The Workers' Compensation Claims management dataform, Work Comp Claim Payment, tracks payments with the following configuration:
The form is a multi-form child of Workers' Compensation Claim
The form is secured to enable
Read-only access for the role PEO Employees
Edit access for the role Risk_Member
The form fields are as follows.
Label | Data type |
|---|---|
Payee | text |
Date Paid | date |
Paid Amount | money |
Status | lookup with values of Pending (default), Scheduled, Paid, Cancelled |
Pay Method | lookup with values of Check, Online, Cash, Other |
Payment Reference | text - used for the check number |
Category | lookup with values of Indemnity, Expense, Medical, Legal |
Category details | text wide |
Exported | lookup: Yes/No, default is No |
Notes | text area |
WCClaim | parent form; links to Workers' Compensation Claim from which the payment was created |
The CalculateTotals business rule on the Claim Financial record uses a new field on the Claim Financial form: Calculate Paid Totals (Yes/No lookup where blank = No).
No: Calculates Financial record totals using the fields on the Financial form.
Yes: Updates the Paid fields on the Current Financial record from the sums of the Claim Payments in Paid status, then sums the Financial amounts.