How to Manage Funding Streams?

Managing Funding Streams is key to setting up tracking of funding for people you support. It defines how you want to record attendance and bill for services.

Here's how:

  1. Click on Admin Tools, the wrench icon on the bottom left corner of your screen.
  2. Click on Manage Funding Streams
  3. Click Add.
  4. Add in the basic information about the funding stream (funding source, title, unit) and click Save.
  5. Click the Edit button and add in more information about the funding stream. This step allows you to configure when to record attendance, how to calculate/round units, and which MA number to use for billing (site-based/parent).
  6. Click Save.

Note: You can create custom present/absent types on this screen by turning this feature on/off. Additionally, when changes are made to a funding stream, iCM will maintain a historical log of the different versions and their effective dates.

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