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How to Search for a Receipt - Check/EFT

You can search for a receipt from financial entities (providers, carriers, members, etc.). Receipts are returned checks, failed electronic fund transfers (EFTs) to providers, or checks received from financial entities through the mail or bank lockbox. Medical Services takes the appropriate action depending upon the kind of receipt, drug rebate, refund, TPL receipt, etc.

Optionally you can, add a receipt.

To search for a financial receipt

  1. On the Financial menu, point to Financial Receipt, and then click Receipts.

  2. On the Search Receipt - Check /EFT page, select the appropriate tab based on the information you have available.

  3. Complete the fields.

    Tip: To narrow your search, on the Payee/Payer tab, complete more than one field.

  4. Click Search.

    If no matches are found, a message is displayed with the option to click Reset to clear all fields and enter new search information. If too many matches are found, click Reset and search using additional options.

    If one match is found, it is displayed instead of the results table.

    If more than one match is found, a results table with matches is displayed. Click the up or down arrow next to a column heading to sort the table in ascending or descending sequence according to that column. Click a row to display that match.

 

See Also

Search Receipts - Check/EFT (FCN Tab) Page

Search Receipts - Check/EFT (Payee/Payer Tab) Page

Search Receipts - Check/EFT (Search Results) Page

What Is Financial Receipt?

About Financial

 

Version as of 5/16/14.

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