Funding Period Claims Flexibility Setting

Follow these steps to enable the Funding Period Claims Flexibility Setting to gain greater flexibility in managing funding and invoicing.

When enabled the system will allow you to do the following:

• Claim past services against the current Funding Period (if sufficient funding is available) in Monthly PM Invoices, Bulk Import Invoices, Streamline, Service Entry, Case Notes.

• Create invoices spanning multiple Funding Periods in Monthly PM Invoices, Bulk Import Invoices, Streamline, Service Entry

1.      Click on Settings (Top right section of your screen when you log into your Careview account)

2.      Under System,  click on Funding Period Claims Flexibility.

3.     The Funding Period Claims Flexibility setting screen displays. Set the toggle box to Enabled.

.

6.      Click Save.

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