Data in the Funding Summary Tables

Below is some more information on the columns available on the Fund Type and Partner tables in Partner Management > MDF > Funding Summary:

  • Fund Type - Fund type
  • Allocations - Original amount allocated to this partner for this Fund Type
  • Paid - Sum of claims that have been approved and paid for this Fund Type
  • Actual Balance - Allocated balance minus value of paid claims
  • Approved - Sum of orders that have been approved
  • Pending - Sum of orders that have been approved but not yet paid
  • Available Balance - Allocated balance minus the value of paid, approved, and pending claims

    If a pending order is canceled or denied, the order balance is returned.

    Note

    If you are using an MDF integration, this balance is based on the MDF system of record.

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