How to track payments for Health Providers or other amounts that come out of the Client Trust on the Settlement Tab. These metrics will be available on the Issued Payments Report.

Navigate to the Settlement Tab.

On the Negotiations section, scroll down to the liens sections - Settlement Advance, Medical Bills, Health Insurance Liens, Attorney Liens, & Miscellaneous Liens.

Find the accepted lien you want to issue payment for.

Click the arrow at the end of the lien row.

Select Issue Payment.

A pop-up window will appear.

Enter the check information.

Click Save.

The changes will be reflected in the totals on the top of the page. The amount will also be debited from the Client Trust.

NOTE: If the Issue Payment option does not appear in the dropdown menu, the lien has not been accepted.