Funding Source Field

Name

Add the name of the funding source.

Active

Check this option if the funding source is active. This means it may be selected on a contract, student, session, etc.

Funding Type

Indicates the type of entity responsible for payment. It may be any of the following: Insurance, Educational Institution, Regional Center, Private Pay or Other.

Send Billing Message

Determines if Send Billing Message is checked by default on a new session if the funding source is used. This is only applicable to organizations that are integrated with Azalea.

Batch Sessions on Sign-off

Indicates if multiple sessions for the same student & date of service should be combined into a single superbill for the funding source. This means that these sessions must all be signed off at once. Please see Sessions / Signing-Off for further details.

Comments

Enter any additional details/information related tot he funding source.