Topics Unallocated Remittance Search:  
Introduction: This is a list of remittances received from insurance companies which are not posted.

Properties: This button is exclusively visible to users with Read Access to the Properties Master screen. Access to this button is strategically granted to enhance user functionality. Clicking the Properties button triggers a popup, presenting a list of properties from the Properties Master screen in PrognoCIS that cater to Unallocated Remittance.

Field Description:

Doc No: This is the Insurance Advice No.

Doc Date: It is the Insurance Advice Date.

Insurance Co.: Shows the name of the insurance company.

Provider Name: Displays the name of the provider.

Check No: Shows the check number or the EFT (Electronic Fund Transfer) trace number - in case of an online transaction.

Amount: Displays the check amount.

Total: Total charges for the list are displayed here. This is to indicate the urgency to the biller.

The Insurance Advice No is hyperlinked to take the user to the Remittance Entry screen.

The user can Filter the list on
  • Doc No.
  • Doc Date
  • Insurance Co.
  • Provider Name
and Sort on
  • Doc Date
  • Insurance Co.
  • Provider Name
Action Buttons:

Print button: Click on the Print button to print the data generated on the Unallocated Remittance screen.

Excel button: Click on the Excel button to download the data present on the Unallocated Remittance screen in CSV format. The name of the file is RemittanceUnallocated.