Search Payment

WINDOW OVERVIEW:

The Search Payment window is used to search for either client or provider payments. Search by any one of the following:

  • Warrant Number
  • Master Case Number (program is optional). This is valid only when searching for a “grant” payment. It will not work in conjunction with a search for a “claim” payment.
  • Claim Number or to narrow the search, add both of the following.
  • Item line number, and
  • Version Number
  • Issued date and status
  • Issued month, year and status
  • “Issued” status (see note below) or
  • Any other status (by status only)

Note: Searches on the status “Issued” require either a Master Case number or a Claim number. Add a program to narrow the search for grant payments by a status (other than Issued). When searching for grant payments in the status of issued, a month and year can be included to narrow the search to only payments issued in a particular month.

How Do I:

Search for Payments to Clients

Search for Payments to Providers

FIELD DESCRIPTIONS:

Warrant Group Box:

This group box is used to search for a specific payment by the unique warrant identification number.

Number:  Enter the unique warrant identification number for the search.

 Select this button to go to the Search Payments for Owner Organization window.

OR

Warrant Group Box:

This group box searches for all payments indicated in the search criteria.

Master Case:

Number: Enter the unique Master Case number.

Name: The client’s name will be displayed in this field.

 Select the arrow when the Master Case number is unknown.  The Search for Master Case window opens where you can do a search by the client’s name or Social Security Number.

Program:

This section allows selection of a program to include in the payment search.

Name:  Highlight the name of the appropriate program form those in the drop down list.

OR

Claim:

This section allows selection of a specific claim or claims related to the payment search.

Number:  Enter the unique claim identification number.

Item Line Number:  Enter the item line number, if known (optional field)

Version Number:  Enter the version number, if known. A version number other than one (1) means an adjustment to the original claim item (optional field).

 Select the arrow to go to the Search Claim window and search for a specific claim.

Issued Group Box:

This section is used to search for the payment by issued dates or benefit month and year, if they are grant payments.

Select the status (optional field) to narrow the search. Use this drop down list in conjunction with a Master Case Number.

Begin:  Enter the first issue date in the search.

End:  Enter the last issue date in the search.

OR

Month:  Highlight the appropriate benefit month from those in the drop down list.

Year:  Highlight the appropriate benefit year from those in the drop down list.

Status:  Highlight the appropriate status from those in the drop down list. (optional field)

ACTION BUTTONS:

Select the Search button to begin the search using the criteria selected on this window.
Select the Clear button to clear the window of search criteria so you can select new search criteria.
Select the Cancel button to return to the previous window.
Select the Help button to open help documentation for this window.

(07-2006)

NFO4301H