Generate HP Remittance
Overview of HP821
The Generate HP Remittance process generates remittance forms for health policy dues, including health care policies, dental policies, FSA & HSA contributions. The process generates a report output, the remittance forms, and a text file that can be used to create custom merge forms if desired. The report output includes information such as the remittance number, remitter PIN, remitter name and address, Insured PIN, insured name, policy number(s), coverage, total amount due and date due. To generate the remittance forms:
- From the DDI-Connect main menu, double-click Health Policy
- Double-click Reports
- Double-click HP821 - Generate Remittances for HP. The parameters screen will launch:
The following fields are available on this screen:
| Field | Description |
|---|---|
| Generate remittances for amounts due thru | Enter the date through which you wish to generate remittances. You can type the date in mm/dd/yyyy format or click the calendar icon to select the date |
| Billing date to print on remittance forms | Enter the date you wish to print on the remittance forms as the billing date. You can type the date in mm/dd/yyyy format or click the calendar icon to select the date |
| Due date to assign (optional) | If desired, you can include a due date on the remittances. Enter the date in mm/dd/yyyy format or click the calendar icon to select the date |
| Replace existing remittances for this date | If you wish to replace existing remittances for this date, check this box |
| Print remittance forms | If you wish to generate remittance forms, select this box. If it is not selected, the forms will not be produced |
| Remitter PIN | To generate remittances for a specific remitter PIN, enter the PIN here or click the Search icon to launch the Name/Address Inquiry. Leave the field blank to generate for all remitters |
Print Options
After clicking the Print Options button you will see the following options. Choose the desired options and click OK to return to the report parameters screen.
| Option | Description |
|---|---|
| Printer | Click the drop down arrow to select from a list of available printers. DDI Connect uses your default printer unless told otherwise |
| Format | Click the drop down arrow to select from a list of available formats. Select paper size, number of columns, and number of rows for printing. Each report has built-in format defaults. Select “Use Defaults” to use the built-in report defaults. The number of rows and columns controls the print size and amount of information per page |
| Memo | If you wish, you can add a memo to the output of the report. NOTE: It is recommended that Word documents be saved with the .docx extension |
| View Report | This option generates a pdf file that is displayed on the screen when the report is generated |
| Archive Report | If this option is selected, the system will archive the report in the DDI Connect report archives. For information on working with archived reports, please reference this page: Archived Report Viewer |
| Print Report | If selected, the system will generate the report output to your default printer. NOTE: You will also receive a pdf version of the report, displayed on your screen |
| Print via PDF | Prints directly to your printer. |
| This option allows you to send a .pdf attachment of the report to the indicated users' email addresses. When OK is clicked, a dialog box will open requesting a recipient | |
| Duplex/Top | Prints the report on both sides of the paper in landscape style. The printer must be capable of printing on both sides or an error will occur |
| Duplex/Side | Prints the report on both sides of the paper in portrait style. The printer must be capable of printing on both sides or an error will occur |
| Green bar | Adds shaded, horizontal bars to the report, making it easier to read across columns |
| No dialog | Selecting this option means that no ‘Report Completed’ dialog will display after the report has been generated |
| Extra copies | If you want extra copies of the report generated, type the number in this field |
Click Start. The system will generate the report based on the parameters you selected, and display the results. Click below to view a sample of this report.
If you elected to generate remittances, that file will also display.
