The Entitlements module Personal Payments feature is used to enter, update, and delete personal payment records, as well as to generate printable receipts and customized  reports of payments information.

IMPORTANT! At present this functionality is not yet tied into billing; however, that link will be established in a future enhancement deployment.  In the meantime, please be aware that there is currently no distinction between "applied" and "unapplied" within this feature.  All payments recorded until the billing linkage is made available are limited to being recorded as "unapplied."

Required Permissions

Permissions required to use the Personal Payments feature are as follows:

Program Chart Access
Display Any Chart Records Buttons
Display Chart Records Entitlements Button
Copay / Personal Payments

  NOTE:  Permissions are assigned using the Permissions Maintenance feature.  If you do not have access to that feature and need a permission listed here, please contact your supervisor or your local Help Desk for assistance.

Click-by-Click Instructions

Working with Personal Payments - Learn to enter, update, and delete personal payment records, as well as view print receipts.

Using the Personal Payments ReportBuilder - Learn to generate customized reports of client demographics and personal payment details.

A Closer Look @ Fields & Options

Personal Payment Fields / Options - Learn about the fields/options available during the personal payment data entry process.

  https://demodb.footholdtechnology.com/help/?12401