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Amend a service funder for a service requirement

In this article, we explain how to amend the service funder against a service requirement.

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Written by Lucy Robbie
Updated over 2 months ago

A service user's care package may be split into different service requirements. For example, a service user may have a requirement for an in-home visit on a Monday, and a shopping visit on a Wednesday.
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A service funder is a person or organisation that pays for some or all of a service user's service requirements.

If you need to amend a service funder for a service requirement, follow these steps.

  1. Click Service User, then click Service User.

  2. Click Find and select the relevant service user.

  3. Click the Care Visits tab, then select the relevant service order.

  4. From the Service Funder Drop-down menu, select the correct funder.

  5. Click Save.

This amends all visits that have yet to be attached to a completed invoice run.

The funder with a green tick is determined by who is paying for care on a service user's service order. A funder with a red triangle has not been added to a service order to pay for care.

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