A service funder is a person or organisation that pays for some or all of a service user's care. If a service user has multiple services or bill payers, you can add more than one service funder to their record.
For example, a customer might receive funding from both a government program and a private insurer.
To create a new service funder, please follow these steps:
Click Service User, then from the submenu, click Service User.
Click Find.
Click into service users record.
Under QuickLinks, click Service Funders.
Click the plus button and choose New from options presented.
Fill in the details.
📌 Note: Mandatory fields are marked with a red *.
Click Save.
Create without client association
To create a funder without associating with a client, follow these steps.
Click Service User, then click Bill Payer.
Click New, then fill in the relevant details.
Click Save.