Tab Components
The Financial tab appears at the end of the Request menu tabs (see below).
REMIT TO
This segment of the Financial section identifies the Name and Address details to be included in both the Request and the PDFs generated from the Request.
On-Platform Requests will ALWAYS have TheRecordXchange listed in the Remit To field
Off-Platform Requests can be updated with a different Remit To address via the drop-down menu on the Remit To: field
In the Screen Recording below, a different Remit To address is selected via the drop down Selection. This can either be an Address or BLANK depending on the Request.
If there are no addresses listed, they can be added via the Manage Addresses option in the drop down menu.
Provider Information
This section of the Financial tab identifies the Provider on the Request and their email address
Public / Private Note Fields
The public and private notes feature lets the Claimant include additional notes in the Request. Private notes are inaccessible to the Customer while Public notes can be viewed on the Detail tab by anyone with access to the Request.
Any changes made to this tab need to be saved / confirmed by clicking the "Save" button.
