Generating Financial Account Statements in ClaimWizard

Objective

The objective of this SOP is to guide users on how to generate financial account statements within Claim Wizard for claims that involve payments, disbursements, and expenses.

Key Steps

1. Navigate to the specific claim with financial transactions.

2. Scroll down to the bottom to find the "Claim Ledger" section.

3. Click on the "Account Statement" button.

4. Select the information to include in the account statement, such as payments issued by the carrier, expenses, payments to the client, and company fee itemization.

5. Choose to display client responsibility, company fee, company disbursement dates, and summary boxes.

6. Preview the account statement to review the information.

7. Download or print the account statement as needed.

Cautionary Notes

• Ensure that all financial information is accurately entered before generating the account statement.

• Double-check the details in the preview before downloading or printing the statement.

• Be cautious with sensitive financial data and handle the account statement securely.

Tips for Efficiency

• Customize the account statement to include only relevant information to the client.

• Save time by setting default options for account statements based on common preferences.

• Regularly update and reconcile financial data in Claim Wizard to ensure accurate account statements.