Funder Services.

This report will allow users to see all funders and services currently added to the Settings area of their 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>Scheduling>Funder Services

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 Settings

This report will show the following fields:
- Funder Name
- Service Line
- Service Name
- Is there a restriction
- Rate
- Modifier 1, 2, 3, 4
- Credential Cortication Name
- Billing Code
- Unit Type
- Rounding Rule
- Service Status