Recording Payment against Submitted Claims

All Awaiting Payment claims will be displayed on the Submitted Claims screen, where you can mark them as reconciled once the funder has made payment To access this screen, go to the Administration menu, select Claims then select Submitted Claims from the sub-menu

In the screen that opens, you can use the search facility to search for the claims you require via one or a combination of the following filters:
1. Provider
2. Funder (you must select a funder before you can record any payments)
3. Type
4. Date Range
5. Reference Number (i.e. of the claim)
6. Patient Invoice
7. Unpaid (mark the Unpaid checkbox)
8. Recently Received claims (mark the Recently Received checkbox)
9. NHI
10. Case Number (i.e. if there is a referral case)
11. Service Date

Once you’re happy, click Search and the relevant claims will be returned below:

2. Each claim will have a reference number, while under Amount you can see the claim amount and under Balance you can see the amount still owed

3. To record payments against these claims, click Add Payment:

4. The Receive Payment window will open:

5. If you wish to record full payment against all the claims on this screen, type the overall amount (displayed on the right as Balance Amount) into the Amount field and mark the checkbox next to each outstanding invoice:

a. If you wish to mark payment against only some of the invoices, type the amount into the Amount field and mark the invoices in question

6. Select the appropriate payment option, e.g. Direct Debit/AP

a. If you select Direct Debit/AP option new fields will open, enabling you to record the relevant details:

7. In the Income Provider field the default option is auto-allocate but you can change this if required

8. Once you’re satisfied, click Save