Pooled Funding

Pooled Funding

Q: What is pooled funding?

A: Pooled funding is a portion of a client’s budget that is set aside and combined into a shared pool at the provider level. This pooled amount (Example: Care management) is not spent per individual client but is used by the organisation to deliver services across all clients.

Q: How do you set up pooled funding?

A: To set up pooled funding, follow these steps:

1. In the left-side navigation pane, click Settings.

2. Click Allocation Category.

3. Click +Create Allocation Category.

4. Set the Name field to the name of the allocation category.

5. Example: For Care Management, turn on the Is Pooled Funding toggle to indicate that this allocation is shared across all clients.

6. Turn on the Active toggle to indicate that the allocation category is currently active.

7. Click Save.

Apply the allocation category to a funding source template.

In the Funding Service Program Allocations section of an advanced funding source template, you can define how the total available funding is distributed across specific allocation categories for the selected funding source template. This section allows you to set what percentage of the client’s funding is reserved for each category, such as care management, clinical care, everyday living, or independent support.
1. Click +Add Allocation.

2. Under the Item column, select an allocation category such as Care Management, Clinical, Independence Support, Everyday Living, Assistive Technology, Home Modifications, CHSP Client Contribution, CHSP Government Contribution, Restorative Care, or End of Life. Options will appear based on the allocation category setup you previously configured.

3. For each allocation category, enter the percentage of the total funding that should be allocated. Example: Set 10% for Care Management, and distribute the remaining percentages across other categories based on your organization’s requirements.

4. For fixed allocations (such as Care Management), you  have the option to “lock” the percentage. Locking prevents users from changing the allocation when applying the template to a client.

5. Under the Inclusions column, specify whether the allocation is calculated from the "primary subsidy", "supplement", or from “all subsidy types.” For example, Care Management is typically set to 10% of the primary subsidy only.

6. Review all allocation categories, percentages, and settings to ensure they match your organization’s funding rules and requirements.


Q: What happens after pooled funding is set up?

A:

  • The pooled amount is automatically deducted from the client’s budget

  • It is excluded from the client’s available funds for services

  • It is combined with other clients’ pooled amounts and used at the provider level



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