Scheduling Set Up: Funding Sources

Learn how to set up funding sources and their associated services for your organization!

About Funding Sources in Hi Rasmus

The first step in setting up client authorizations in Hi Rasmus is to set up the list of available funding sources for your organization.

Currently in Hi Rasmus, you can track the following information related to funding sources:

funding source type
funding source active dates
the list of valid services relevant to each funding source.

How to set up Funding Sources

1. From the left-hand navigation menu, select [Settings] >> [Scheduling] >> [Funding Source].

2. To add a new Funding Source, select [Add Funding Source].

3. Enter the Funding Source name in the [Funding Source] field.

4. Select the correct Funding Source Type in the [Type] field.

5. Select all of the Valid Services for the Funding Source by clicking [ + Add Valid Service]

ℹ️ For more information on adding Services, click HERE

6. Add any notes, if applicable in the [Notes] field.

7. Select [Save]

Inactivate Funding Source

💡Once a Funding Source is inactivated, it cannot be reactivated. You would need to add another Funding Source.
💡Edits to the Funding Source can be made at any time. Select the pencil icon to edit.

1. Select the pencil icon to the right of the Funding Source you wish to inactivate.

2. Click [Inactivate].

-Updated August 2025