How to Update Outlet IDs on Funding Source Templates

Outlet ID is a unique code that identifies and links specific transactions to a particular outlet location within your organization. Regularly updating your Outlet IDs in CareVision helps ensure that all client funding exports are accurate and compliant.

This topic provides step-by-step instructions for updating Outlet IDs in CareVision.

Keywords: outlet id, carevision, funding exports, update outlet id, client funding, financial operations, outlet activity id, funding source templates

1. In the left navigation pane, click Settings.

2. Click Funding Sources.

3. Select the funding source you want to update from the Funding Source Templates list.

4. Enter a new value in the Outlet Activity ID field.

5. Click Save to apply your changes.

6. Once saved, please contact the CareVision Support Team. We can run a process to ensure the new values are pushed down to the client level.

This topic walked you through the process of updating Outlet IDs in CareVision. By keeping your Outlet IDs current, you help maintain accurate funding exports and ensure smooth financial operations.

For more information about Outlet IDs, contact the CareVision Support Team.