Overview:

The Payments option in the claims menu hosts claimed payment history records.

It contains two main pages. The first is the Select Manufacturer page, which functions as a search tool. The second is the Payment History page, which provides a summary report of historical payments.

Locating the Claims Payment Option:

First, click Claims from the main menu to locate the Payments option. This will expand the claims menu options below the main menu. Click on the option labeled Payments to open the application.

Page 1: Select Manufacturer

Snapshot:

This page functions as a simple search tool for payments filtering search results by Manufacturers. The page also contains a help section offering a quick walk-through on the use of the Select Manufacturer page.

How to Use:

To begin, Click the drop-down arrow inside the Manufacturer data field box.
From the drop-down list, select the name of the desired manufacturer.
Once the manufacturer has been selected, click on the green 'OK' button to view a paid history report of the chosen manufacturer.

Page 2: Payment History:

The Payment History page displays a summary report of the payment history for a specified manufacturer. When first navigating to this page, the reports provided will all be from the manufacturer selected from the Select Manufacturer page. A pay cycle end date filter can also be applied to help narrow down a search. | To access the Payment History page, navigate to the Claims → Payments section in the HUB application.

Payment History Definitions:

This section provides a definition for the options available on the Payment History page in two sections. Section 1 describes the tools to search with, and section 2 provides definitions for the Summary report headers.

Troubleshooting Payment Visibility Issues

If certain payments, such as EFT payments, appear in emails but are not visible in the HUB under payment history, consider the following:

ServicePower acts as third-party software for payment processing, and the visibility of payment history updates in the HUB is controlled by the client (e.g., Assurant).
Delays in payment visibility may occur depending on when the client provides the update to the HUB. ServicePower does not determine the timing of these updates.

Navigating Multiple Accounts for Payment History

For users managing multiple accounts under the same manufacturer, follow these steps to view payment history for each account:

Navigate to the Claims → Payments section and open the payment history tab.
Click the blue account ID corresponding to the account you wish to view. The screen will display the payment history for that specific account.
To view another account’s payment history, return to the list and select the other blue account ID. Note: Avoid clicking the option labeled "Do Not Display on Web," as this will remove accounts from visibility.

External Factors Affecting Payment Updates

The timing and accuracy of payment history updates in the HUB depend on external factors, such as:

The client’s schedule for providing updates to the HUB.
The role of third-party software like ServicePower in processing payments. By understanding these factors, users can better manage expectations and address any delays in payment visibility.

Claims - Payments History