Processing

The Processing screen of the Claims module is where you can view and manage pending emails and pending payments. Emails created in the claim header and payments created in the Accounting screen will populate in the Processing screen unless settings are enabled to prevent manual export. In that case, BriteCore will automatically process and export the emails and payments. To process the pending emails and pending payments, select Processing from the Claims menu.

Figure 1: View of the Processing screen.

 

Figure 2: View of the Processing screen after all pending emails and pending payments have been selected.

Processing screen fields

  1. Pending Emails table – The Pending Emails table displays the list of emails that have been generated, but not yet processed.
  2. Date column – The Date column in the Pending Emails table displays the date each email was created. Selecting Date will sort the Pending Emails table by the Date column in ascending (earliest date to latest date) or descending (latest date to earliest date) order.
  3. File column – The File column in the Pending Emails table displays the title of the file attached to the email. Selecting File will sort the Pending Emails table by the File column in ascending (ascending lexicographical order) or descending (descending lexicographical order) order.
  4. Red X – The red X under the Actions column of the Pending Emails table allows you to remove the pending email.
  5. Magnifying glass icon – The magnifying glass icon under the Actions column of the Pending Emails table allows you to view the file attached to the pending email.
  6. Checkbox – The checkbox under the Actions column allows you to select the emails you want to process.
  7. Select All Pending Emails – The Select All Pending Emails checkbox gives you the opportunity to select all pending emails by checking the Select All Pending Emails checkbox.
  8. Process Selected Pending Emails – The Process Selected Pending Emails button processes all selected pending emails.
  9. Pending Payments table – The Pending Payments table displays the list of payments created, but not yet processed.
  10. Date column – The Date column in the Pending Payments table displays the date each payment was created. Selecting Date will sort the Pending Payments table by the Date column in ascending or descending order.
  11. Claim column – The Claim column in the Pending Payments table displays the claim numbers attached to the claims that payments have been created for. Selecting Claim will sort the Pending Payments table by the Claim column in ascending or descending lexicographical order.
  12. Amount column – The Amount column in the Pending Payments table displays the amount of the pending payment. Selecting Amount will sort the Pending Payments table by the Amount column in ascending or descending numerical order.
  13. Payee column – The Payee column in the Pending Payments table displays the payee name of the pending payment. Selecting Payee will sort the Pending Payments table by the Payee column in ascending or descending alphabetical order.
  14. Classification column – The Classification column in the Pending Payments table displays the classification of the pending payment. Selecting Classification will sort the Pending Payments table by the Classification column in ascending or descending alphabetical order.
  15. Red X – The red X under the Actions column of the Pending Payments table allows you to remove the pending payment.
  16. Checkbox – The checkbox under the Actions column of the Pending Payments table allows you to select the pending payments you want to process.
  17. Select All Pending Payments – The Select All Pending Payments checkbox gives you the opportunity to select all pending emails by checking the Select All Pending Payments checkbox.
  18. Process Selected Pending Payments – The Process Selected Pending Payments button process all selected pending payments.
  19. Deselect All Pending Emails – The Deselect All Pending Emails checkbox allows you to remove all selected checkboxes in the Pending Emails table.
  20. Deselect All Pending Payments – The Deselect All Pending Payments checkbox allows you to remove all selected checkboxes in the Pending Payments table.

Processing screen actions

Within the Processing screen, you can: