Dequeue Insurer Statement

The Dequeue Insurer Statement option enables you to process any insurer statements you have queued to process later through the Insurer Statement Reconciliation program.

1. From Home Base, click the Accounting button.
2. Click Reconciliations.
3. Click Client Bill  or Combined Bill.
4. Click Dequeue Insurer Statement.
   
   The queued statements are listed by insurer, agency, month, year, paid/unpaid item status, and sort option.
5. Click one of the buttons shown on the screen above to perform the desired function:
   • Delete- Remove the statement from the system.
   • Run Now- Dequeue the selected statement.
   • Run All- Dequeue all statements listed.
   • Cancel- Return to the Reconcile Insurer Payables menu.
6. If you choose to dequeue one or all insurer statements, confirm that you want to proceed with the dequeuing.
7. Click Yes to process the insurer statement reconciliation(s). To view the newly created reconciliation(s), access the List Statements option and select the Open statements view.

To complete the reconciliation(s), use the Reconcile an Insurer Statement option. When TAM displays the reconciliation parameters, select the same insurer for which you queued the reconciliation earlier. TAM presents the same parameters you used to queue the reconciliation. Complete the reconciliation as outlined in the Reconcile an Insurer Statement section.