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  2. Client Intake
  3. How To Complete the Client Information Folders
  4. Orders Folder

Articles in this section

  • Add an Order with a Client Charge
  • Add an Order without a Client Charge
  • Change Maximum Authorized Hours
  • Change a Client's Per Diem Amount
  • Change a Client's Funder
  • Remove a Client's Per Diem 
  • Remove a Client's Cap
  • Switch Default Funders

Switch Default Funders

  • April 13, 2023 19:43
  • Updated

If you need to switch another funder to be the default, follow these steps. 

1. From Orders, select the funder that should be default. You can tell which one is the default as it will be bolded and noted in the Filter section. 

2. Click  

That funder is now the default. 

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Related articles

  • Procura Access Delegate List
  • Scheduling Planners
  • Add/Archive Groups
  • Change a Client's Funder
  • Add an Order with a Client Charge
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