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Funding Sources
Applying Modifications from Funding Source Templates to Client Funding Sources
This topic describes how to apply modifications from Funding Source Templates to Client Funding Sources using both single and bulk sync options. This way, if you want to make changes to a funding source template, you can quickly apply those ...
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 ...

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