Edit a Medpay Reimbursement

How to edit a Medpay/PIP Reimbursement from the Settlement Tab.

• Navigate to the Settlement Tab.
• On Settlement Negotiations, scroll down to the Medpay/PIP Proceeds Section.
• Find the Medpay/PIP Reimbursement and click on the aligned dropdown arrow.
• Select Edit.

• A pop-up window will appear.
• Make the changes and select Save.

• The edited Medpay/PIP Reimbursement will display in the Medpay/PIP Proceeds Section. The changes will also be reflected on the Client Trust.

NOTE: Deleting a Medpay/PIP Reimbursement is a permission-based action. Here's how to delete from the Client Trust.