Gen 2

Settings

Gen 2

Settings

Claim Payment Classifications

With the Claim Payment Classifications setting, you can customize and manage the classifications available to associate with a claim payment. By default, Covered Loss, Covered Lodging, Covered Income, and Covered Fees appear under Claim Payment Classifications and therefore appear in the Payment Classification dropdown list of the Payment dialog box in a claim’s Accounting screen.

Add a payment classification

To add a claim payment classification:

  1. Navigate to Settings > Modules > Claims > Claim Payment Classifications.
  2. Select + Add another payment classification.
  3. In the Name box, type the name of the payment classification.
  4. If you want to prevent manual export for payments with this classification, select the Prevent Manual Export checkbox.
  5. Select Save.

Remove a payment classification

To remove a claim payment classification:

  1. Navigate to Settings > Modules > Claims > Claim Payment Classifications.
  2. Select the red X labeled Remove on the payment classification you want to remove.
  3. Select Save.

Prevent manual export

You can prevent manual export for claims payments with specific classifications. When payments with specific classifications are prevented from manual export, the payments won’t have a process checkbox in the Pending Payments table in Claims > Processing. BriteCore will automatically export these payments.

To prevent manual export:

  1. Navigate to Settings > Modules > Claims > Claim Payment Classifications.
  2. Select the Prevent Manual Export checkbox beneath the payment classification you want to prevent manual exports for.
  3. Select Save.

Prevent automatic vendor export

If you are using the third-party vendor SunGard to issue payments, you can choose to prevent BriteCore from automatically exporting the financial transactions to the vendor.

To prevent automatic vendor export:

  1. Navigate to Settings > Modules > Claims > Claim Payment Classifications.
  2. Select the Prevent Automatic Vendor Export checkbox beneath the payment classification you want to prevent automatic exports for.
  3. Select Save.

Additional topics