You may see tickets where the user has paid either for annual fees or for an exam application and received a receipt for it, but their payments aren't reflected in their physician portal. In this case, the payment records need to be manually added. To do so, follow these steps:
1. Log into CardX (ask Kevin for access if you need an account)
2. Click on the Reporting tab
3. Click on "Custom Fields" in the drop-down
4. Enter in the physician ID of the user you are searching for payments for and click the Search icon
5. If there are multiple results, filter by date range until you see the one that's the best match
6. Click the ellipsis link under the Details column header and click "View sale details"
7. In BoardCert, go to the Invoices component for the physician and click "Record Payment" (NOTE: the button text may change in the future)
8. Enter in the payment information and select the applicable invoices and click Save. Note: for Total Amount enter annual fee amount, not including the surcharge.
(IMPORTANT FOR ANNUAL FEE PAYMENTS): When selecting the invoices, make sure that they are selected in order from earliest unpaid CC year until the total amount matches the payment amount. CC Annual Fees must be paid in order by the physician.
9. For annual fee payments, you will need to perform an additional step. Run the following SQL script for each annual fee payment:
insert MOC_Payment_History (Person_Key, Payment_Year, Fee_Payment, CreatedDate)
values ([PhysicianId], [AnnualFeeYear], [AnnualFeeAmount], [DatePaid])
10. Update their cc enrollment date to null so that the cc requirements hsoted service re-evaluates them inclusive of the annual fee updates you just made.
update ccenrollment
set lastevaluatiodate = NULL
where CCenrollmentid = {}