Difference between revisions of "Apply Receipt to HP FSA"
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(Created page with "=='''Overview of HC202UPD'''== Category:Health Care") |
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| + | When payments for FSA accounts are received, they are processed via [[Payment Processing FR|Payment Processing]]. | ||
| − | [[Category:Health | + | * From the Receipt Processing screen, locate the batch you wish to work with |
| + | * When the items in the batch are displayed, double-click the payment you wish to apply. This will launch the Transactions tab: | ||
| + | |||
| + | |||
| + | [[File:HealthPolicyFolder.png]] | ||
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| + | * Double-click the Health Policy folder | ||
| + | * From the menu that appears, double-click the FSA Dues Payment item: | ||
| + | |||
| + | |||
| + | [[File:FSA Payment 2.png]] | ||
| + | |||
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| + | This will launch the Apply Receipt to FSA screen: | ||
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| + | [[File:FSA Payment 3.png]] | ||
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| + | The following fields are available on this screen: | ||
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| + | |||
| + | {| class="wikitable" | ||
| + | |- | ||
| + | ! '''Field''' !! '''Description''' | ||
| + | |- | ||
| + | | '''Owner PIN''' || To view FSAs by owner, type the PIN here or click the search icon to launch [[Name/Address Inquiry]] to locate the owner's PIN | ||
| + | |- | ||
| + | | '''Insured PIN''' || To view FSAs by insured, type the PIN here or click the search icon to launch [[Name/Address Inquiry]] to locate the insured's PIN | ||
| + | |- | ||
| + | | '''Policy #''' || To apply the payment to a specific FSA, enter the policy number here | ||
| + | |- | ||
| + | | '''Available FSA Accounts''' || This will display a list of available FSA accounts based on the parameters you entered in the fields above | ||
| + | |- | ||
| + | | '''Reference info for cash receipt''' || Reference text for the receipt batch, if any | ||
| + | |- | ||
| + | | '''Amount of cash receipt not yet applied''' || As yet unapplied dollar amount of the cash receipt | ||
| + | |- | ||
| + | | '''Amount to apply towards FSA contract amt''' || The total amount applied to the FSA plan. | ||
| + | |- | ||
| + | | '''Amount to apply to FSA fees''' || If applicable, the amount to be applied towards outstanding FSA fees | ||
| + | |- | ||
| + | | '''Total amount to apply''' || The total amount to be applied to this FSA | ||
| + | |} | ||
| + | |||
| + | |||
| + | If you wish to view a policy, click that line item and click the View button. This will launch the [[HP Policy Maintenance]] screen for this policy. Click Exit to return to the receipt screen. | ||
| + | |||
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| + | If you wish to view the FSA account, click that line and then click View. This will launch the [[HP FSA Maintenance|FSA Maintenance]] screen. When you have finished viewing the account, click Exit to return to the receipt screen. | ||
| + | |||
| + | |||
| + | Once you have entered the appropriate information, click Save to process the cash receipt for this payment. The payment will be applied. You can click Exit to return to the Receipt Processing screen. | ||
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| + | |||
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| + | [[Category:Health Policy]] | ||
Latest revision as of 16:00, 16 April 2021
Overview of HC202UPD
When payments for FSA accounts are received, they are processed via Payment Processing.
- From the Receipt Processing screen, locate the batch you wish to work with
- When the items in the batch are displayed, double-click the payment you wish to apply. This will launch the Transactions tab:
- Double-click the Health Policy folder
- From the menu that appears, double-click the FSA Dues Payment item:
This will launch the Apply Receipt to FSA screen:
The following fields are available on this screen:
| Field | Description |
|---|---|
| Owner PIN | To view FSAs by owner, type the PIN here or click the search icon to launch Name/Address Inquiry to locate the owner's PIN |
| Insured PIN | To view FSAs by insured, type the PIN here or click the search icon to launch Name/Address Inquiry to locate the insured's PIN |
| Policy # | To apply the payment to a specific FSA, enter the policy number here |
| Available FSA Accounts | This will display a list of available FSA accounts based on the parameters you entered in the fields above |
| Reference info for cash receipt | Reference text for the receipt batch, if any |
| Amount of cash receipt not yet applied | As yet unapplied dollar amount of the cash receipt |
| Amount to apply towards FSA contract amt | The total amount applied to the FSA plan. |
| Amount to apply to FSA fees | If applicable, the amount to be applied towards outstanding FSA fees |
| Total amount to apply | The total amount to be applied to this FSA |
If you wish to view a policy, click that line item and click the View button. This will launch the HP Policy Maintenance screen for this policy. Click Exit to return to the receipt screen.
If you wish to view the FSA account, click that line and then click View. This will launch the FSA Maintenance screen. When you have finished viewing the account, click Exit to return to the receipt screen.
Once you have entered the appropriate information, click Save to process the cash receipt for this payment. The payment will be applied. You can click Exit to return to the Receipt Processing screen.
