Adding Funders to a Client Profile

Owned by Dawn Mackey
Last updated: Aug 02, 2022 by Joy Helsel
2 min read


1) Go to Clients, Select your client of choice, and Click on Funders from the menu on the left. Click View:



2) Edit the Funder Information. Select the appropriate Service Line(s) and complete all required fields:

Please Note that leaving required fields incomplete will show as 'missing billing information' and may impact scheduling of the client, depending on your funder set up.  

*Authorized Release of Information, Date, Authorized Payment, Relationship to, Insurance Subscriber, Sex, and Insurance ID#  are required fields.  

  • If you select 'self' in "Relationship to" field, the client name, address, and gender will auto-fill if completed on the client demographics page.  

 

OPTIONAL: ADD IN CLIENT BENEFIT INFORMATION


3) Click Add when completed.

Things to Note:

  • Clients can have multiple different funders and each funder can be marked as 'primary', 'secondary', or 'tertiary'.  
  • Clients must have a funder in order to use Funder Reports, enter Authorizations and (depending on your funder settings)-schedule appointments.




 






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