Apply Receipt to HP Policy
Overview of HC201UPD
Payments towards Health Care policies are applied via Receipt Processing. When you locate the batch containing the payments you wish to apply, double-click an item. This will activate the Transactions tab:
Double-click the Health Care folder. You will see these options:
To apply an HC Policy Dues Payment, double-click that item. You will see this screen:
The following fields are available on this screen:
| Field | Description |
|---|---|
| Owner PIN | To view policies 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 policies 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 policy, enter the policy number here |
| Available policies | This will display a list of available policies based on the parameters you entered in the fields above |
| Remitters for selected policy | This will display a list of remitter(s) 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 to policy for selected remitter | The total amount applied to the policy for the remitter. This includes the discount amount. This cannot exceed the amount of the cash receipt not yet applied |
| -Discount for policy premium | The discount amount applied for the remitter |
| Total amount to apply | Calculated sum of the amount entered to apply for the selected remitter minus any discount for policy premium |
If you wish to view a policy or a remitter, click that line item and click the View button. This will launch the HC Policy Maintenance screen for this policy. 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 and you will be returned to the Receipt Processing screen.
