ATHENA SOFTWARE Last updated: July 29, 2014

penelope ADD A FUNDER

STEP 1 On the home page, under Setup, click Add Funder.

add a funder

add a funder STEP 2 Enter funder name.

STEP 3 Enter ‘Bill To’ information. This field is mandatory. It can be the person or department to whom the invoices will be addressed. If unknown, enter the funder name here again.

add a funder STEP 4 Choose the Funder Class. This will be Insurer or EAP – this particular drop-down is not configurable. If the funder you are entering is not an EAP, choose Insurer.

STEP 5 Choose a Statement Cycle option.

add a funder STEP 6 Enter the contact information for the funder. Options include fields to add two phone numbers, a fax number and a URL, as necessary.

STEP 7 Choose a Funder Type. This field is mandatory and the list is not user-configurable, as it corresponds to Box 1 on the CMS-1500 form for U.S. clients billing third-party funders.

add a funder STEP 8 Below the Funder Type drop-down, you may see additional funder user-defined fields and / or a Tax Schedule drop-down. These are switched on by your system administrator. Complete as necessary.

STEP 9 For U.S. clients, choose whether you’ll be using ICD-9 or ICD-10 codes for EDI 837 claims or CMS-1500 forms.

add funder STEP 10 Enter the address of the funder in the fields provided.

STEP 11 1.  Enter any notes as necessary. 2.  Click save.

STEP 12 The funder is created.

add a funder

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