HP & Dental Arrearage Processing
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Overview of HP860
HP and Dental Arrearage Processing performs the following critical processes regarding healthcare and dental policies whose payments are not current:
- It examines active healthcare and dental policies to determine whether their payments are past due.
- It produces past-due notices in accordance with the parameters defined in Past Due Notice Type Setup. The notices are then generated through the Merge System
- It terminates healthcare and dental policies meeting the criteria defined in Past Due Notice Maintenance
You can run the report in preview or update mode. The report output displays information such as the category code, notice number, form code, group class, policy number, PIN, and name/address information. To run this process:
- From the DDI-Connect main menu, double-click Health Policy
- Double-click Processing
- Double-click 860 - HP & Dental Arrearage Processing. The parameters screen will launch:
Initially, there are two fields on this screen:
| Field | Description |
|---|---|
| Processing date | The date will default to the current business date. To change the date, type it in mm/dd/yyyy format or click the calendar icon to select the date |
| Update | If this is not selected, report will run in preview mode. If selected, the process will run in update mode and policy records will be changed |
If you select Update, you will see the following additional fields:
| Field | Description | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Merge Method | Click the list icon to select the method desired to create the notices. Your options are:
| ||||||||
| Status for terminated policies | Status-code value that should be assigned to terminated policies that have been terminated according to the specifications in Past Due Notice Type Setup. Click the drop down to select from a list of status codes that have been configured in the system | ||||||||
| Reason for termination of policies | Reason-code value that should be assigned to policies that have been terminated according to the specifications in Past Due Notice Type Setup. Click the drop down to select from a list of reason codes configured within the system | ||||||||
| Reason for termination of insureds | Reason-code value that should be assigned to past-due insureds who have been terminated according to the specifications in Past Due Notice Type Setup. Click the drop down to select from a list of reason codes configured within the system |
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 ran the report in update mode, you will now have to merge the letters. Click below to view a sample cancellation notice generated by this process.
