claim file.

Generate funding claims

Path: Care services > Funding > Generate Funding Claims

1. Populate the End date.
2. Click on < Filter>
3. Specify the required criteria for generating the funding claims (Service code or client account)
4. Click < OK >
5. If required, setup the job to run in the background. Select Batch processing to Yes.
6. *Click on < Recurrence >
7. 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.
8. Click < OK > to close the Recurrence form.
9. Click < OK > to add the job to the batch queue.
10. The relevant funding claims will be generated with the Document status = Open