The purpose of funding groups is to group together clients under a specific funding contract, and run reports based on those groupings.

 

Clients are allocated to funding groups when you create the Client case.

 

We’re gonna create a new Client case for Hone Ropata by clicking the New case button.

 

 

 

We’ve filled in the Create a new case form, and at the bottom you can see multiple funding groups for this service. Hone has been allocated to Group 1.

 

 

 

Click Create case to save the form.

 

Note: If you need to add a funding group to Client Voices, talk to your manager.