Funding Source: General Tab Overview
| Jump to a Section: |
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| Name and Address Information |
| Claim Information |
| Options |
| Non-Service Days Information |
This document will instruct users on how to navigate the General tab of the Funding Source record in the system. The screenshots in this document will use a Private Insurance funding source as an example, however, these instructions will apply to all funding source types.
Funding Source: General Tab
1. Name and Address information
2. Claim information
3. Options information
4. Service Days information
Name and Address Information
You will use this section to enter all the contact information for this funding source. You can enter up to 4 phone numbers, and specify the type of number from the drop-downs.
NOTE: You must enter an 'AKA' to save a Funding Source.
Claim Information
This section is very important as the information entered here will pull onto the claim file.
NOTE: Type pulls onto the claim and must be one of the options selected from the drop-down.
Options
Here you can set some options for your funding source. For example, you can Allow services to be performed on a Saturday or Sunday, if applicable. You can also set the minimum Activity Note length. If you want to make sure that your staff enters a note, such as 50 characters.
NOTE: Note Length max character limit is 2500.
Non-Service Days Information
In order to set your Non-Service Day rules for this Funding Source, you will need to enter that information here. Checking the boxes for Warn will give you a warning if this funding source is scheduled for the specified day.
Clicking Save & Close in the top right will add this Funding Source to your Funding Source master list.