Difference between revisions of "HP Transaction Inquiry"
Jump to navigation
Jump to search
(Created page with "=='''Overview of PF002INQ'''== Category:Health Care") |
|||
| Line 1: | Line 1: | ||
=='''Overview of PF002INQ'''== | =='''Overview of PF002INQ'''== | ||
| + | |||
| + | |||
| + | The Transaction Inquiry screen allows you to view all transactions that have taken place for a Health Care policy. When you click View --> Transactions, you will see a screen similar to this one: | ||
| + | |||
| + | |||
| + | [[File:HC Trans 1.png]] | ||
| + | |||
| + | |||
| + | This screen allows you to filter the transactions based on date. To filter by date, enter a date range in the from/thru fields and click Search: | ||
| + | |||
| + | |||
| + | [[File:HC Trans 2.png]] | ||
| + | |||
| + | |||
| + | If you click a transaction in the inquiry results screen, the system will display the transaction details in the lower portion of the screen: | ||
| + | |||
| + | |||
| + | [[File:HC Trans 3.png]] | ||
| + | |||
| + | |||
| + | |||
| + | |||
| + | |||
| + | |||
| + | |||
| + | |||
| + | |||
[[Category:Health Care]] | [[Category:Health Care]] | ||
Revision as of 17:05, 16 April 2013
Overview of PF002INQ
The Transaction Inquiry screen allows you to view all transactions that have taken place for a Health Care policy. When you click View --> Transactions, you will see a screen similar to this one:
This screen allows you to filter the transactions based on date. To filter by date, enter a date range in the from/thru fields and click Search:
If you click a transaction in the inquiry results screen, the system will display the transaction details in the lower portion of the screen:
