Record a manual payment request

A payment requests roster organizes payment requests ready for payment into logical groupings for ease of validation and approval. When it processes payment requests for a roster, the system retrieves the service authorizations due for payment in the selected month, as well as any adjustments the system calculated automatically.

However, services that are not associated with a service authorization and certain adjustments must be added to a roster manually. You can record a manual payment request to handle these situations.

If the system finds a payment for the same payee, recipient, and service, but without an authorization, the system will not generate another payment request for the same period. It updates the authorization number in the payment record and the units used in the service authorization.

Follow these steps to record a manual payment request.

1. From the Home screen, click Financial > Payment. The Process Payment Request screen appears.

2. Click Manual Payment Request in the link menu. The Manual Payment Request screen appears.

3. Enter the invoice number and date.

4. Click Link Resource to select the resource which needs Needs (formerly referred to as Concerns) are behaviors and risks displayed by the child or family. This should include the reasons for DCS involvement with the family/child. the manual payment.

5. Click Link Person to select the case member applicable to the manual payment.

6. Click Link Service Authorization to select the service authorization for the payment.

7. Under Service Information, complete the required fields as follows:  
   
   Service Category
   Service Type
   Service Description
   Responsible Fiscal Region
   Fiscal County
   Payment Type
   Authority Number
   Payment Start Date
   Payment End Date
   Units

8. Click Save. You are returned to the Manual Payment Request screen.