Adding a Funder
Michal Drahorat avatar
Written by Michal Drahorat
Updated over a week ago

To add a Funder follow the steps below. You will need to be logged in to Penelope with an account that belongs to the Intake Mgmt or Admin-Executive User Group.

If you need to add an NDIS Funder click here.

  1. From the My Home page navigate to the Setup sidebar on the right-hand side of your screen.

  2. Click Add Funder.

  3. In the Funder Name field type the name of the Funder.

  4. Select Active in the Status drop-down (ensure Active is selected to use the Funder on an ongoing basis). If in the future you no longer require this Funder, you can change the status to Inactive.

  5. In the Bill To field enter the name that should appear on invoices. This could be a billing contact name, department name or agency name. If unknown enter the Funder name.

  6. Select EAP or Insurer from the Funder Class drop down. If your Funder is not an EAP (Employee Assistance Program) choose Insurer. This option must be set to EAP to use Funder Departments and Branches.

  7. Select the required statement cycle frequency from the Statement Cycle drop down.

  8. Select the type of Funder from the Funder Type drop down.

  9. Select the Tax Schedule from the Tax Schedule drop down (if applicable).

  10. Select the ICD version for EDI/CMS claims (if applicable).

  11. If you are using the NDIS module from the Plan Type drop-down choose Insured or Monitored Billing. Monitored Billing should only be selected for self-managed clients with agency assistance plans.

  12. In the Contact Information section complete the address and contact information for the Funder.

  13. Add any Notes (as required) in the Notes field.

  14. Click Save.

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