History

The ATS History module is a powerful tool designed to let you review the operations that have been performed on a claim. The types of operations are divided into categories with a variety of search criteria to help you find the information you want. The categories are:

· Payments

· Letters

· Recoveries

· Reserves

· Transactions

· Audit

The History view pages may be accessed from the Toolbar buttons after you have selected a claim on a Claim List or from the Menu Bar within the claim program.

Payment History

This option is covered first since it is the one used most often. The payment history is queried with the following dialog.

Every payment will be listed when using the default selection criteria: all payments from the date the claim was opened to the current date regardless of reserve category. The total paid, batched, and the grand totals appear at the bottom of the form.

You may search for a specific group of payments by modifying any of the following criteria.

Criteria	Function
Date Range	Lists payments made from one date through another. The program will start selecting from the date the claim was opened though the current date by default.
Reserve Category	Selects payments made to one, a group of accounts or all of the reserve accounts. The default will select payments regardless of category.

Click the Process button to list the payments that match the selection criteria. By default, the payments are sorted in descending order by date with the most recent entry first.

Additional filtering can be accomplished my typing in the search box and/or typing in the columns filter.

Figure 7‑1: Claim History - Payments

Open Button

Select a row and click. The record will then be displayed.

Figure 7‑2: Claim History - Payment Detail

Report Button

The Report button displays a report with just the items that appear on the selection list. For example, suppose someone requests a list of the payments made against the first reserve category. In that case, remove the checks for all the other the reserve categories and click Process, the click Report.

Figure 7‑3: Claim History - Payment Report

Voids

Depending on the users rights you may be able to void a payment. (If you select an Item in batch, this button will only open the batched record)

After selecting a payment in history, you will be presented with the Void Dialog. Select the reason code and add a note – then press Submit Void.

Credit

With a payment selected, click on Credit. , you will be presented with the Credit Dialog. You can change the amount if needed, then add a note and press Submit Credit.

Move

This tool will allow you to move a payment from one claim to another. Once you click credit you will see the Move Dialog. Enter the destination ATS Claim Number or click Search. Then Submit the Move.

Show Fileds

This allows by user you can customize the results list in the Grid. You can select items that are not required (Designated by * by selecting the column and clicking the left or right button. Items may also be moved up or down in the list.

Letter History

Depending on a parameter set in the Maintenance section for Forms/Letters, a record may be written to the history file each time a form or letter is produced for a claim. If you have used this feature, then you may query the database using the following dialog.

If you enter a Letter Code, the program will search for records that contain the code and a date within the specified range. You may also filter using the Search or column filter row.

Figure 7‑4: Claim History - Letters

Reserves History

The ATS System keeps track of all changes to the reserves for your future reference. Use this History option to view the transactions. The dialog shows six reserve categories. The number and labels will vary depending on how your system has been set up.

To eliminate a category from the list, remove the check by clicking the box. You may also filter using the Search or column filter row.

Figure 7‑5: Claim History - Reserves

Recoveries History

This option allows you to look up information on any recovery that has been made for the specified claim. By default, all recoveries will be displayed regardless of the reserve account or party involved. The same void and filter features are here as in the payments section.

Figure 7‑6: Claim History – Recoveries

Audit

The Audit menu item provides access to a chronological list of all actions that have taken place for the selected claim. You can filter and search as on the other history pages. Deleting is not allowed.

Figure 7‑7: Claim History – Audit