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
Log in to DCI with your personal profile
Select Authorization from the main menu
Select Funding Accounts from the submenu
The funding accounts page will open up
Select the Actions button
Select the Add New Funding Account in the actions dropdown
Fill out the fields in the Add New Funding Account form wizard
Click the Save button
Select Yes in the confirmation alert window to save and create funding account
View or Edit or Deactivate Funding Account
Log in to DCI with your personal profile
Select Authorization from the main menu
Select Funding Accounts from the submenu
View all Funding Accounts listed below the search box
Search for a Funding Account in the search box by client name, service code, units, cost center or status
Select Search and view the search results below the search box
Select the row of the Funding Account to view or edit by clicking anywhere in the row
The Funding Account Details page will open up, view funding account details
Select the Actions button
Select the Edit Account in the actions dropdown
View or make edits in the Funding Account form wizard
To deactivate the funding account, change the status to Inactive
Click the Save button
Select Yes in the confirmation alert window to save changes made to the funding account
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