Dynamics Finance: Apply Payment via Altai Portal Impersonate

Created by Kevin Schmidt - HCPro, Modified on Thu, 9 Oct at 3:18 AM by Kevin Schmidt - HCPro

All customers are highly encouraged to complete payment transactions via the online portal. Below is a high-level overview of the process by which you can impersonate a customer using an AHIMA ID to step through a specific web application to generate and apply payment to an invoice and transaction.

In order to proceed with the steps below it is imperative that the customer complete all application program and class information required in addition to file uploads in order to successfully produce an invoice.

All inquiries related to the process outlined below are to be directed to IT Helpdesk at support@ahima.org or https://support.ahima.org/support/home.

Applying Payment to an ACEP Application

1. Click to navigate to the ACEP Program View on the altai standalone portal: https://ahima-altaistandard.azurewebsites.net/index.html?#/webform/acep-contact-providers

2. Click Clear User (item no.1)

3. Enter the customers AHIMA ID in the indicated box (item no.2) and click Set sessionStorage.oid (item no.3)

By now you should see the customer's AHIMA ID in blue text next to the "sessionStorage.oid == " (item no.4)

The form may take up to 30 seconds to load.

4. Click to view the programs for the account (organization), on the next page you will see a full list of associated programs.

The program in question will be listed under the Programs in Process - Not Yet Submitted section. Once confirmed, click on the Next arrow to proceed.

5. Click through the application by clicking Next (bottom right corner) until you reach the shopping cart page.

6. Validate shopping cart items and total price with user, then click proceed to checkout.

7. On the checkout page, you will be asked to provide the customer's billing information which includes the following required fields:

First Name, Last Name (pre-populated)
Billing Address
Payment Type
Credit Card information

8. Once all required information has been entered, click Process Payment to complete the transaction (bottom right corner).

The following page will display payment confirmation where you can print to PDF a copy. A receipt of the transaction will be automatically sent to the customer at this time.

Validate Payment in Dynamics

You can look up the transaction in Dynamics by searching for the invoice number.

1. In Dynamics AHIMA-AMS app, navigate to the Finance Mgmt workplace area and go to the Invoices entity to view All Current Month Invoices

2. In the entity search box, paste the invoice number to search for and pull up the invoice. The Status Reason should read "Paid" which may take up to 2 minutes to reflect due to background business processes.