Scheduling Set Up: Funding Sources

In this article:

Select [Settings] >> [Scheduling] >> [Funding Sources] from the left-hand navigation menu. You’ll see a list of any funding sources already added.
Click [Add Funding Source].
Enter the funder name in the [Name] field.
Select the funder type in the [Funder type] field.
Under Claim submission, select Electronic, Invoice, or Roster in the [Billing channel] field.
Select who bills for services for this funder: Performer or Organization.
Complete the Payer rules.
1. Choose whether you’d like to be able to bill this funder without an authorization.
2. Click [+ Add Treatment Services].
3. Select all of the treatment services for this payer. You can select several at once.
4. Click a treatment service row to expand it.
5. Add any modifiers this payer requires for that service in the [Modifiers] field.
6. Click [+ Add Place Override].
7. Select the place of service.
8. Enter the POS code this payer requires.
Telehealth Modifier
1. Select 95 or GT in the [Telehealth modifier] field, if applicable.
2. Leave the field empty if this payer does not require a telehealth modifier.
Add any notes in the [Notes] field, if applicable.
Click [Save].
Choose when the funding source takes effect: starting today, or on a specific date.
Click [Continue]. The funding source will now show in your list.

💡 Sessions dated before the effective date will follow the earlier settings. Sessions on or after that date will follow the new ones.

💡 Once a funding source is inactivated, it cannot be reactivated. You would need to add a new funding source.

Click the pencil icon to the right of the funding source you want to inactivate.
Click [Inactivate].

-Updated October 2026

Funding sources are the first step in setting up client authorizations. Learn how to add a funding source, choose the treatment services it covers, and set up payer rules for modifiers and place of service codes.