There are several options to change the payment status of an insurer.


 Option #1

  • Go to the Billing screen. 
  • Press the Reconcile button, located at the top of the screen. 


  • The following screen will be displayed: 


  • Select the payment, which you want to change the status of.
  • Once selected, press the right mouse button and select the Change Status option. 
  • For this example, it will be changed from New to Reviewing. 


  • Automatically change the status of the insurance payment.


Option #2

  • Go to the Billing screen. 
  • Press the Vouchers button, located at the top of the screen. 


  • The following screen will be displayed:


  • On the Electronic Payment Vouchers screen, press the Reconcile button located at the top.


  • The following screen will be displayed: 


  • Select the payment, which you want to change the status of.
  • Once selected, press the right mouse button and select the Change Status option. 
  • For this example, it will be changed from New to Reviewing. 


  • Automatically change the status of the insurance payment.



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