Claim Payment tracking dataform

The Workers' Compensation Claims management dataform, Work Comp Claim Payment, tracks payments with the following configuration:

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The form is a multi-form child of Workers' Compensation Claim

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The form is secured to enable

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Read-only access for the role PEO Employees

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Edit access for the role Risk_Member

The form fields are as follows.

Label	Data type
Payee	text
Date Paid	date
Paid Amount	money
Status	lookup with values of Pending (default), Scheduled, Paid, Cancelled
Pay Method	lookup with values of Check, Online, Cash, Other
Payment Reference	text - used for the check number
Category	lookup with values of Indemnity, Expense, Medical, Legal
Category details	text wide
Exported	lookup: Yes/No, default is No
Notes	text area
WCClaim	parent form; links to Workers' Compensation Claim from which the payment was created

The CalculateTotals business rule on the Claim Financial record uses a new field on the Claim Financial form: Calculate Paid Totals (Yes/No lookup where blank = No).

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No: Calculates Financial record totals using the fields on the Financial form.

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Yes: Updates the Paid fields on the Current Financial record from the sums of the Claim Payments in Paid status, then sums the Financial amounts.