Managing Client with Minimum Service Offering (MSO) Funding in TurnPoint

Q: Some participants may receive 60% interim funding (also referred to as MSO) before their full classification budget is released. How can I capture this?

A: TurnPoint does not have an automated MSO‑specific budget calculation feature. However, we recommend a clear and reliable process to manage these clients until their full funding is approved. 

Recommended Approach

To support accurate budgeting and service planning under MSO conditions, we suggest the following workflow:

 

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1. Create a New Package Type for MSO Funding

Although the funding type should remain “SaH Quarterly Funding”, you should create a new package type specifically for MSO clients.

This approach allows:

• Clear separation between MSO and full SaH packages
• Transparent reporting and tracking
• Accurate budget creation using the reduced funding amount
• Reduced reliance on manual adjustments

Example naming

• SaH (MSO – Interim 60% Funding)

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2. Create a Budget Based on the MSO Amount

Once the new MSO package type is assigned, create a separate budget based on the reduced funding.

This will ensure:

• The 10% Case Management Fee is calculated correctly
• Services offered remain within true MSO funding limits
• Staff can plan accurately during the interim period
• Clear visibility of temporary funding constraints

Tip: Keep notes in the budget to indicate the funding reduction source (e.g. MSO 60% allocation).

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3. Transition to Full Funding When Approved

When the full SaH package is approved for the client:

1. Assign the standard SaH package
2. Create a new full‑funding budget reflecting the updated annual amount
3. Ensure all service planning and case fees are recalculated under the new package

This maintains a complete record of the client’s financial journey and ensures accurate reconciliation.