Request a Check

Click the Aggregate tab.

Search the desired policyholders from any sub tab.

Click the desired policy to view its summary information.

Click the Claims button.

Use the drop-down to select which submission you want to view. The drop-down shows an overview for each submission. Click All to view a composite summary of all submissions.

Click Tasks then Reimburse to display the Check Request window.

Specify the request information as follows:

Amount

The reimbursement amount. Populated by ESL Office.

Payee

Specify whether you are remitting payment to the policyholder or carrier by checking the corresponding box.

Payee Name

Who is being paid. Populated by ESL Office.

Payment Method

Specify whether you will be paying by check or through an Automated Clearing House (ACH) by checking the corresponding box.

Mail Check To

Check the box corresponding to whom you will be sending the check.

Mail to Name / Address

Name and address of the check recipient. Populated by ESL Office based on the contact information defined for your Mail Check To selection.

Send to the Attention of

Click the button and choose the desired individual from the Attention Of window.

A

Enter some or all of the contact name you want to search here.

B

Click to search for names matching your entry.

C

Search results appear here. Click a contact to select it and close the window.

D

Click to create a new contact. Not used when searching contacts for check requests.

E

Clears the Send to the Attention of field and closes the window.

Requested By

Who is requesting the check. Populated by ESL Office.

Requested Date

When the request was made. Populated by ESL Office.

Enter any desired comments in the Reimbursement Comment field. If you want to insert a standard EOR comment, click Select to display the EOR Comment Select window. Click the desired commend to insert it and close the window. Standard EOR comments are defined by your ESL Office administrator.

Click Request.