Add organisation billing contact on a quote and it will update the client funding organisation billing contact
Add organisation billing contact on a quote and it will update the client funding organisation billing contact
1. Navigate to an open quote or create a new one
2. Open up one of the funding sources
3. Click "Billing Organization Contact and add someone to this field
4. Here I have added "Plan Manager 123"
5. Click "Save" to save your quote as Open
6. Open up your open quote
7. Check the Organization Billing Contact is still on the quote.
8. Set the quote to Accepted before saving.
9. Click "Save"
10. Refresh the page and open up the funding sources for the client
11. Click "Home Care Package Level 4" this is the funding I added the Organisation Billing Contact To
12. Notice that the Organisation Billing Contact is in place as expected
Related Articles
Adding and Updating Client Group Meta Data on Client Profile
Coordinators are able to add a Client to a particular Client Group. Organisations create Client Groups as a way to sort out Clients according to their care or medical needs, rates, status and other specifications. The Client Minimum Data Set is ...How to create a client
When do you add a client A client is to be added when you need their information on the system for future service planning or history archive, e.g. when you source a new lead, transfer a client's information from paper documents to CareVision ...Managing Client Contacts & Connections
Managing Client Contacts Your clients will have multiple contacts and people in their lives to keep track of. You can add these contacts on the client profile from the portal or the mobile application. These contacts can have different roles or ...Notifications for Lead Management and Client Onboarding
Lead to Onboarding Workflow Organisations regularly receive new client leads and it is important that the proper team is notified at the appropriate stage of the lead nurture and client onboarding process so they can follow up on and complete the ...Requoting or Upgrading Client Package Using Quotes and Contracts
Requoting / Client Package Upgrades There are some cases when there's a need to update or upgrade the client's care plan package. Naturally, this can be done directly under the client's profile. However, if there are several items that needs to be ...
Request an Article or Guide
We are keen to know what you want to know more about? Let us know on chat or raise a ticket for an article or topic you would like covered in more detail. We have a team of technical writers and learning content creators keen for your suggestions.