Pay Instructions

The Pay Instructions zone allows you to search for a pay instruction using various search criteria. This zone contains the following sections:

  • Search Criteria - The Search Criteria section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Account ID Used to search pay instructions for a particular payee account.
    Note: The Search (The Search Icon) icon appears corresponding to the Account ID field. On clicking the Search icon, the Account Search screen appears.
    		 No
    Policy Number Used to search pay instructions with a particular policy number. No
    Member Identifier Type Used to search pay instructions with a particular member identifier type. No
    Member Identifier Used to search pay instructions with a particular member identifier. No
    Coverage Start Date Used to search pay instructions which are created from a particular date. No
    Coverage End Date Used to search pay instructions which are created till a particular date. No
    Amount From Used to search pay instructions with a particular minimum amount. No
    Amount To Used to search pay instructions with a particular minimum amount. No
    Status Used to search pay instructions with a particular status. The valid values are:

    • Canceled

    • Complete

    • Derivation Pending Processing

    • Error

    • Open

    • Pending

    • Reconciliation Pending Processing

    		 No

  • Search Results - On clicking the Search button, the search results appear based on the specified search criteria. The Search Results section contains the following columns:

Column Name Column Description
Account Identifier Type Displays the account identifier type of the member.
Account Identifier Displays the value for the account identifier type.
Account ID Displays the account ID of the member.
Note: It has a link. On clicking the link, the Account screen appears with the details of the respective account.
Policy Number Displays the policy number of the member.
Plan Number Displays the plan number of the member.
Member Identifier Type Displays the member identifier type of the member.
Member Identifier Displays the member identifier of the member.
Member Name Displays the member name of the member.
Coverage Start Date Displays the date of the policy from where the coverage starts.
Coverage End Date Displays the coverage end date of the policy till where the coverage ends.
Amount Displays the amount that has to be paid to the member.
Open Amount Displays the amount which has not been paid to the member and is still in the open state.
Status Displays the status of the pay instruction. The valid values are:

  • Canceled

  • Complete

  • Derivation Pending Processing

  • Error

  • Open

  • Pending

  • Reconciliation Pending Processing
Pay Instruction ID Displays the pay instruction ID.
Note: Pagination is used to display limited number of records in this zone. You can use the navigation buttons, such as Previous and Next to navigate between pages.

On clicking the View (The View Icon) icon corresponding to an Account Identifier Type column, the Pay Instruction screen appears with the details of the respective pay instruction record.

You can filter the list using various search criteria (such as, Account ID, Policy Number, Member Identifier Type, Member Identifier, Coverage Start Date, Coverage End Date, Amount From, Amount To, and Status) available in the Filter area. By default, the Filter area is hidden. You can view the Filter area by clicking the Filters (The Filters Icon) icon in the upper right corner of this zone.

Related Topics

For more information on... See...
How to search for a pay instruction Searching for a Pay Instruction
How to view the details of a pay instruction Viewing the Pay Instruction Details