Below is an alphabetical list of the fields and options located on the Personal Payments Data Entry page.  To jump directly to the information for a specific field or option, press <Ctrl+F> to access your browser's search field and enter the name of the field/option in question. 

Amount

In this field type or make changes to the dollar amount of the payment received.

Copay

If the payment being recorded is for a copay, click this toggle to set it to "Yes."

Insurance Type

Available when the Copay toggle is set to "Yes."  Click this drop-down arrow and select the insurance for which the copay is being collected.  The contents of this list are limited to insurances (recorded under Certified Entitlements) that are in effect as of the specified payment date.

Payment Date

Type or make changes to the date on which the payment was received (using mm/dd/yyyy format), or use the available drop-down date picker to select the correct date.  Future dates cannot be used.

Unapplied

A read-only field calculated after the record is saved.  Currently there is no distinction between applied and unapplied payments; however, future versions of this functionality will allow for the application of payments to specific billing invoices.

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