HP Policy Maintenance

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.

Remitters Tab

When you click the Remitters tab, you will see this screen:

Each individual or agency that will be paying on a policy, including the policy owner, will have to be entered in the remitter maintenance screen.

To add a new remitter 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 #	This is a display only field that shows the policy number you are currently working with
Active on	A read only field that displays the date that the policy became active
Policy paid by	Enter the PIN of the remitter you are adding to this policy. You can also click the search icon to launch Name/Address Inquiry or click the New button to launch Name/Address Entry
Name/Address	Once a Remitter PIN has been entered, the name/address information for that remitter will appear in this box
Send remittances for this remitter	Option that determines whether Generate Remittances for HC (HC821) produces a remittance for the selected remitter on this policy
Specific amount	Example
Percent	Example
Remaining amount	Example
Start date	Example
End date	Example
Premium balance	Example
Next pmt dt	Example
Paid thru	Example
Premium paid ttd	Example
Discount earned ttd	Example