In the Main Menu, click Setup, Definitions, Claim Payment Groups.

The Claim Payment Group definition determines the list of payment group options available when Finalizing Insurance Payments or entering Batch Insurance Payments. The Default item is added and hidden by default. Add Claim Payment Groups as needed.

Payment groups are useful for large enterprise organizations who have multiple people entering payments at once to prevent overlapping effort. The Daily Payments report can be filtered by claim payment group to track the work of different employees or departments.

Double-click an existing item or click Add to create a new item. The Edit Definition window will open.

Enter the payment group Name then click OK to save. A dropdown menu appears in the Edit Insurance Payment window.