Description: In this topic you will learn how to create, view or edit or deactivate funding accounts. A Client Funding Account is a ledger or bucket where client authorizations, attendance, employee service and billing entries are placed. A client must have an active client funding account in order to have service accounts created for that particular service. The different types of Funding Accounts are:

  • Hourly (Units or Dollars) 

  • Residential Program  

  • Day Program  

  • Group Service  

  • Parenting Program  

  • Transportation (for Day Program)  

  • Client Transportation (for employees who are eligible for client transportation mileage reimbursement)

  • Vendor 

Role Required: Superuser, Billing, Authorization

Permission Required: Authorization Admin

Create Funding Account

  1. Log in to DCI with your personal profile

  2. Select Authorization from the main menu

  3. Select Funding Accounts from the submenu

  4. The funding accounts page will open up

  5. Select the Actions button

  6. Select the Add New Funding Account in the actions dropdown

  7. Fill out the fields in the Add New Funding Account form wizard

  8. Click the Save button

  9. Select Yes in the confirmation alert window to save and create funding account


View or Edit or Deactivate Funding Account

  1. Log in to DCI with your personal profile

  2. Select Authorization from the main menu

  3. Select Funding Accounts from the submenu

  4. View all Funding Accounts listed below the search box

  5. Search for a Funding Account in the search box by client name, service code, units, cost center or status

  6. Select Search and view the search results below the search box

  7. Select the row of the Funding Account to view or edit by clicking anywhere in the row

  8. The Funding Account Details page will open up, view funding account details

  9. Select the Actions button

  10. Select the Edit Account in the actions dropdown

  11. View or make edits in the Funding Account form wizard

    1. To deactivate the funding account, change the status to Inactive

  12. Click the Save button

  13. Select Yes in the confirmation alert window to save changes made to the funding account