How to set up monthly Funding Stream Limits

Many services are required to be tracked with different units on a monthly basis. iCM has rolled out the ability for you to create a customized funding calendar to add monthly limits.

Here's how it works:

1. Go to the person's eChart → Manage Programs.
2. On the left, select the Program you want to update. 
3. Click the Funding Streams tab.
4. If you are adding a new funding stream, use the drop down, select the funding stream you want to add to a particular program, then click Add to add a new funding stream. If this is an existing funding stream, you can skip to step 7.
5. Edit the funding stream information, making sure to add the Start and Effective dates.
6. Click Update.
7. Under Funding Type, click the orange Add Units button.
8. Check off "Is this customized funding?"
9. You will then be prompted to add the Units start Date and next the Units end Date.  These dates may be different from the Effective and Start Dates from above as these dates should be aligned with the PCP AID.
10. Add in the units and click the green Update Units button.

With each new year’s award, choose the blue Add New Units, enter your dates, units and Update Units tab to save.  This will maintain a running history of each year’s units.

Many services are required to be tracked with different units on a monthly basis. iCM has rolled out the ability for you to create a customized funding calendar.

Here's how it works:

1. Go to the person's eChart --> Manage Programs.
2. Click on the program you want to update on the left. 
3. Click the Funding Streams tab.
4. Select the funding stream you want to add to a particular program, then click Add to add a new funding stream. If this is an existing funding stream, you can skip to step 7.
5. Edit the funding stream information, making sure to add the Start and Effective dates. Note that your calendar will start on the same month as your effective date.
6. Click Update.
7. Under Funding Type, click the orange Add Units button.
8. Check off "Is this customized funding?" and your calendar will appear! 
9. Add in the units and click the green Update Units button.New customized funding limits will be applied from the last billed month onwards if there was attendance that was previously billed. We do not want to interfere with attendance that has previously been billed, so that information will remain in tact.