Record a Claim Payment

• Payment for Insured
• Payment for Claimant

Payment for Insured

1. At Home Base, click Clients & Files.
2. Select Customers from the dropdown menu above the list.
3. In the list, select the customer for whom you are recording a payment and click the Claim List button.
4. Select the claim.
5. Click the Options button and select Claim Payments. The Claim Payment List displays.
6. Click Add.
7. On the New Claim Payment Detail screen, enter the following information:
   • Check #: Check number
   • Date of Check: Defaults to the current system date
   • Code: Double click in the Code field to select a code from a list. The code's description displays to the right of the Code field.
   • Date Sent: Defaults to the current system date
   • Description: Description of payment
   • Amount: Amount of payment
   • Name: Insured (name and address info default to insured)
   • Attn: Attention line
   • Street: Street address of insured
   • City: City of residence
   • State: State of residence
   • Zip: Zip code
8. Click OK.
9. Click Yes to file the payment.

Payment for Claimant

If the payment pertains to a claimant, complete the following steps.

1. At Home Base click Clients & Files.
2. Select Customers from the dropdown menu above the list.
3. In the list, select the customer whose claim you want to view and click the Claim List button.
4. Select the applicable claim in the Claim List.
5. Click Options > Claimants.
6. From the Claimant List, select the applicable claimant.
7. Click the Detail button.
8. Enter (or add to) the Loss Amount.
9. Click OK.
10. Click Yes to revise the record.

The payments total automatically, reduce the reserve figure, and display on the Claim Detail screen.