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SPD Client Pay-In Cookbook

  Click Here For Printable Version

A. How the Pay In System Works

  1. Getting Started
  2. How to sign In
  3. Help Keys
  4. Screen Messages
  5. Monthly Billing Information

B. Main Menu (SFMU)

  1. SMFU Main Menu Screen
  2. How To Use
  3. Error Messages

C. Yearly Accounts Screen (YACT)

  1. Yearly Account Screen (YACT)
  2. Function Keys
  3. Adding a New YACT screen
  4. Adding a New Client
  5. Reopen a Yearly Account
  6. Closing an Account With a Zero Balance
  7. Closing an Account With a Balance
  8. Refunds
  9. YACT Error Messages

D. Liability Screen (LIAB)

  1. Liability Screen (LIAB)
  2. Function Keys
  3. Changes to the Liability Screen
  4. LIAB Error Messages

E. Monthly Account Screen (MACT)

  1. Monthly Account Screen (MACT)
  2. Function Keys
  3. Check Monthly Billing or Payment
  4. Inquiry on a Receipt from the MACT
  5. Outstanding Pay-In Report
  6. Examples of Outstanding Clients Report
  7. MACT Error Messages

F. Adjustments Screen (ADJB)

  1. Adjustments Screen (ADJB)
  2. Function Keys
  3. Adjustments to Pay-In Accounts
  4. ADJB Error Messages

G. Refund Detail Screen (RFND)

  1. Refund Detail Screen (RFND)
  2. Function Keys
  3. Reasons a client would receive a refund
  4. To access RFND through MACT
  5. To access RFND through PMNT
  6. To access RFND through NOTC
  7. RFND Error Messages

H. Service Payment Inquiry Screen (SERV)

  1. Service Payment Inquiry Screen (SERV)
  2. Function Keys
  3. Display Views
  4. Viewing a Housekeeping Voucher
  5. SERV Error Messages

I. Detail Monthly Account Screen (DMAC)

  1. Detail Monthly Account Screen (DMAC)
  2. Function Keys
  3. Viewing DMAC from MACT
  4. Viewing DMAC from SERV
  5. DMAC Error Messages

J. Receipt Screen (RCPT)

  1. Receipt Screen (RCPT)
  2. Function Keys
  3. Inquiry on a Receipt
  4. Adding a Receipt
  5. Voiding an existing Receipt Record
  6. Receipts and Deposits
  7. NSF Checks
  8. DHS29 General Receipt (Replacing AFS29)
  9. Canada Checks
  10. Elderplace Clients
  11. Receipting Monies Chart
  12. Commonly Used Receipting Codes Chart
  13. Receipting Code Matrix
  14. RCPT Error Messages

K.Deposit Screen (DPST)

  1. Deposit Screen (DPST)
  2. Function Keys
  3. To Enter Deposits
  4. To Reconcile Out-Of-Balance Batch
  5. Filling out the Deposit Slip
  6. Things To Do
  7. Things NOT To Do
  8. Endorsements
  9. Important Points
  10. DPST Error Messages

L. Notice Screen (NOTC)

  1. Notice Screen (NOTC)
  2. Function Keys
  3. To access the NOTC screen and view notices
  4. System Generated Notices
  5. NOTC Error Messages

M. Payment Screen (PMNT)

  1. Payment Screen (PMNT)
  2. Function Keys
  3. Accessing The Payment Screen Through Main Menu and Selecting a Receipt
  4. Accessing The Payment Screen Through RCPT
  5. Accessing The Payment Screen Through MACT
  6. PMNT Error Messages

 

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Oregon Department of Human Services
500 Summer St. NE E25, Salem, OR 97301-1098
Phone: (503) 945-5944
Fax: (503) 378-2897
TTY: (503) 947-5330