The Payments page has been designed to allow you to add, view, update and upload invoices (medical, legal, allied health etc) into a record.

You can access the Payments page via the left-hand menu panel, under Financials.

When you open the Payments page, payments entered against the record with a running total count will display.

To add a new payment, select +Add from the Payments page. This will direct you to the payment page to enter key Payment information.

To add the specific details of the payment, move to the Line Items section on the page, and click +Add. A pop-up box will allow you to enter the details of the Line Item of the Payment, including Payment Type, Date and Amount. Click Save Once you've entered all relevant details.

The Payment Type drop-down allows you to categorize invoices for easy reference and reporting

You can add multiple Line Items within a Payment by clicking the Add button again

Once the relevant information has been completed, select Save or Save and Email if you need to e-mail the Payment information out of the system.

Once saved, the most recently added payment will display at the top of the payments list and the total count will be updated to reflect all payments entered.

Once Payments are entered against a claim or invoice, you can manage them via the Payments tab.

Against each payment entry, there is a context menu (the three dots), where you can edit, delete, view or e-mail the payment out of Solv.

You can also export all Payments for a claim by selecting the Excel icon to the left of the Add button.

If more than one Line Item has been added to a Payment, you can change the view of your Payments table by switching the Line Item View. By turning this on, you will see each individual item on each Payment, If the switch is off, you will see only a summary and total of each Payment.

To delete a Line Item within a Payment, click on the context menu (the three dots) next to each item, and select the Edit option. This will take you to the Payment Details page.

Click the context menu (the three dots) next to the Line Item you want to delete and select Delete.

To Delete a Payment (including all/any line items), first, you will need to disable the Line Item View option (if enabled). Once this option has been toggled off, click on the context menu (the three dots) next to the payment and select Delete.

When deleting a payment or line item, the system will ask you to confirm your selection:

A payment can be marked as Reimbursed when added to the system. However, if reimbursement is received after the payment is entered, then you can go to the context menu and select Edit. From here, check the Reimbursed checkbox then click Save.

Our system will keep a running total of payments added on Victorian claims where excess is applicable.

When the threshold amount is reached, you can select the 'Notify Agent' button. This will take you to another page where you can prepare an e-mail to be sent from the system.

The e-mail will automatically group all Excess Payments along with their attachment into a .zip file to be sent off with your e-mail. A copy of this will then also be stored against the notes page for reference.