Questions answered in this article:
- How can I add a funder to a client?
- How do I setup how much a funder can cover?
View the instructional video(s) on this topic below:
- Getting started: Services + Funders (8 min video)
Related articles:
1. On the top left corner, under Clinic Setup, choose Funders.
2. On the Funders page, you will see a list of all current funders. To add a new funder, simply click the New Funder button.
3. Fill out the basic information on the form, providing as much detail as you’d like—most fields are optional, so you can customize the entry based on the details you have about the funder.
Important: Each funder must have at least one contact person to ensure invoices can be sent via email. The contact person’s email can match the organization’s email, but it can only be used once. If the funder has multiple contacts, other contacts must have a unique email address.
4. Under Funder-Specific Billing Settings, you can configure the coverage provided by each funder. For instance, if you want to set a funder's coverage at 80% instead of the standard 100%, the custom fee will be automatically calculated based on this percentage. Similarly, if you set up a custom fee, the percentage coverage will also be recalculated automatically.
Important note: This information will not appear on the final invoice; it is intended for your internal reference only. This means that the funder is covering only that percentage of your "regular" rate, not the total service fee.
You can view the established fee for this service by clicking on the dollar sign icon.
To complete everything, click the Save button below.
