In Person Payments can be used to enter full or partial co-pay amounts.  To do so, complete the following steps:

1. From the AWARDS Opening Menu page, click Fiscal/Program.  The Fiscal/Program Reports Menu page is displayed.
2. Click Billing Menu.  The Billing Menu page is displayed.

3. Click In Person Payments.  The In Person Payments - Select Programs page is displayed.

4. Click the Program drop-down arrow and select the program associated with the consumer for whom the co-pay is to be entered.
5. If the consumer for whom the co-pay is to be entered is for a former (discharged) consumer, click the Roster Archives check box.
6. Click CONTINUE.  The In Person Payments - Select Consumer page is displayed.

7. Click the Consumer drop-down arrow and select the client for whom the co-pay is to be entered.
8. Click CONTINUE.  The In Person Payments - Payments page is displayed.

This page contains a list of any previously entered in person payments for the selected consumer.

9. Click Add New Payment.  The In Person Payments - Add new payment page is displayed. 

10. Configure the fields and options on this page as follows:

Some of the options on this page are dynamic, meaning that the selections they make available to you are based on other options you've set earlier in the page.  As a result, please configure the options in the order in which they are described here.

→ Insurer - Click this drop-down arrow and select an Insurer for which a co-pay amount has been entered in the client's entitlement records.  If the appropriate insurer is not listed, select "Other" and enter the insurer's name in the Other Type field.

→ Billing Types - Click this drop-down arrow and select the billing type.  The types available here are based on the selected insurer.

→ Procedures - Click this drop-down arrow and select the procedure.  The procedures available here are those associated with the selected billing type.

→ Date Paid - In this field, type the date on which the payment was made (using mm/dd/yyyy format).

→ Amount Paid - In this field, type the amount paid.  If this is a partial payment, the balance is added to the read-only Outstanding Balance on this page after the payment record is saved (in step 11).

11. Click Save.  The Payment Was Recorded Successfully! page is displayed, confirming that the payment you entered was saved, and providing read-only details regarding that payment.

To print a receipt for the payment from this page, click Printable Receipt.  To print a receipt at a later time, follow the steps under Printing a Payment Receipt.

The process of entering a co-payment is now complete.

When the payment is saved an invoice is created for the client for the amount owed.  This invoice can be accessed using the Billing Menu feature's Edit Invoice Batch component.  For more information on using Edit Invoices, please refer to the BillingBuilder Processing Instruction Sheet.