Inquire on Payment Recipients (CBIRECP)

Overview

Use the Recipient Query form (CBIRECP) to view information on individuals who are owed money by a specific payor.

Multi-Location Accounting Considerations

To inquire on recipients

1. Open the Recipient Query form (CBIRECP). The form opens in query mode.

2. Use any field to limit your query.

• ID of the payment Recipient.

• Last Name, First Name. You can search on either name and you can enter a partial first or last name using wild cards. Leave the fields blank to search on all names. Select Case Sensitive Search to limit the search for exact matches to the name you entered. Example

• Balance Due to search for recipients with a certain amount due them. You can use relational operators to search for balance amounts.

• Case ID to search for recipients for a particular case.

• Payor (Party) ID to search for recipients for a specific payor.

3. From the Query menu, select Execute to display the recipient information.

If the Balance Due is blank, no charges have been assigned yet. If it's zero (0), all charges have been paid.

4. To perform additional tasks or inquire on additional information, select the appropriate option in the navigation frame.

5. When finished viewing recipient information, Exit the Recipient Query form (CBIRECP).

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