Update payment request units and dates

You can change the units and dates of a payment request in a roster. For example, 10 counseling sessions may be approved in a service authorization but the child used only 6 sessions. You would change the units so that the provider is paid for 6 sessions instead of 10.

Follow these steps to update payment request units and dates.

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

2. Click Payment/Billing Requests Roster in the link menu. The Payment Requests Roster Search screen appears.

3. Select the Non-approved rosters or Approved rosters option to select the type of rosters you want to update.  

4. Complete the Worker and Roster Name fields to select the roster you want to view.

5. Click Search. The roster appears in the search results grid.

6. Click Update Payments & Units. The Payment Roster Units screen appears.

7. Enter the correct units in the Payable Units column.

8. Enter the correct the correct dates in the Pay Begin/End column.  

9. Click Save. You are returned to the Payment Requests Roster Search screen.