Autopay Process

1. The Account Manager sets up a calendar entry that repeats on auto pay day. Set for 9am, reoccurring.
2. An email is sent on auto pay day for that client as an additional reminder.
   1. A follow-up instant message is sent if there is no auto pay email that the process is being started
3. The process runs
4. The initial approval report is generated
5. Account Manager gets approval from the client on the initial report
   1. Each line needs to be marked pay, exclude, or hold to next payment
   2. No claims will be created until this report is sent back
6. A set of reports is generated with what will be paid - Account Manager to confirm the reports look correct
   1. No claims will be created until this report is send back with confirmation
7. Claims are created
8. Account Managers to check each claim loaded to ensure it is correct. The claims will NOT automatcially be set to complete until the Account Manager confirms via email that the claims are approved for completion.
9. Reports are sent for the claims
10. Account Manager attaches the backup to the claims

Claims are only created for lines marked “pay” in step 6.