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 Creating Subrogation/Recovery Receivable Manually

Use

If you need to enter subrogation/recovery items that are not based on payments, you can create them manually. In addition to those items that have already been generated automatically (see Generating Subrogation/Recovery Receivables from Payment Items of Subclaims), you can add individual items manually.

Items not based on payments might be fees or charges that arise as a result of the subrogation/recovery process.

Prerequisites

You have created a settlement and are currently processing subrogation/recovery on the Settlements tab page.

Procedure

  1. In the Subrogation/Recovery Receivable section, choose Create Subrogation/Recovery Receivable (Create Subrogation/Recovery Receivable).

  2. Enter the following mandatory data for the item of a subrogation/recovery receivable:

    • Coverage type

    • Benefit type

      Note Note

      The possible input values in these two fields come from the customizing of the dummy claim (see Customizing Settings for Collective Subrogation/Recovery)

      End of the note.

    • Amount requested

      This is the amount that the insurance carrier wishes to recover from the payer.

  3. Save your entries.

    Caution Caution

    Before you save, decide whether you want to post the subrogation/recovery receivable directly, or if you just want to park it for the time being (see Posting Subrogation/Recovery Receivables).

    If you want to post the subrogation/recovery receivable immediately, you cannot enter any more items. In this case, do not save until you have entered all items.

    End of the caution.

Result

  • As long as a subrogation/recovery receivable has not yet been posted, you can delete the individual items. To do so, mark the line with the item and then choose Delete Subrogation/Receivable Item (Delete Subrogation/Receivable Item).

  • Once you have entered all items for a subrogation/recovery receivable, you can post it.