Funding Source Setup

A funding source is the entity that will be paying for a student’s therapy. For example, it may be insurance, an educational institution, regional center, private pay or other. 

Your system comes with private pay already created as a funding source. Any other funding sources for your center should be created in this step. Funding sources will be associated to the students using the contract record during student registration.

Please refer to the below video for creating funding sources.