Check Image Retrieval
Payment Preference Update
Unapplied Payment
Lockbox Procedure
Billing Cycle
100
Where you can access the The 1st Image Remittance Archive Systems?
https://www.firstnational.com/IBWS/redirector.do
100
TRUE or False: Members with a monthly premium and/or members with a Late Enrollment Penalty (LEP) may set payment preferences to pay the monthly balance due.
True
100
What status we will enter in the Status column of Unapplied Cash Aging Report screen?
Invoice status is created
100
True or False. 1. The bank uses the member information in the resulting lockbox file to withdraw payments from the payer’s bank accounts, and then deposit the payments into the payee’s bank account.
False. Payment information
100
T or F. All premium payments comes from the member and bank.
False
200
This is an Enterprise content management solution that combines specific lockbox archive functionality with workflow capabilities?
1st Image Lockbox Archival System
200
ikaSystems automatically set the member’s ________preference to Direct Bill if a payment option is not selected on the initial enrollment application
Payment
200
True or False. BPO processor processed the invoice payment.
False. ikaSystems.
200
Proceed to ___________________to log the payment in the Unified Payment Tracker.
Unidentified Payment DLP
200
Bank will ________ after they Run ACH (on the 1st).
Send ika Negative Payment File
300
Identify if the statement is complete: In looking on lockbox summary you can Use the Prev, Today, Next buttons?
Incomplete. We can also use calendar icon.
300
BPO Processors have already completed the necessary research and validation before they are directed to the process of updating the payment preference of the member.
True
300
True or False. Once the payment is processed for the batch, the invoice status changes to Paid.
False. (C) Closed
300
The bank generates the ________payment files following the electronic processing of paper checks and sends the files to ika for payment processing.
Lockbox
300
________ processes the member premiums comes from ACH pre-note file.
ikasystems
400
True or False: BPO Processors needs to provide username and password, a unique credentials in accesssing Lockbox Website.
False - First National Bank will provide.
400
Give the category and subcategory we use in opening assigned task.
Category: PREMIUM BILLING and Sub-Category: Premium Option Change
400
What will appear after selecting the Reports submodule?
All Reports screen
400
In what Row will the processor start in processing exception report
Row 6
400
After MABX Notify vendor to hold printing if necessary, MABX will __________.
Remediate issues in ika and retrigger PDF invoice generation
500
True or False. Once the date has been selected, the list of payments deposited to the bank for the selected date will be shown. Select the appropriate payment and view the payment details following the steps below: The Billing Processor will select the appropriate payment identified during the research that was completed before they proceeded to this Check Image Retrieval DLP. If appropriate payment is not found processor can process to Unapplied payment DLP.
False - Escalation Job Aid
500
If the request was received via Call Center Inquiry, what should be the next step?
Open the Member Inquiry in my Briefcase to view the details of member request and Proceed to Step 7.0.
500
Once the Unapplied Cash Aging Report created, the processor will have to ________ the data.
Cross-Reference.
500
What will be the Job Status in accessing Lockbox Exception Report?
All
500
T or F. We only process Funds transfer if member send notification that a payment was made to the wrong account or Processor Identify potential account issue from processing lockbox exceptions or processor Identify potential account issue from monthly reconciliation report review.
False.
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