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 for pay instructions which are created for a particular payee account. Note: The Search () icon appears corresponding to the Account ID field. On clicking the Search icon, the Account Search window appears.	No
  Policy Number	Used to search for pay instructions that are linked to a particular policy. Note: This field appears only when you have selected the Group option from the Reconciliation Type list while defining a reconciliation type.	No
  Health Plan	Used to search for pay instructions that are linked to a particular health plan. Note: The Search () icon appears corresponding to the Health Plan field. On clicking the Search icon, the Health Plan Search window appears. This field appears only when you have selected the Individual option from the Reconciliation Type list while defining a reconciliation type.	No
  Subscriber Identifier Type	Used to search for pay instructions with a particular member identifier type. Note: The list includes only those member identifier types which are already defined in the system.	No
  Subscriber Identifier	Used to search for pay instructions with a particular member identifier.	No
  Coverage Start Date	Used to search for pay instructions which are created on or after the specified date. Note: You can either manually specify the date or select it using the Date Picker () icon corresponding to the field.	No
  Coverage End Date	Used to search pay instructions which are created on or before the specified date. Note: You can either manually specify the date or select it using the Date Picker () icon corresponding to the field.	No
  Amount From	Used to search for pay instructions with a particular lower limit of the pay instruction amount.	No
  Amount To	Used to search for pay instructions with a particular higher limit of the pay instruction 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
  Payment Type	Used to specify the exchange type through which the payment is recieved. Note: This field appears only when you have selected the Individual option from the Reconciliation Type list while defining a reconciliation type.	No

  Note: You must specify at least one search criterion while searching for a pay instruction.

• 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:

On clicking the View () 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, Health Plan or Policy Number, Subscriber Identifier Type, Subscriber 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 () icon in the upper right corner of this zone.

Related Topics