How to Edit a Claim Receivable

A claim receivable is an accounts receivable type that is created by ND MMIS during claims payment and reporting. It is created when the total payment amount for the payee is negative.

When the claim receivable is created, the recoupment is set to 100 percent for every claim payment cycle. You can update the recoupment percent and payment schedule.

Optionally, you can:

• Add an accounts receivable.
• Adjust the receivable.
• Reverse the receivable, if no payments have been applied to the receivable.
• Transfer the receivable from one entity to another.
• Write-off the receivable.
• Reestablish a receivable that has been written off.
• View or add notes. To view or add notes for this record, on the action bar, click Notes.
• View audit details. To retrieve audit information, close any open panels and, on the action bar, click Audit Log. To view the details for a particular record, click Audit.
• Attach a document. To attach a document for this record, on the action bar, click Attachment.
• View documents. To view documents for this record, on the action bar, click View Documents.
• Reset your entries. To clear the fields and remain on the page or panel, click Reset.
• Cancel your entries. To close the page or panel without saving your changes, click Cancel.

To edit a claim receivable

1. On the Financial menu, click Accounts Receivable.
2. Search for the claim receivable.
3. On the Claim Receivable page, in the Claim Receivable panel, complete the fields.

4. In the Recoupment panel, complete the fields.

   Note: To set the recoupment fields to the defaults established in Financial Accounting Entity, click Use Default Recoupment.

5. Optionally, in the Originating Claims panel, review the information.

6. To add or edit a payment schedule when the Recoupment Type is Scheduled Payments, in the Payment Schedule panel, complete the fields.

   1. Do one of the following:

      • To add, click Add Payment Schedule.
      • To edit, in the table, click the appropriate row.
   2. In the Payment Schedule panel, complete the fields.
   3. To store the information in the table, on the Payment Schedule action bar, click Save.
7. Optionally, in the History panel, review the information.
8. On the Claim Receivable action bar, and click Save.

See Also

Claim Receivable Page

About Claim Receivables

What Is Accounts Receivable?

About Financial

Version as of 5/16/14.