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.
Below is an alphabetical list of the fields and options located on the Personal Payments Data Entry page. Scroll down to review each field and option.
- Amount
- Copay
- Insurance Type
- Payment Date
- Unapplied
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." Click the dropdown and select the type of payment used by the client, such as cash, credit card, etc. The values in this dropdown are populated by ListBuilder > Personal Payment Method.
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
In this field, 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 is 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.