Remitting to Your Client

Before you can remit to your clients, you need to make sure that the collection rate is set when the claim is submitted.  The collection rate will determine how much money will be withheld from the client.

You have collected money and posted the payment to the claim as a Net payment with a remit date and now you want to remit to your client.

Click the “Remits” link on the red dashboard.  Unconfirmed Remits appears with a list of remits that are due.  There are several options in order to view the remit list you need; All Remits, Todays Remits, Past Due Remits or you can Pick a Date.  Once you have the list you need, place a checkmark in the box or boxes next to the payment/s you want to remit on.  At the bottom of the screen, you will click the “Print 1 Check Per Creditor” button.  The next screen is where you set up your check image if you plan on printing checks via the system.  If not, all you will need to do on this screen is click the Confirm Payments button.  This will remove the remit from the remits list and will also confirm the payment in the payment history of the claim.  Now you need to send your client their money.

If you want to see payments that were made Direct, click the red link “Include Direct Payments” located above the Unconfirmed Remits and the direct payment will be included in the list.  You can see how much money your client well be sending to you.

*To print checks via Casetrackerlaw, read “Remits – Printing Checks”