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Payments Workflows - Coggle Diagram
Payments Workflows
Payments Screen
(Payments tool - screen 2)
Payments (header)
Account Banner
Account Name
Account #
Address Line 1
Banner Dropdown
Full Adress
Phone #s
Pt Flags
Dependents
Payments Ribbon
Payments component
Account Demographics component
(Edit or View Mode?)
Account Balance component
Dependents component
(similar to Siblings component)
(Open Chart)
Is this ribbon editable?
(protocol builder)
Buttons
Cancel
Save
Account Finder
(Payments tool - screen 1)
Display a Dependents stanza on the top right for the highlighted account.
would need a limit on how many can display. (maybe have an "and more..." on the last line when we are at the limit.
Dependents Column?
show preferred/first names only?
show preferred/full names?
column have max width
elide when mad width reached.
hide the stanza at the top right
Current Home Account
Current Billing Account
Post Personal Payments
Auto-link to oldest personal balance
(any excess is an open item payment/credit)
Manual link to any personal balance
(any excess is an open item payment/credit)
Menubar
Tools-->
Payments
or Post Payments
Post Adjustments
Post Refunds
Post Returned NSF Checks