Funds management is the management of the cashflow of a client. This will help provider to plan services for the clients and forecast the availability of funds.
Add client's funds in Shiftcare
Inorder to add funds, go to client Details page and click on Add Fund button on the bottom right of the Funds section.
Now add fund type, amount, Hours(if required) and expiry date (if Required). Then hit Save.
You can attach one fund permanently to the client by ticking Default checkbox in front of the client. This means that you will not be required add fund manually to client while generating shifts.
Note: In order to put multiple funds, click on Add Funds bitton again and follow the prompts as explained above,
See below example of multiple funds.
Assign funds to the client in the shift
Now create a shift. Read Generate a Shift article to know more about this. On clicking Select Client button,below page will open. In the funds section, select the fund you want to apply to the client. In this case Daily activities funds(see above) was selected as default fund. But from the dropdown section you can change fund if you wish and then hit "Done".
View client funds in Billing report
Go to client Billing page in order to see the running total of the funds from the last column of the page. Running total will turn red when funds will go to negative.
Note: "Running Total" is the addition of all funds of the client. Running total of specific fund can be viewed by clicking Select Fund and then from drop down menu select the fund type you want to view.