Other Payor Center
|
The Other Payor Center is a central place where you can view and manage all of your other payor (agency) information and reports, and perform other payor related tasks. Other payors are persons or organizations other than the family who are responsible for paying all or part of a child's charges.
|
|
Other Payor QuickBar
Other Payor List
The Other Payor List is a list of all of the other payors in your database. By default, the list also includes the other payor account balance. In large lists, Childcare Manager adds a precision scroll bar to help you locate a name quickly. You can also use mouse wheel scrolling if you have a mouse with this capability. You can filter the Other Payor List so that it displays only those Payors that meet a specific criteria. To narrow the size of your list, click the Filters icon in the List toolbar and check the desired filters. The Other Payor List can be filtered by family status, group, source, date of first contact, and account balance. You can find an other payor by entering the name in the Search by Name box . This feature uses an incremental (progressive) search. When you type in a 'W' the program takes you to the first name in the list beginning with a 'W'. When you add an 'e' after the 'W', the program takes you to the first name in the list beginning with 'We'. For more advanced searches you can click the Advanced Search icon.
 |
Other Payor Tasks
The Other Payor Tasks list provides a list of Other Payor related tasks that can be performed while you are in the Other Payor Center.
- Other Payor Notes is used to track notes specific to a specific Other Payor. You can also enter alerts that are automatically displayed on the alert date in Center Summaries.
- Other Payor Receivables journal is used to view a record of your other payor financial transactions and to add, edit, void and delete individual transactions. By default, when the Other Payor Center is open the Other Payor Receivables journal is displayed under the Other Payor QuickView.
|
Other Payor Reports
Other Payor Reports provides a list of other payor report categories. When you click a report category, a list of reports in that category replace the Other Payor List. To run a report, click the report and click Run on the Report Preview bar. If you double click the report, the Customize Report view will appear. Click Run Report to run the report or change the filter and or sort options.
Other Payor QuickView
The Other Payor QuickView provides pertinent information about the Other Payor. More detailed information is located in the Other Payor data card. Data cards are accessed by double clicking on the name in the list or the name in the QuickView, or by clicking the edit button on the QuickView tool bar.
The Other Payor Data card provides detailed information about the Other Payor displayed in the Other Payor QuickView. The information is organized into 2 tabs.
- The General tab is used to track name, address and other contact information for the Other Payor.
- The Custom field tab is used to track employee information Childcare Manager doesn't have a field for.
