To add additional funds for clients, follow these steps:
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Navigate to the "Adjustment" tab in the client overview section.
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Click on the "Create" button to initiate a new adjustment.
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Choose the "Client Billing Adjustment" tab within the adjustment options.
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In this section, you can manage additional funds for all types of clients.
- The entered fund value will be updated in the client profile header, and the impacted amount will be the difference between the entered fund value and the current fund value. (For example, if the current fund is $100 and we want to add an extra $200, then we need to enter $300 in the funds field, and the impacted amount will be $300 - $100 = $200.)
Q: What types of clients can have additional funds managed?
A: For all client types, you can manage additional funds using the steps mentioned above. However, there are specific considerations for different client types:
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NDIS/iCare/Other Clients: Only government funds can be managed through the adjustment process.
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Aged Care Clients: In addition to government funds, users can also manage provider funds for aged care clients.
By following these steps, users can efficiently add and manage both government and provider funds based on the specific client type.