Configure Interim Funding Client Group for SAH

Configure Interim Funding Client Group for SAH

This topic describes how to configure the Interim Funding client group in the portal to ensure the correct percentage of each participant’s approved budget is allocated within the new Support at Home (SAH) funding setup. By following these steps, SAH participants, whether interim-funded or fully funded, will receive the appropriate funding allocation until their full package is approved.

Keywords: interim funding client group, support at home funding, sah funding setup, client group configuration, funding status portal, participant budget allocation, interim funding allocation, full funding allocation, client group treatments, billing category setup, fee billing category


I. Create a Group Set

1. In the left navigation pane, click Settings > Client Groups.

2. In the dropdown at the top, click Group Sets.

3. Click + Create Group Sets.

4. In the Name of Group Set field, enter: Funding Status.

5. In the Description field, add a short description.

6. Tick the Minimum Data Set box.

7. Click Save.

II. Create Client Groups

1. In the dropdown at the top, click Client Groups.

2. Click + Create Client Group.

To set up your client groups, you must create two separate groups: Interim Funding and Full Funding.

3. For Interim Funding:

  1. In the Client Group set field, select: Funding Status.
  2. In the Name field, enter: Interim Funding.
  3. Complete other fields as shown and click Save.

For Full Funding:

  1. In the Client Group set field, select: Funding Status.
  2. In the Name field, enter: Full Funding.
  3. Complete other fields as shown and click Save.

4. After saving, under Client Groups, you should see both groups listed: Interim Funding and Full Funding.

III. Apply Client Group Treatments to Fee Billing Categories

In this section, apply client group treatments (interim funding) to Fee billing categories for the following primary subsidies:

  1. Support at Home Level 1–8
  2. Support at Home – HCP Transitional – Level 1–4.

1. In the left navigation pane, click Settings > Billing Categories.

2. Click the Type column to display Fees.

3. Find the primary subsidy for Support at Home. In this example, Support At Home - HCP Transitional - Level 1 is selected.

4. Click Edit to edit the billing category.

5. Click Client Group Treatments.

6. Click Add Client Group Treatment.

7. Set the Client Group field to Interim funding.

  • Set the Treatment field to % discount.
  • Set the Rate field to 40

8. Click Save.

9. Click Publish.

`10. Scroll down and click Save again.

NotesRepeat steps for each of the remaining primary subsidies:
  • Support at Home Level 1–8
  • Support at Home – HCP Transitional – Level 1–4

IV. Apply Funding Status in Client Profile

Go to the client’s profile and open the Client Groups section.

In the search bar, find the recently created Funding Status.

Select the appropriate status (Interim Funding or Full Funding) to indicate the client’s funding type.

Set the Joined Date.

Click Save.

Under the Client Group Memberships section, check that the client has been successfully added to the Interim Funding client group.

Notes
Note: When a client has interim funding, add them to the Interim Funding client group before creating a quote. When the client receives full funding, remove them from the Interim Funding client group before generating a new quote.

This topic described how to set up the Interim Funding client group in the portal to allocate the correct budget percentage for each Support at Home (SAH) participant. For more information about configuring client groups, contact the CareVision Support Team.