Set-up NDIS HCP CHSP and other Funding Sources

Each client has a different type of funding source and it can be a cause of confusion for staff when setting up a client's account. However, on CareVision, setting up client funding sources is fairly simple. Once the funding source is set up, this will then be linked to only related or appropriate items under Fee Items, Services, and Billing Categories. It's even possible to automate this feature to make it easier to manage client payments.

Set-up NDIS HCP CHSP and other Funding Sources.

Thanks to CareVision's funding source template, it only takes a few clicks to customise your client's funding sources. Whereas without a template, you will have to manually add different fees, services, and billing categories for each funding.

On the CareVision platform, it is also possible to restrict funding sources to two options:

Service Restrictions for Clients to Restrict Services to Funded Services
Restrict Selection of Funding to the Template Funding Services

If you require help managing client funding sources on CareVision, you can watch the video at CareVision Academy. The guide is under the CareVision & System Administration courses: Funding Rules Explained.

CareVision Profile

1300 324 070

Australian Head Office
Building 1, Suite 4D/19 Lang Parade, Milton QLD 4064

VISIT WEBSITE