HP Policy Refund Entry

Overview of HC200UPD

The refund entry window is used to enter refund information for a specific health care policy. (Typically, a refund would only be issued when a policy is being cancelled and the dues have been paid in advance.)

The Policy Refund Entry screen is accessible from the Policy Maintenance screen. When you first access the screen, it will look something like this:

To add a new refund for this remitter, click the New button on the toolbar. The fields will activate for data entry:

The following fields are available on this screen:

Field	Description
Refund ID	Displays the system generated refund ID. This field is display only
Status	Displays the status of the refund. This is a display only field that will update based on the status of the refund
Name/Address	Displays the Name/Address information of the Payee selected in the "Pay Refund to" field
Pay refund to	Type the PIN of the constituent to whom the refund should be paid. You can also click the search icon to launch Name/Address Inquiry to locate the constituent record
Refund amt	Enter the amount being refunded
Payment date	The date that the payment is to be made. You can enter the date in mm/dd/yyyy format or click the calendar icon to select the date
Approval level	Displays the current approval level of the refund
Remitter #	Displays the remitter number of the constituent to whom the refund is being paid
Payment method	Click the drop down arrow to select the method of payment for the refund (EFT or Check)
Refund Information	At the bottom of the screen, a list of refunds for this policy will be displayed. Information includes remitter #, PIN, Name, Policy balance, start date, end date and status

When you have finished entering the information, click Save.