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Creating a Recovery Payment Record (End User)

A subrogation or SIU specialist uses the Financials, then the Recoveries view to create a record of invoices related to recoveries from third parties. This view is used to capture recoveries payment as well as to keep track of invoices that you send to third parties to collect the money. It is similar to the Claims screen, then the Invoices view but has a filter to show only invoices and payments related to the SIU and subrogation unit.

This task is a step in Process of Managing Claims.

To create recovery payment records

1. Navigate to the Claims screen.
2. In the Claims list, drill down on a claim.
3. Click the Financials, then the Recoveries view tab.
4. In the Invoices list, add records, and complete the necessary fields.