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Viewing Payments for Benefits Cases

An agent can review, but not change, the past and future benefit payments for a benefits case in the Payments view. The Payments view shows both the payments that agents manually create and the payments that are associated with benefits that another application determines.

This task is a step in Process of Managing Benefits for Cases.

To view the payments for a benefits case

1. Navigate to the Cases screen, then the Case List view.

   Alternatively, you can navigate to the Payments screen, then the Benefit Payments view.

2. Drill down on the Case Name field of the case for which you want to view the benefit payments.
3. Navigate to the Plans view, then the Payments view.

   The payments for the benefits case appear. For more information about the fields this view, see Manually Assigning Benefits to Cases.