Note: To access and process manual claim checks, you must have authority.
Prior to posting a manual check in the Claims System, check with your supervisor to determine if a pay to / mail-to and a pay to the order of is required on all of your manual checks.
To post a manual check in Claims:
From the Claim Tree View screen, select the Claimant / Feature / Transaction combination the manual check is being written for.
Click Add Transaction.
When the New Transaction screen displays:
Category: Select the category from the combo box.
Type: Choose the type of manual check being written from the combo box.
Tracking: Choose the Tracking type from the combo box.
Net Paid: Enter the dollar amount of the check.
Transaction Remark: Enter a brief description of the check transaction being written.
Payment Type: Select from the combo box.
Payment Form: Defaults to check.
Manual Check: Click in the Manual Check field. This places a check mark in the box, indicating this is a manual check.
Check Date: Enter the date the check was issued, if different.
Check Number: Enter the check number assigned.
Check Author: Name of person issuing the check.
Check Type: Choose one from the combo box.
Next, assign the Payee / Mail-to information. Depending on the type of transaction, the Payee / Mail To defaults to the claimant.
Click Add All. The payee displays in the Pay To the Order of section of the screen. You are now ready to issue the manual check.
Click Issue. Answer Yes to the question: "Issue transaction?" The Transaction screen returns, and the Printed / Exported field contains a check mark and corresponding date the check is issued.
The status of the check is "8" (Printed). It is also flagged as a "1" in Checks.dbo, indicating it is a manual check as opposed to an automatic check which contains a "0."