This document will instruct users on how to navigate the General tab of the Funding Source record in NPAWorks. The screenshots in this document will use a Private Insurance funding source as an example, however, these instructions will apply to all funding source types.
Funding Source: General Tab
Name and Address Information
You will use this section to enter all the contact information for this funding source. You can enter up to 4 phone numbers, and specify the type of number from the drop-downs.
NOTE: You must enter an 'AKA' to save a Funding Source.
This section is very important as the information entered here will pull onto the claim file.
NOTE: Type pulls onto the claim, and must be one of the options selected from the drop-down.
Here you can set some options for your funding source. For example, you can Allow services to be performed on a Saturday or Sunday, if applicable. You can also set the minimum Activity Note length. If you want to make sure that your staff enters a note, such as 50 characters.
NOTE: Note Length max character limit is 2500.
Non-Service Days Information
In order to set your Non-Service Day rules for this Funding Source, you will need to enter that information here. Checking the boxes for Warn will give you a warning if this funding source is scheduled for the specified day.
Clicking Save & Close in the top right will add this Funding Source to your Funding Source master list.