Funding Source and Department Linking

Funding Source and Department Linking

What is Funding Source Filtering by Department

This feature was introduced in order to filter the list of available Funding Sources based on which Departments a client is currently assigned to. For most care providers this functionality is not necessary, however if your organisation requires complex mapping of cost or income codes based on departments and funding, or for some reason has an excessive number of funding sources it is possible to organise by department, then you may consider using this functionality to make it easier for your front office teams to select the appropriate funding for a client based on their departments. 

In order to utilise this functionality the Linking of funding sources and departments setting must be turned on on the Organization Settings and you must link your funding source templates to the appropriate departments. 

HOW TO ENABLE THE DEPARTMENTS AND FUNDING SOURCES LINKING

  1.  Navigate to the General Config under the Settings on the side nav and look for Funding Source & Department Linking setting.


  2. Switch the toggle button to on and then hit save.

SETTING UP THE DEPARTMENT AND FUNDING SOURCES LINKING

  1. Navigate to Funding Sources module. 

  2. Create/Edit a Funding Source Template. 
  3. Select a Department on the Department Dropdown Field. 
    The Department Field will only show up if the Funding Source & Department Linking is enabled.

FUNDING SOURCE FILTERING IN CLIENT PROFILE

  1. If the client has no selected department(s) on his or her profile, all of the funding sources will be available for selection on the Funding Source Template Dropdown whenever we are trying to add or edit a Funding Source
  2. If the client has a selected department(s) on his or her profile, the selection on Funding Source Template Dropdown will be filtered based on the client's Department

FUNDING SOURCE FILTERING IN QUOTES AND CONTRACT

  1. On a Quotes and Contract Form, same scenario is applied on Department Filtering for Funding Sources.
  2. If the client has no department(s) selected, all Funding sources will be available on the Funding Source Template Dropdown field.
  3. If the client has a department(s) selected, the selection on Funding Source Template Dropdown will be filtered based on the client's Department

ADDING OF DEPARTMENTS ON CLIENTS

  1. Selecting of departments for a client can be made through adding it on client's profile or under the General Configs on Settings.
    1. CLIENT PROFILE

    2. GENERAL CONFIGS
      1. Navigate to Settings > General Config
      2. Scroll to List of Departments under the Organisational Structure setting.
      3. Click on the Department you want to edit.

      4. On the Form, add here the clients and then hit save.


REMOVING OF DEPARTMENTS ON CLIENTS

  1. Removal of departments from clients can also be done in Client's Profile or under the General Configs.
  2. When removing a funding source on a client, there are plenty of validations to be consider
    1. REMOVAL OF DEPARTMENT ON A CLIENT'S PROFILE
      1. If there are multiple departments mapped to a client, removal of department from a client will not be allowed if there is an active funding source on a client that is mapped to the department that will be removed. There will be a modal will pop up after clicking save when the user tried to remove a department that has an active funding source on client's profile and the removal will not push through.

      2. If there is only a single department linked to a client and it is removed, it will be allowed since any funding sources can be added to client if the client does not have any departments selected on it's profile.
    2. REMOVAL OF CLIENT FROM A DEPARTMENT ON GENERAL CONFIG
      1. Departments can be also removed from client on the General Config's Organisation Setting by removing a client on a Department's Client list by simply deselecting the client and hitting the save button.
      2. If the selected client to be removed has multiple departments linked to it and there is an active funding source that is mapped on the same department on that client, the removal will not be allowed and a list of client that is affecting the removal will be displayed on the form after clicking Save. 
         
      3. If the the client does not have any active funding sources that is mapped to the same department that will be removed, the removal will be allowed.




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