Similar to Family and Provider records, Payments also have their own Documents and Files that are available to store any relevant documentation pertaining to this specific ID.

Family Fee, Return, and Adjustment Letters

Depending on your organization's procedures, there can be a huge difference in the types of payment documents you typically send out. Regardless, all forms will be located under the Documents tab, which can be found in the Activities menu.

From this interface, you will be able to utilize the Select Form button in order to generate from a selection of documents we have configured into your environment. This includes Return Letters, Family Fee Letters, Adjustment Letters, and Payment Cover Letters, to name a few. Please see Types of Documents for more information on what each status means.

Payment Files

Similarly, Payments have their own dedicated Files tab where documents relevant to the record can be saved for future reference. The most notable difference between this one and the one found in Family and Provider records is that paper timesheets scanned in to the system will be saved here as well, which you can read more about in Scanning in Paper Timesheets.