The system generates payment automatically from an approved service authorization or via manual payment. If any adjustments or changes are made to these records, they are flagged automatically for review with an R . If an approved service authorization is created in error, then the payment is flagged automatically as invalid with a I . These notifications will remain on the payments until the process is completed to identify invalid payments. To view payments marked for review or as invalid, see help topic View Payments Marked for Review or as Invalid
Identify invalid payments as follows:
Click the Financial tab at the top of the screen.
Click the Payment tab.
Click the Payment Requests Search link in the navigation bar on the left. The Payment Requests Search Criteria screen appears.
Enter the search criteria for the payments you want to view. If you are searching by person or provider; click the Provider Search Criteria, or Person Search Criteria link. Locate and select the record you want to use in the search criteria.
Click Search. The records that match your criteria appear in the Payment Requests Search Results table.
Any records that have been changed, or created in error will appear with either an R or an I.
Let your cursor hover over the indicators to display the specific changes made to the record that created this notification.
At the bottom of the screen, select Option drop down and Identify Invalid Payments.
Click Go. If payments exist for review, the Review Valid Payments screen appears.
Click Next Step. In the Resolve All Payment Request Actions drop down you can either Invalidate or Keep Review if additional analysis is needed.
Click Next Step. The third and final step appears in the identify invalid payment process appears. The records can be exported to Excel.
Click Save or Cancel.