Review and Marking Payments Invalid

The system will flag payments with an "R", (Review) when a change, or changes are made to a record where a payment has been made. Once the review of the payment is completed, and the payment is marked with an "I", (Invalid); the system will adjust the payment accordingly. A new payment can be created using the Manual Payment process.

The ability to identify and mark payments invalid is available through Payment Requests Search link, Payment Requests Roster link and the Payment Search link. These are found in the navigation bar on the left within the payment tab.  

Reviewing and marking payments invalid is done as follows:

  1. Click the Financial tab at the top of the screen.

  2. Click the Payment tab.

  3. Click the Payment Requests Search link in the navigation bar on the left. The Payment Requests Search Criteria screen appears.

  4. Enter Claim Begin Date and Claim End Date. Various other fields are available to narrow your search criteria.

  5. Click Search. The records that match your criteria appear in the search results table.

  6. In the Options field; select Identify Invalid Payments. Click Go. If there are invalid payments within your search criteria, the Review Valid Payments screen appears.

STEP ONE   

  1. All Valid Payments and the total of those payments appear. Click Next Step.

STEP TWO

  1. The Review Invalid Payments step appears. An Invalid Reason appears under each.  

  2. In the Action field, the system defaults all these payments as Invalid. Each payment also provides the option to choose a Keep Review action.

  3. In the Resolve All Payment Request Actions field at the top of the list of invalid payments; you are provided the option to mark all payments invalid by selecting Invalidate. Click Next Step.

STEP THREE

  1. The Invalid Payment Action Confirmation screen appears. The Results table shows the total of all payments reviewed; all identified as either valid and invalid.

  2. Click Export to Excel to maintain a record of the payments and actions performed for the payments within this particular search criteria.

  3. Click Save. A warning appears that a reverse of those invalid payments will be performed within the system.

  4. Click OK. You are returned to the Payment History Search Criteria screen.