Financial Setup for Care Recipients

The setup process ensures that invoices, payments, co-contributions, and receivables are correctly linked to the participant.

Step 1: Ensure a Person Record Exists

Before completing the financial setup, the care recipient must be linked to a Person record.

The Person record represents the individual receiving the service.

If the Person record does not already exist, it must be created first.

1. Go to Care Recipients page. Click on "Complete Financial Setup" for the care recipient you would like to set it up for.
   
2. The financial setup screen pops up. Click on the drop-down to "Link a person to this participant". At the bottom of the dropdown list, click on "Create new person" if the person record doesn't exist for the selected care recipient. 
   
3. Fill in all the details for the person record and click on "Create Person" button.
   

The person record for this care recipient is now created, and you can now link the care recipient to this person.

Step 2: Link the Care Recipient to the Person Record

Once the Person record exists:

1. Open the care recipient page.
2. Locate the Person mapping section. On the person column, click on "Complete Financial Setup".
   
3. Link the care recipient to the correct Person record and click on "Next" button.
   
4. On the next step funds are associated to the person. Set up the contact for the department fund and contribution fund, and click on "Finish" to complete the setup.
   

This connection is mandatory for AR processing.

Once completed, the person record for this care recipient is now created under the Person records.

Go to AR Module> Person Management.

The person record of this care recipient will be linked to the different Fund Accounts and Fund type, as well as details of the Financial contacts.

Once the link is complete, on the care recipient's page, this is indicated by a green tick. On hovering over this green tick, all the details of the person's account can be viewed.