Allocate a client to a funding group

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

Clients are allocated to funding groups when you create the client case, or when you edit the client case.

1 - Navigate to the client record.

2 - Click the View case details button. This will take you to the Client Case form.

 3 - Click the Edit case details button.

4 - See the Funding Groups section in the image below. By default there are three groups to choose from. Total Money Management, BFC Plus and BFC core (MSD funded). Managers can add as custom groups.

Note: A client can be in as many funding groups as you choose.

5 - Click the Save button.

Note: While there are default funding groups, you can add your own to Client Voices. This feature is also not limited to funding groups. If it's useful for your service to group clients by any other criteria for reporting (eg location, branch, project etc), you can use the funding group feature to do that.