You can edit the details of a bulk insurance payment as needed.
You can edit bulk insurance payments according to your security rights for the Ledger.
A change to a bulk insurance payment appears in the audit log.
To edit a bulk insurance payment
On the Home menu, under Insurance, click (or tap) Bulk Insurance Payments.
The Bulk Insurance Payments page opens.
On the Bulk Payments in Progress panel, select a bulk insurance payment.
The claims that the bulk insurance payment applies to appear.
Click (or tap) Edit Bulk Payment.
The Edit Bulk Insurance Payment dialog box appears.
On the Payment Information tab, change any of the following options as needed:
Carrier name - You cannot change the carrier.
Payment date - The date of the payment. According to your organization's policy, this date may be the date that the check was issued, deposited, or recorded; or in the case of an electronic funds transfer (EFT), this date may be the date that the funds were authorized, transferred, or recorded.
Amount - The payment amount.
Payment type - You cannot change the payment type.
Check # / Reference # - Depending on the selected payment type, the check number or the EFT reference number.
Bank/Branch # - For a check, your office's bank account number.
Click (or tap) Next, or select the Select Claims tab.
The Select Claims tab lists outstanding claims for the selected carrier.
Note: If you have already posted claim payments for this bulk insurance payment, the paid claims have green check mark symbols (instead of check boxes) to indicate that those claims have been paid.
On the Select Claims tab, select the check boxes of any additional claims that this payment applies to, and/or clear the check boxes of those that it does not apply to.
Click (or tap) Next, or select the Summary tab.
The Summary tab lists the selected claims.
Click (or tap) Save.