Printer Friendly PDFUsing the New Electronic Claims Payment Allocation Features
How to Select Claims to Link to Payment Checks and Disburse Payments to Client Accounts
Navigate to the Manage Electronic Claims, Payment Allocation tab.
To add a claim check, click on "Add Check" in the Claim Check Management area. It does not matter whether you have selected a batch, nor does it matter what batch you have selected. Claim Checks now exist independently of the batches.
Enter the check number and amount, then click "Add Link" to link it to claims.
In the row for the new check, enter the check number and the amount. Then, click on "Add Link" to link it to any available accepted claim. (Note in this example that the claims for Robin Hood are within Batch 1, however all accepted unpaid claims from all open batches will be available for linking, regardless of which batch they are in.)
In the Claim Linking window, click "Link" to link the check to the appropriate claims.
Click "Link" in the Claim Linking pop-up window to link the current check to the appropriate claims. All accepted claims that have not been marked as Paid or Dismissed will be available for linking. You can link a check to claims frm different batches since the available claims from all open batches will all appear in the list. Upon linking, the Received amount will automatically be set to the Expected amount (or the amount remaining in the check, whichever is less). You can edit the Received amount as necessary. All the claims linked to the current check will be highlighted in purple.
You can disburse the payment to the client account(s).
Once you have linked claims to a check, when you view the claims within their batch, their Claim # will be highlighted in white and a tooltip will appear when you hover over the Claim # to display which check it has been linked to. You can disburse this payment to the respective client account(s) by clicking on the "Disburse Payments to Client Accounts" button. All payments linked to checks will then be entered as payment transactions in the respective client's insurance account(s).
The payment has been entered in the client's insurance account.
The payment for the claims has been entered as a payment transaction in the client's insurance account. The charges for which the payment applies (i.e. the transactions that were in the linked claims) are shown in green when the payment is the selected transaction (highlighted in white).
A disbursed check becomes marked as "Closed."
Once the full amount of a check has been disbursed, it becomes marked as "Closed" and will only be visible in the list when "Show All" is selected in the Show Checks setting. You can view (but not edit) the claims linked to that check by clicking on the "View Links" button. If all claims within a batch have been paid (or manually dismissed), then the batch will be marked as "Closed."