Import CA Regional Center Payments
The Billing feature has the option to import payment files exported from the DDS eBilling Portal in CSV format. In order for the system to properly parse the information in the payment file, be sure to save the file from Excel as a CSV file.
Before importing a payment file, generate invoices in Invoice Wizard. In Step 2 - Review Invoices always generate separate invoices by Vendor ID and Client. Be sure to click Regroup when changing invoice generation options.
To upload Regional Center payments, open the Add Payment page.
When a payer type of Regional Center is selected the Import RC Payment icon is enabled. Enter the Payer Name and click on Import RC Payment.
Select the CSV payment file to be imported.
The Reference # amount from the import file is updated on the Add Payment page and the Regional Center invoice number(s) are automatically added as a note. Click Save to save the payment and begin the process of applying payments.
After all payments have been applied the Payment Summary is updated and the transaction history are updated. Optionally, the generated invoice number can be updated to reference the Regional Center-s assigned invoice number. Contact codemetro.support@ensorahealth.com to enable this option.