Finance Claims Maintenance

Use this process to post and unpost payments made on claims.

Process Steps:

The Finance Claims Maintenance page displays.

In the Claim Information section:
- Select the Claim Status from the dropdown menu.

Claim Status is enabled only when the Recovered Amount is 0 (all payments have been reversed) and the current date is after the 5th of the month the claim was established. This field is inactive if the current date is prior to the 5th of the month after the claim was established.

In the Payment Information section:

- Select the Payment Method dropdown menu (required).
- Enter the Payment Amount (required).
- Enter the Payer First Name (required if Vendor Name / Vendor ID left blank).
- Enter the Payer Last Name (required if Vendor Name / Vendor ID left blank).
- Enter the Vendor Name (required if Payer First and Payer Last Name left blank).
- Enter the Vendor ID (required if Payer First Name and Payer Last Name left blank).
- Enter the Receipt Number.
- Enter the Check / Money Order Number (enabled and required when the collection method is Check or Money Order).
- Enter the Date Received (required).
- Enter the Reversal Reason.
- Select the Post / Unpost dropdown menu (enabled only when edit icon is clicked for a payment record and “Reverse” is not selected as “Yes”).
- Click Save + Add / Update.

To post or unpost a payment, click the edit icon (pencil) next to a payment record.

Click Previous to return to the Post / Unpost Claim Payments Summary page.

Results of the Procedure:

Search results are displayed.

Updated 04/25/2016