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FundManager

FundManager

Owned by Aleia Fletcher, created
May 10, 2024
3 min read

The below is a guide for creating a new fund and associating a provider to a fund in HMIS

 Creating a New Fund

OHCS will create fund(s) for the OMC HMIS system, so OMC HMIS providers do not need to create any new funds.

  1. To create a new fund in FundManager, navigate to the FundManager Dashboard by clicking on FundManager on the left-hand navigation panel.

  2. Then click on Fund Admin.

    image-20240510-175957.png
    Click on FundManager

  3. Select the Add New Fund button on the search screen.

    image-20240510-180254.png
    Click Add New Fund

  4. This will open up the Fund Profile screen. OHCS recommends the following set-up:

    image-20240510-180507.png
    Fund Profile Options that OHCS Recommends

    1. Fund Name: A couple suggestions in the screenshot but name is at your discretion.

    2. Category: State

    3. Fund Type: Basic

    4. Availability to Providers: Open to Providers with Access

    5. Start Date: 01/01/2023

    6. The “Description” and “Fund Usage Note” fields are there for additional fund information or can be left blank as you deem fit.

  5. Once all the fields are filled in, click “Save & Continue.”

  6. Once saved, you will land on the Fund Profile tab automatically. Move immediately to the Funding Cycles tab.

    1. The “End Date” and “Submission Deadline” fields can be left blank.

      image-20240510-180710.png
      Leave End Date and Submission Deadline Blank

      Continue below for how to associate the provider(s) to the fund.

 Associating a Provider to a Fund

  1. Click on the Providers with Access tab and then select Manage Providers.

    image-20240510-180957.png
    Click on Manager Providers

  2. On the search screen, locate and select the appropriate All-In providers (or the ORE-DAP Redux providers if the fund is for ORE-DAP Redux).

    image-20240510-181616.png
    Select All-In Provider

  3. Once all the appropriate providers are associated to the fund, navigate back to the Fund Profile tab.

  4. The last steps before the fund can be used for service transactions are selecting the “ENABLE Fund” option and then click “Save & Exit.”

    image-20240510-181730.png
    Select Enable Fund and then Click Save & Exit

     

If the administrator needs to edit fund information (such as adding/removing providers), they will need to select the “DISABLE Fund” option first.

Once updates are done, they can then enable the fund again.

If there are additional questions on how to set-up a fund in WellSky, please contact the OHCS HMIS team for more information.

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