How to add in Support Coordination funding

This guide will take you through the steps for setting up funding for your Support Coordination client.

1. Go to CRM then select Clients

2. Find your client via the search bar in the top right

3. Open their client profile and select New on the Client Funding tab

4. A dialog box will display, enter in the main details of the plan first. 

Make note to set the referral date to be the start of the plan as this will control when your progress report is alerted for. It is set to alert you 2 months after the referral date. 

5. Once the information is added click Save

6. A Service contract screen will display for you to put in the Plan Budget information and the Service Support information 

7. Scroll to the Plan Budget section and click Create/New

8. Select Coordination of Supports and put in the amount of the plan then click Save

9. Scroll to Service Support and click Create/New

10. In this dialog box you will be specifying what code you will be charging your case notes under also what management type the case notes should be billed as. Once the fields are completed click Save

If you need more information on which Management style to select please use our Service Support Management style guide for further information

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