Claim Payee Phrase Setup

Note: Users must have authority to add, edit and delete claim payee phrases (Claim Payee group).

 

The Claim Payee Phrase Setup function allows you to establish phrases used in the Build Pay to the Order Of screen in the Claims System, such as: individually as husband and wife, as administrator of the estate, etc.

Add a Claim Payee Phrase

To access the Claim Payee / Claim Payee Phrase Setup screen:

 

 

To add a claim payee phrase:

 

  1. Click Add from the Claim Payee Phrase Setup screen.

  2. When the Add Payee Phrase Setup screen displays, enter the phrase you would like to appear as an option on the Build Pay to the Order of screen.

  3. The Enabled field defaults with a check mark, indicating this phrase is an "Active" phrase and can be used. To make the phrase "Inactive," select the field and remove the check mark.

  4. Click Save. The Claim Payee Phrase Setup screen returns with the phrase added to the list view.

Edit a Claim Payee Phrase

To edit a claim payee phrase:

 

  1. Highlight the phrase you want to edit in the list view and click Edit from the Claim Payee Phrase Setup screen.

  2. When the Add Payee Phrase Setup screen displays, make any changes to the phrase.

  3. Click Save. Answer Yes to the question: "Do you wish to save the changes to this phrase?"

  4. The Claim Payee Phrase Setup screen returns with the edited phrase displayed on the list view.

Delete a Claim Payee Phrase

To delete (disable) a claim payee phrase:

 

  1. Highlight the phrase you want to delete / disable in the list view and click Delete on the Claim Payee Phrase Setup screen.

  2. Answer Yes to the question: "Do you wish to disable this phrase?"

  3. The Claim Payee Phrase Setup screen returns with the phrase removed on the list view.

Options on the Claim Payee Phrase Setup Screen

At the bottom of the Claim Payee Phrase Setup screen, there are three (3) radio buttons: