Where to adjust payment information

All payment adjustments are made in the Claim Ledger of the specific claim.

• Open the relevant claim from your Open Claims list.
• Scroll to locate the Claim Ledger section.
• Use the Payments tab to add or edit carrier payments (amounts, dates, and other payment details).

Use the Disbursements tab and the disbursement worksheet to adjust how those payments are distributed to the client, your company fee, and expenses.

Adjusting an existing payment

If a payment was entered incorrectly, or you received a partial payment from the carrier, you can correct it directly in the ledger.

• In the Claim Ledger, open the Payments tab and edit the payment entry (amount, date, description) as needed.
• Go to the Disbursements tab and open the disbursement worksheet.
• Confirm the fee percentage and recalculate the amounts for client, company fee, and expenses based on the updated payment.
• Save the worksheet to update the payment distribution and maintain accurate balances for the claim and statements

You can view all payment and disbursement activity for a claim and generate statements when needed.

• In the Claim Ledger, click Account Statement to generate a statement that includes carrier payments, expenses, payments to the client, and company fee itemization.
• Use Doc Builder from within the claim to generate a PDF that includes payment history, expenses, and disbursements, along with other claim information.

Best practices

• Always double-check payment amounts and fee calculations before saving changes in the disbursement worksheet.
• Document unusual payment scenarios or fee adjustments with clear notes for future reference and audits.
• Handle generated statements and PDFs containing financial data securely and in accordance with your company’s confidentiality policies.