Transcription of Representative Payee Manager User Guide - …
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Representative Payee Manager User Guide - …
Representative Payee Manager User Guide Version Copyright 1997-2022 Complete Computer Solutions, Inc. i Table of Contents Contents .. 1 System Navigation .. 2 Ribbon Menu .. 5 Logon to the System .. 8 Getting Started .. 9 Checking Account Types .. 9 Entering Clients and Initial Balances .. 9 Dashboard .. 10 Clients .. 11 Basic Tab .. 11 Personal Tab .. 14 Schedule Payments Tab .. 16 Payment Methods .. 19 Transaction Frequency .. 19 Schedule Deposits Tab .. 20 Schedule Transfers Tab .. 22 View Transactions Tab .. 23 Housing and Income Tab .. 24 Impairments Tab .. 25 Events Tab .. 26 Case Notes Tab .. 27 Notes Tab .. 28 Contacts Tab .. 29 Photo Tab .. 30 Documents Tab .. 31 Test Scores Tab .. 32 Custom Tab.
1 Contents Introduction The Representative Payee System is an easy and comprehensive approach to automating much of the work associated with representative payee services.
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