FundManager

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

 Creating a New Fund

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.
   
   

   Open

   

   Click on FundManager

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

   Open

   

   Click Add New Fund

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

   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.
      
      

      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.
   
   

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).
   
   

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.”
   
   

    

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