Search Overpayment/Accounts Receivable

WINDOWS OVERVIEW:

The Search Overpayment/Accounts Receivable window is used to search for either overpayment or accounts receivable. The search results display on either the List Overpayment/Accounts Receivable window, the Detail Accounts Receivable window, or the Detail Overpayments window.

Search for an overpayment or an account receivable by any one of the following:

• Overpayment/Account Receivable Number, or
• Master Case. (either Master Case Number or use the search arrow to search by Master Case name) or,
• Responsible Party (either by person or organization)

All Overpayments grouped into an Accounts Receivable are by the same program type, the same kind of error, and the same responsible party.

How Do I:

Collections

FIELD DESCRIPTIONS:

Search Type Group Box:

This group box is used to select the direction of the search, either to an Accounts Receivable or an Overpayment.

Accounts Receivable: Select this radio button to search for an Account Receivable.

Overpayment: Select this radio button to search for an Overpayment.

Overpayment Type Group Box:

This group box is used to select the type of overpayment related to the Accounts Receivable or the Overpayment for the search.

CI: Select this radio button to search for only Claim Item Overpayments or Accounts Receivable.

ED: Select this radio button to search for only Eligibility Determination overpayments or Accounts Receivable.

EXT: Select this radio button to search for only External overpayments or Accounts Receivable.

None: This radio button is the default if no other radio button is selected. This radio button selects a search for all overpayment types.

Overpayment/Accounts Receivable Number Group Box:

This group box is used to enter the overpayment number or the accounts receivable number.

Number: Enter the unique system assigned overpayment identification number or accounts receivable identification number. When searching by the ID number, only the Search Type of Overpayment or Accounts Receivable needs to be indicated. Other fields are not allowed using this search criteria.

OR

Overpayment/Accounts Receivable Name Group Box:

This group box is used to search by Master Case or responsible party.

Master Case:

This group box is used to search for the overpayment or the account receivable by Master Case.

Number: Enter the unique system assigned Master Case identification number.

Name: This field displays the first name, middle initial and last name of the Master Case name.

Select the search arrow to find the specific Master Case related to the overpayment or accounts receivable using the Search for Master Case window.

Responsible Party:

This group box is used to search for the name of the party responsible for repaying the overpayment(s).

Name: This field displays the name of the responsible party.

Select this search arrow to find the specific responsible party’s (either person or organization) overpayment or accounts receivable using the Person Search or Search Organization windows.

In order to limit the selection of Overpayments or Accounts Receivable returned, include the following in the search criteria:

Program: Open the drop down list and highlight the program that relates to the specific overpayment or accounts receivable.

Status: Open the drop down list and highlight the status of the overpayment/accounts receivable.

Error Type: Open the drop down list and highlight the type of error that caused the overpayment/accounts receivable

ACTION BUTTONS:

	Select the Search button to search for the overpayment/accounts receivable. If there are multiple matches, theList Overpayment/Accounts Receivable window appears. If there is an exact match, either the Detail Overpayment window or Detail Accounts Receivable window will open, depending on which search type was selected.
	Select the New button to add a new overpayment or accounts receivable. This will only be enabled to add when the following is selected - Search Type is Overpayment and the Overpayment Type is EXT (External) or Search Type is Accounts Receivable and Overpayment Type is ED (Eligibility Determination). The Master Case or Responsible Party must also be entered. The ED Overpayments are created in the Expert System.
	Select the Clear button to clear all search information. The window remains open to re-enter new search information.
	Select the Cancel button to cancel the search and return to the N-FOCUS Main Menu.
	Select the Help button to open window specific Help information.

NFO4141H

(02-2005)