Difference between revisions of "HP Policy Maintenance"
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| '''PIN''' || Enter the PIN of the individual you are adding as an insured. You can type the PIN, click the search icon to launch [[Name/Address Inquiry]], or click the Add button to launch [[Name/Address Entry]] | | '''PIN''' || Enter the PIN of the individual you are adding as an insured. You can type the PIN, click the search icon to launch [[Name/Address Inquiry]], or click the Add button to launch [[Name/Address Entry]] | ||
|- | |- | ||
− | | '''Name/Address''' || | + | | '''Name/Address''' || Populates with the Name/Address information of the insured PIN |
|- | |- | ||
− | | '''Insured Type''' || | + | | '''Insured Type''' || Click the drop down arrow to [[HC Insured Type Codes|select the type]] of insured record you are adding |
|- | |- | ||
− | | '''Primary''' || | + | | '''Primary''' || This box automatically selects if you choose the Insured Type of Primary. If you select this box, it will automatically set the Insured Type to Primary |
|- | |- | ||
− | | '''Coverage''' || | + | | '''Coverage''' || Click the drop down to select the type of coverage for this policy. The available options are based on the selections configured for the plan in [[HC Plan Maintenance]] |
|- | |- | ||
− | | '''Start date''' || | + | | '''Start date''' || Enter the date that the policy begins. You can type the date in mm/dd/yyyy format or click the calendar icon to select the date |
|- | |- | ||
− | | '''Termination date''' || | + | | '''Termination date''' || If the policy is terminated, enter the date of termination here. You can type the date in mm/dd/yyyy format or click the calendar icon to select the date |
|- | |- | ||
− | | '''Reason''' || | + | | '''Reason''' || If the policy is terminated, click the drop down arrow to select the [[HC Insured Termination Codes|reason for termination]] |
|- | |- | ||
− | | '''PPO network''' || | + | | '''PPO network''' || If this policy is a member of a PPO network, enter the network name or ID here for tracking |
|- | |- | ||
− | | '''Health Care ID''' || | + | | '''Health Care ID''' || Enter the insured's health care ID |
|- | |- | ||
− | | '''Prescription ID''' || | + | | '''Prescription ID''' || Enter the insured's prescription ID |
|- | |- | ||
− | | '''Premium''' || | + | | '''Premium''' || The premium will be updated based on the plan premium and other factors configured within [[HC Plan Maintenance]] |
|} | |} | ||
+ | |||
+ | |||
+ | When you have finished entering the information, click Save to retain your changes. | ||
Revision as of 18:49, 12 April 2013
Overview of HC100UPD
The HC Policy Maintenance Screen allows you to either edit an existing policy or add a new policy.
Adding a New Policy
If you clicked New from the HC Policy Inquiry screen, the HC Policy Maintenance screen will launch in data entry mode. There are three tabs on this screen:
Policy Maint Tab
The first tab is the Policy Maintenance tab, and will look like this:
The following fields are available on this screen:
Field | Description |
---|---|
Policy # | This is a read only field. The policy number is automatically assigned by the system |
Name/Address Block | Displays the name and address of the Owner, once the Owner PIN has been established |
Owned by | Click the drop down to select the ownership type of this policy |
Owner PIN | Enter the PIN number of the owner of the policy. You can also click the search icon to launch Name/Address Inquiry or click the Add button to launch Name/Address Entry |
Calculate Premium | When checked, the policy’s premiums should be calculated when a new primary insured is added, an insured’s coverage has changed or someone runs the Premium Update application |
Plan | Type the plan number or click the list icon to select from a list of available plans |
Premium type | The Premium type field automatically populates based on the plan number, and is a read only field |
Administrator | The Administrator field automatically populates based on the plan number, and is a read only field |
Premium state | The Premium state automatically populates based on the Owner PIN |
State factor | Displays the current State factor based on the Owner State and year |
Region | If applicable, displays the HC Region code |
Policy start date | Enter the date that the policy is effective. You can type the date in mm/dd/yyyy format or click the calendar to select the date |
Policy termination date | If the policy has been terminated, enter the date that the policy was terminated. You can type the date in mm/dd/yyyy format or click the calendar to select the date |
Reason for termination | If the policy is terminated, click the drop down arrow to select the reason for termination from a list of active termination codes configured within the system |
Day due | The day of the month that the premium payments are due for this policy. This will default to the day due configured on the HC Settings Maintenance screen but you can override and enter a different day of the month for this policy |
Monthly premium | Example |
Monthly assistance | Example |
Monthly due amount | Example |
When you have finished entering the Policy information, click Save to retain your changes. You can now add Insured to the Policy.
Insureds Tab
When you click the Insureds tab, you will see this screen:
To add an insured to the policy, click the New button on the toolbar. The fields will activate for data entry:
The following fields are available on this screen:
Field | Description |
---|---|
Policy # | The policy number is automatically populated from the Policy Maint tab, and is a read only field |
Active on | Date that the policy is active on. This is a read only field that populates from the Policy Maint tab |
PIN | Enter the PIN of the individual you are adding as an insured. You can type the PIN, click the search icon to launch Name/Address Inquiry, or click the Add button to launch Name/Address Entry |
Name/Address | Populates with the Name/Address information of the insured PIN |
Insured Type | Click the drop down arrow to select the type of insured record you are adding |
Primary | This box automatically selects if you choose the Insured Type of Primary. If you select this box, it will automatically set the Insured Type to Primary |
Coverage | Click the drop down to select the type of coverage for this policy. The available options are based on the selections configured for the plan in HC Plan Maintenance |
Start date | Enter the date that the policy begins. You can type the date in mm/dd/yyyy format or click the calendar icon to select the date |
Termination date | If the policy is terminated, enter the date of termination here. You can type the date in mm/dd/yyyy format or click the calendar icon to select the date |
Reason | If the policy is terminated, click the drop down arrow to select the reason for termination |
PPO network | If this policy is a member of a PPO network, enter the network name or ID here for tracking |
Health Care ID | Enter the insured's health care ID |
Prescription ID | Enter the insured's prescription ID |
Premium | The premium will be updated based on the plan premium and other factors configured within HC Plan Maintenance |
When you have finished entering the information, click Save to retain your changes.