The process of issuing a claim expense and a claim loss / indemnity payment is the same.
Open the Claim Tree View.
Highlight the correct claimant / feature combination.
Click Add Transaction in the Quick Links section.
The Transaction screen toolbar offers the following buttons:
Issue: Used to issue the transaction once all information has been selected / entered.
Cancel: Exits the transaction without saving it.
Memo: Opens a screen for entry of free form narrative where additional information about the transaction can be noted. If an entry exists, an"X" is placed on the button after the information is saved.
Enter the following on the Transaction screen:
Category: Select the payment category from the combo box. Choose Indemnity Payment or Expense Payment.
Type: Specify the particular payment type from the combo box.
Tracking: Choose the appropriate company defined transaction tracking selection; optional.
Net Paid: Total payment amount.
Transaction Remark: Enter any comments related to the payment. Entry in this field is required to process the payment transaction.
Payment Type:
Select Partial
to indicate the current payment is a part of the whole sum due or
a portion in a series of payments. Select Final
to indicate that the current payment contains the entire sum due or
that there are no future payments to be made.
For "Partial Payments Against Features
/ Coverages," if a user adds a partial payment to a feature / coverage
that causes the category reserve to go below the minimum reserve that
is established, the user will receive a warning message: "Feature
X - This transaction will cause the minimum [transaction category] reserve
to be used." (Where "X" is the feature number.)
Enclosures: Select to indicate that a form or document is to accompany the payment. When selected, the word Enclosures is printed on the check stub.
Manual Check: Select to indicate that the payment was manually issued. This selection activates the corresponding Check Date, Check # and Check Type fields for entry.
Benefit Period: Select the adjacent check box to access the benefit from and to date fields. Enter the appropriate benefit period dates in MM/DD/YYYY format.
Because this transaction is a payment, a Payee / Mail-To must be designated. At the bottom of the screen, a payee / mail to is required for submitting the transaction.
Depending on your company's implementation, you may or may not have payees / mail to's listed in this section. (Note: These are defined by system settings in Diamond System Editor under the Claims / Transactions / Payee folder.)
The Payee Info section contains three (3) buttons:
Add: Select to add a payee / mail to.
Edit: Highlight an existing payee / mail to and click Edit to change any information.
Delete: Highlight an existing payee / mail to and click Delete to remove an existing payee / mail to.
You are also required to have a "Pay to the Order Of" on a transaction. Use the down arrow and choose one of the options:
Add All Payees: Select to add all payees listed in the Payee / Mail To section of the screen. These are then shown in the list view.
Build: Select to return the Build Pay to the Order Of screen. You may then selectively add one (1) or all payees as those being paid on the transaction by highlighting an individual in the top of the screen an clicking Add Payee. Repeat for each person you want as a "Pay to the Order Of." When finished, click Build Pay to the Order Of to place the individuals in the bottom of the screen.
View: Only after you have added a "Pay to the Order Of," click View to show who the transaction is being paid to. It returns a Pay to the Order Of screen with the name or the names that will be listed on the transaction.