Funding Source record navigation with UI Refresh

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Navigate the Funding Source Record in NPAWorks with the UI Refresh

This document will instruct the user how to navigate and find all the buttons for the new Funding Source Record window in NPAWorks. The screenshots in this document will use a Private Insurance funding source as an example, however these instructions will apply to all funding source types.

  1. The General Banner:
    1. Save and close the Funding Source record.
    2. Cancel unsaved changes and close the Funding Source record.
    3. Close and unpin the banner.
  2. The Service Banner:
    1. Save and close the Funding Source record.
    2. Cancel unsaved changed and close the Funding Source record.
    3. Close and unpin the banner.
  3. The Credential Warnings BannerFunding Source Section
    1. Save and close the Funding Source record.
    2. Cancel unsaved changes and close the Funding Source record.

    Services Section

    1. Export to Excel.
    2. Close and unpin the banner.
  4. The Notes & Issues BannerFunding Source Section
    1. Save and close the Funding Source record.
    2. Cancel unsaved changes and close the Funding Source record.

    Issues Section

    1. Add a Note.
    2. Remove a Note.

    Attachment Section

    1. Add an attachment to a Note.
    2. Remove an attachment from a Note.
    3. Access NPAForms.
    4. Close and unpin the banner.

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