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History and Audit Trail
Claimen provides a method to track and review history for reserves, payments and recovery receipts. Financial transactions are replicated when they are posted* to a claimant record. This audit trail tracks the type of transaction, who executed it, the date of posting, amounts, codes etc.
History transactions are visible on line while reviewing a claimant's financial status (Reserve balances, paid today, Gross and net incurred by reserve type.). This view of history contains all the detail associated with dollar updates including voids, stop pays or the redirect of a payment. Claimen reports are available to print out history records by date range or by specific claim.
Not a single transaction associated with a dollar change to a claimant can be made without an audit trail. To maintain the integrity of your database Claimen does not provide for a back door to manipulate financial transactions.
In addition, certain types of reserve and payment transition will generate an entry into file status notes for the claimant posting. These types of transactions relate to the closing and reopening of claimants and claims.
*Posting is the process of taking a reserve, payment or recovery receipt transaction and updating the claimant record.
Screenshots
[To request access to screenshots, please email orcasw@orcasoftware.net]