RecTrac 10.1 Reference Guide

Reference Guide RecTrac 10.1
10 Click OK. You will return to the Activity Registration screen.
11 Click Select to add this activity registration to the Current Transaction Listing Browser Box.
12 If this is a CYS Center class you will continue to the Enrollment Start Date screen. Enter the first day on which
this child will attend class.
If this is a Provider class you will continue to the Attendance Times screen. Enter the days and times that you
want this enrollee to be enrolled in Provider care.
13 Click OK.
14 Click Payment to process the registration(s) listed in the Current Transaction Listing Browser Box. You will
proceed to the AR (Activity) Payment Update screen.
15 In the New Amt (Amount) Paid field, enter the current amount begin paid by the household. Press F1 for fieldlevel
Help as needed. The family will be charged a pro-rated fee for the CYS registration until the end of the
current month. At that time CYS installment billing will begin for this CYS registration.
16 Click Print to continue to the Device Selection screen where you can elect to preview and/or print the resulting
receipt.
Transferring Multiple Projected Care Wait List Entries to the Excess
Demand Wait List
1 Go to Period End � CYS � CYS Projected Care W’List Trf.
2 Enter the need date for which you wish to transfer projected care wait list entries. Entries with a need date on or
before the selected Transfer date will be moved to the Excess Demand Wait List.
OR
Press the F9 key or right-click from within the field to select the appropriate date from the calendar.
3 Click OK. You will receive the following message: "Transfer all Projected Care Wait List Entries with a Need Date
on or before ___________ to the Excess Demand Wait List?"
4 Click Yes. You will receive the following message: "CYMS Projected Care Transfer for _________ complete."
5 Click OK.
Renewing a CYS Wait List Entry
Note: If you want to renew multiple wait list entries for the same date, follow the instructions listed
in the topic titled Initializing Renewal Dates on Wait List Entries.
1 Go to Daily � CYS � CYS Search for Care.
2 In the Lookup field, type all or part of the household’s last name and press the Enter key OR leave the field
blank and press the Enter key. You will proceed to the Household Listing screen.
3 Highlight the household of the family member that you wish to renew their waitlist.
Quick Tip: Type the first few letters of the last name for which you are searching to proceed to the household(s)
that start with those letters.
4 Click Select. You will continue to the Search for Care screen.
5 Click the HH Waitlist button at the bottom of the screen. You will continue to the Household Wait List Listing
screen.
6 Highlight the wait list entry that you wish to renew.
7 Click Renewal. You will receive the following message: "The Renewal Date Has Been Updated To ==> For: ."
8 Click OK.
9 Click Exit to return to the Search for Care screen.
10 Click Exit to return to the Main Menu.
6/9/2008 274 Vermont Systems, Inc.