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Description:
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In this topic
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, users will learn how to create, view
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, edit, or deactivate funding accounts. A
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client funding account is a
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ledger where client authorizations, attendance, employee service and billing entries are placed.
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A client must have an active
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funding account in order to have service accounts created for that particular service.
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The different types of
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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:
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Super User, Billing Team, Authorization
Permission Required: Authorization Admin
Create Funding Account
Log in to
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profile
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Select Authorization
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from the main menu
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Select Funding Accounts
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from the submenu
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The funding accounts page will open up
Click Actions
Select
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Add New Funding Account
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from the drop-down menu
Complete the Add New Funding
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Accounts form wizard
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Click the Save button
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Select Yes in the confirmation alert window to save and create funding account
Click Save and Yes to confirm
View, Edit,
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or Deactivate Funding Account
Log in to
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profile
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Select Authorization
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from the main menu
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Select Funding Accounts
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from the submenu
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View all Funding Accounts listed below the search box
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Search for a Funding Account in the search box by client name, service code, units, cost center or status
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Select Search and view the search results below the search box
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Select the row of the Funding Account to view or edit by clicking anywhere in the row
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The Funding Account Details page will open up, view funding account details
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Select the Actions button
Use the filters to refine and click Search
Click anywhere in the funding account row to open the account details
Click Actions
Select Edit Account from the drop-down menu
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View or make edits in the
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Edit Account form wizard
To deactivate the funding account, change the status
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to Inactive.
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Click Save
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and Yes to confirm
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