Funding Accounts - Create, View, Edit, or Deactivate

Description: In this topic, users will learn how to create, view, edit, or deactivate funding accounts. A client funding account is a ledger where client authorizations, attendance, employee service and billing entries are placed. A client must have an active 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: Super User, Billing Team, Authorization

Permission Required: Authorization Admin

Create Funding Account

1. Log in to profile

2. Select Authorization from the main menu

3. Select Funding Accounts from the submenu

4. Click Actions

5. Select Add New Funding Account from the drop-down menu

6. Complete the Add New Funding Accounts form wizard

   1. Funding Source (required)

   2. Account Type (required): Select the account type associated with the appropriate service code.

      1. Residential or Parenting Program:

         1. Start and End Dates (required): The start and end date for this funding account

      2. Day Program or Group Service:

         1.  Staff Ratio (required): The minimum staffing ratio required for this funding account. Hover over the white “i” (information) for details.

   3. Service Code (required): All service codes associated with the account type and funding source selected will appear in the drop-down menu

   4. Funding Type: Auto populates based on the service code

   5. Client (required): The client receiving the service

   6. Certification Template (Optional. N/A for Account Type Vendor):  Select if there are a set of certification requirements specific to this funding account

   7. Vendor (required for Account Type Vendor when the Allow Vendor Authorizations setting is enabled on the service code): Type and select vendor name

   8. Cost Center (required): The cost center in which the service is being provided (this may differ from the cost center associated with the Funding Source).

   9. *Case Worker (optional)

   10. *Region (optional)

   11. Billing Unit (required): The field is auto-filled based on the Service Code.

   12. **Account Reference (optional)

   13. Grace Period: Defaults to disabled. By clicking enabled, the grace period for a certification template that is linked to this funding account will be permitted.

       1. Grace Period Expiration: The date the grace period will expire is based on the time frame associated with the linked certification template.

   14. Status: Defaults to active. Switch to inactive when this is no longer a valid funding account.

   15. Default CPT Modifiers and Default HCPCS Modifiers (optional): These fields will be editable if a default CPT code or default HCPCS code is added to the service code. Up to four two-digit modifiers can be added. 

7. Click Save and Yes to confirm

View, Edit, or Deactivate Funding Account

1. Log in to profile

2. Select Authorization from the main menu

3. Select Funding Accounts from the submenu

4. Use the filters to refine and click Search

5. Click anywhere in the funding account row to open the account details

6. Click Actions 

7. Select Edit Account from the drop-down menu

8. View or make edits in the Edit Account form wizard

9.  

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

10. Click Save and Yes to confirm

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