Funder Services

Owned by Danielle Lau
Last updated: Jan 30, 2024
2 min read

This report will allow users to see all funders and services currently added to the company account whether they are active or inactive. Customers can pull this report to audit their funder and billing code set up including rates, staff credentials connected, and rounding rules.

Action

Description

Good to Know

Action

Description

Good to Know

Step 1: Click on Reporting Dashboard>Funder Services Report

 

  • Users with permission “View/Download Funder Services” will be able to view/download this report

Step 2: Select Funders>Click Update

 

  • Can select one, multiple, or no funders

  • If no funder(s) are selected, the report will display all funders

  • Report can also be exported to excel

Additional Information:

The data in this report comes from the Funder’s Billing Codes set up in the Company Account

 

  • This report will show the following fields:

    • Funder Name

    • Service Line

    • Service Name

    • Is there a restriction

    • Rate

    • Modifier 1, 2, 3, 4

    • Credential Certification Name

    • Billing Code

    • Unit Type

    • Rounding Rule

    • Service Status