This section provides an overview of actions and events in Payment History, as well as information on troubleshooting Payment History.
Payment History is an action that displays payment events that have occurred on an application. A Payment Requester (an Account Manager, Authorized Representative, or Designee with Request Payment privilege) selects Payment History from the Left Navigation menu of the application to view payment events that have occurred on an application.
For more information about the various payment events, refer to Payment History Event Types.
For information on how to access Payment History, refer to View a Payment Request.
Payment History is available in the left Navigation Menu after the application has been submitted and approved.
Once an RDS application is approved, the Account Manager, Authorized Representative, or Designee with Request Payment privilege can access the Payment History pages.
The following Payment History event types are associated with an application:
There are four Payment History actions that may display on the Payment History page:
From this page, an Authorized Representative, Account Manager, or a Designee with Request Payment privilege can review payment requests, payment determinations, payment adjustments, EFT pre-notes, and EFT payment events. Negative amounts display in red font in parentheses.
View Determination - This action directs the user from the Payment Event History page to the Payment Determination pop-up. Negative amounts display in red font in parentheses. The window displays:
View Adjustment - This action directs the user from the Payment Event History page to the Payment Adjustment pop-up. Negative amounts display in red font in parentheses. The window displays:
For example: The $19,350.80 debit in the following Payment Adjustment example resulted from a negative payment request made on another application associated with the same Plan Sponsor.
View EFT- This action directs the user from the Payment History page to the EFT Payment Information pop-up. The window displays:
To determine if an EFT payment was successful, go to the Payment History page and look for an EFT Payment Sent to Bank event. If more than two weeks have passed since the EFT Payment Sent to Bank event date, and a payment has not been received in the Plan Sponsor's account and an EFT Payment Failed at Bank event does not display, contact CMS' RDS Center.
If an EFT payment failed, the EFT Payment Failed at Bank event displays on the Payment History page. This event displays if the Plan Sponsor's bank rejects the EFT payment even though the bank may have previously approved the account information during the pre-note process. When this event occurs, an email is sent to the Account Manager and Authorized Representative. The Banking Information supplied on the application must be corrected.
After the Banking Information changes are complete, the Authorized Representative must review, re-sign, and re-submit the application for the EFT pre-note validation to be performed. Allow up to two weeks for the Banking Information re-validation process. If no errors are detected in the corrected Banking Information, the EFT payment is automatically re-sent.
If the last payment request on the Payment History page does not display, the request is still in progress.
Note: If a payment request does not display after two weeks, contact CMS' RDS Center.
This section provides step-by-step instructions to complete the following Payment History tasks:
To access the RDS Secure Website, and navigate to the Dashboard page review instructions to access the RDS Secure Website.
On the Dashboard page:
Select the Application ID for which you want to view Payment History.
On the Application Overview page:
Select Payment History.
On the Payment History page:
To view details of a particular payment request event, select the View Request hyperlink in the Actions column that corresponds to the appropriate event.
On the Payment Request Summary page:
The submitted costs and calculated subsidy amount included in the payment request display and are broken down by Benefit Option and plan month. Negative amounts display in red font in parentheses. Costs displayed include:
Select Return to Payment History to return to the Payment History page.
To access the RDS Secure Website, and navigate to the Dashboard page review instructions to access the RDS Secure Website.
On the Dashboard page:
Select the Application ID for which you want to view Payment History.
On the Application Overview page:
Select Payment History.
On the Payment History page:
To view the amount of a determination, select the View Determination hyperlink in the Actions column that corresponds with the appropriate event.
On the Payment Determination pop-up:
This pop-up displays the results of the payment determination events. Negative amounts display in red font in parentheses. Items displayed may include:
Select Close to close the pop-up and return to the Payment History page.
To access the RDS Secure Website, and navigate to the Dashboard page review instructions to access the RDS Secure Website.
On the Dashboard page:
Select the Application ID for which you want to view Payment History.
On the Application Overview page:
Select Payment History.
On the Payment History page:
To view the amount of an adjustment, select the View Adjustment hyperlink in the Actions column that corresponds with the appropriate event.
On the Payment Adjustment pop-up:
This pop-up displays the results of the payment adjustment or payment reduction events. Negative amounts display in red font in parentheses. Items displayed include:
Select Close to close the pop-up and return to the Payment History page.
To access the RDS Secure Website, and navigate to the Dashboard page review instructions to access the RDS Secure Website.
On the Dashboard page:
Select the Application ID for which you want to view Payment History.
On the Application Overview page:
Select Payment History.
On the Payment History page:
To view the details of an EFT payment, select the View EFT hyperlink in the Actions column that corresponds with the appropriate event.
On the EFT Payment Information pop-up:
This pop-up displays the Electronic Funds Transfer (EFT) event. Items displayed include:
Select Close to close the pop-up and return to the Payment History page.