The In Person Payments processing component of the AWARDS BillingBuilder enables users to create payment records for self-paying clients who make co-payments or full payments for services rendered.  Once payment is recorded, a receipt for that payment can then be printed for the client.

IMPORTANT!  Prior to processing In Person Payments for self-paying clients using the steps discussed in this portion of Online Help, please ensure that the clients have entitlements records created for Self-Pay as an insurer, or a co-payment amount indicated in the client's entitlement records for another insurer.

Required Permissions

The In Person Payments feature is available to users with the following permissions:

→ Data Entry / Access - Unless you are a member of the "Fiscal Staff" or "Executive Officer" user groups, you must have the "Display Executive Administration Buttons" and "Display Fiscal Buttons" permissions.

Related Topics

This portion of AWARDS Online Help is intended to guide you through several In Person Payment tasks in the AWARDS BillingBuilder.  Specific topics covered are:

* Entering Co-Pay Amounts - Learn to enter full or partial co-pay amounts step-by-step.

* Entering Self-Pay Amounts - Learn to enter self-pay records step-by-step.

* Printing a Payment Receipt - Learn to print a receipt for a co-pay or self payment.

* Updating / Deleting a Payment - Learn to correct or otherwise update existing payment records.

- In Person Payments Frequently Asked Questions - Learn the answers to common In Person Payment questions

- Additional In Person Payments Resources - Access additional In Person Payments learning resources.