HP Assistance
Revision as of 14:07, 16 April 2021 by Sysadmin (talk | contribs) (Sysadmin moved page HC Assistance to HP Assistance)
Overview of PF520UPD
The Health Care Assistance Maintenance,accessed from the Actions menu of a health care policy, allows you to enter a health care assistance payment for the member. This assistance may be against the policy with Health Care Benefit Trust or some other third-party insurer.
When you launch the HC Assistance screen, you will see this:
To add a new assistance record, click the New button on the toolbar. The fields will activate for data entry:
The following fields are available on this screen:
Field | Description | ||||||||||
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Member ID | This is a display only field that shows the owner of the policy for which health care assistance will be given | ||||||||||
Current status | Whenever a change is made to this health care assistance, the status code and date are reflected in this field. Set to requested when a user adds new health care assistance | ||||||||||
Current approval level | The current approval level is reflected in this field | ||||||||||
Method | This control allows you to select the method by which the health care assistance amount will be determined. Click the drop down arrow to select the method. The options are as follows:
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Amount | The amount of health care assistance that will be provided. The amount is calculated for the percentage option. Otherwise it defaults to the base amount, which can be overridden | ||||||||||
Start date | The first date when the assistance payment will be paid out. You can type the date in mm/dd/yyyy format or click the calendar icon to select the date | ||||||||||
Payment frequency | How often the payment will be made (monthly, quarterly, yearly, etc.). Click the drop down arrow to select the payment frequency | ||||||||||
Next payment date | The next date when the supplemental gift will be paid out. You can type the date in mm/ddy/yyyy format or click the calendar icon to select the date | ||||||||||
PF HC Policy # | If the assistance is paid toward a health care policy that is held with Health Care Benefit Trust, then you can enter/select the policy number here |