Update Items in Suspense

Once you have assigned items in Suspense (Policies, Direct Bill, Automated Download Invoicing, Claims, or eDocs & Messages), perform the Update Items in Suspense action to update the accounts affected or added during the assignment process and remove the items from Suspense. However, this action does not update items in the Suspense Recycle Bin, even if they have a lookup code assigned.

If you are updating Policies, Claims, or eDocs & Messages and the Enable reprocessing of Suspense option is enabled in Interface System Settings, the system automatically updates any Policy, Claim, or eDoc in Suspense that matches an existing policy or claim.

1. From the Home screen, do one of the following:
   
   • Click Procedures on the navigation panel.
   • Click Areas > Procedures on the menubar.
   • Click the down arrow next to Home on the options bar and select Procedures.

From any other area of the program, do one of the following:

1. • Click the down arrow to the right of the Home options bar button and select Procedures.
   • Click Home > Procedures on the menubar.
2. Click Interface Management > Assign Items in Suspense on the navigation panel.
3. Click Actions > Update Items in Suspense on the options bar and select the desired option:
• Policies
  1. The Communication Log Recipients - Suspense Policies screen displays.

  2. Specify where (or to whom) the communication log is sent. Current User, meaning the person who is running the update, is an automatic recipient. You can do the following here:

  •  Add a Recipient

  •  Edit Recipient Information
  •  Delete a Recipient

  3. Enter the appropriate information on the following tabs:
  • Delivery Options  
  • Select Items to Process

  4. Click Finish to run the update (or click Cancel to exit the screen without running the update), then click OK on the Submitted for processing message.
     
     If you have processed all Policy items in the Suspense list, the system returns you to the main Assign Items in Suspense screen automatically, where you can select another Suspense area to begin processing items. If any policies remain in the Suspense list, you can repeat the previous steps to process them or click Cancel to return to the main Assign Items in Suspense screen.
• Direct Bill Items
  1. The Communication Log Recipients - Direct bill Commissions in Suspense screen displays.
  2. Specify where (or to whom) the communication log is sent. Current User, meaning the person who is running the update, is a recipient automatically. You can do the following here:
  • Add a Recipient
  • Edit Recipient Information
  • Delete a Recipient
  3. Enter the appropriate information in the following tabs:
  • Delivery Options
  • Select Items to Process
  4. Click Finish to run the update and return to the Assign Items in Suspense screen, then click OK on the Submitted for processing message.
     
     Click Cancel to exit the screen without running the update.
• Automated Download Invoicing
  1. The Communication Log Recipients - Automated Download Invoices in Suspense screen displays.
  2. Specify where (or to whom) the communication log is sent. Current User, meaning the person who is running the update, is a recipient automatically. You can do the following here:
  • Add a Recipient
  • Edit Recipient Information
  • Delete a Recipient
  3. Enter the appropriate information in the following tabs:
  • Delivery Options  
  • Select Items to Process
  4. Click Finish to run the update (or click Cancel to exit the screen without running the update), then click OK on the Submitted for processing message.
     
     If you have processed all Automated Download Invoicing items in the Suspense list, the system returns you to the main Assign Items in Suspense screen automatically, where you can select another Suspense area to begin processing items. If any Automated Download Invoicing items remain in the Suspense list, you can repeat the previous steps to process them or click Cancel to return to the main Assign Items in Suspense screen.
• Claims
  1. The Communication Log Recipients - Claims in Suspense screen displays.
  2. Specify where (or to whom) the communication log is sent. Current User, meaning the person who is running the update, is a recipient automatically. You can do the following here:
  • Add a Recipient
  • Edit Recipient Information
  • Delete a Recipient
  3. Enter the appropriate information in the following tabs:
  • Delivery Options  
  • Select Items to Process
  4. Click Finish to run the update (or click Cancel to exit the screen without running the update), then click OK on the Submitted for processing message.
     
     If you have processed all Claim items in the Suspense list, the system returns you to the main Assign Items in Suspense screen automatically, where you can select another Suspense area to begin processing items. If any claims remain in the Suspense list, you can repeat the previous steps to process them or click Cancel to return to the main Assign Items in Suspense screen.
• eDocs & Messages
  1. The Communication Log Recipients - eDocs & Messages in Suspense screen displays.
  2. Specify where (or to whom) the communication log is sent. Current User, meaning the person who is running the update, is a recipient automatically. You can do the following here:
  • Add a Recipient
  • Edit Recipient Information
  • Delete a Recipient
  3. Enter the appropriate information in the following tabs:
  • Delivery Options  
  • Select Items to Process
  4. Click Finish to run the update (or click Cancel to exit the screen without running the update), then click OK on the Submitted for processing message.
     
     If you have processed all eDoc & Message items in the Suspense list, the system returns you to the main Assign Items in Suspense screen automatically, where you can select another Suspense area to begin processing items. If any eDoc & Messages remain in the Suspense list, you can repeat the previous steps to process them or click Cancel to return to the main Assign Items in Suspense screen.
4. When you return to the Assign Items in Suspense screen after updating items from Suspense, click the Refresh link label in the list header to update the item count.