HP FSA Maintenance
Overview of HP102UPD
If your organization supports FSA (Flexible Spending Accounts), you will maintain those accounts here.
Add a New FSA
To add a new FSA to a policy:
- From the DDI-Connect main menu, double-click Health Policy
- Double-click HP Policy Inquiry
- When the inquiry screen appears, look up the policy to which you wish to add an FSA account
- When you reach the HP Policy Maintenance screen, click the Insured tab
- Click the individual you wish to add the FSA for
- View and select FSA from the menu:
The Health Policy FSA Maintenance screen will launch:
To add a new FSA account, click the New button on the toolbar. The fields will activate for data entry:
The following fields are available:
| Field | Description |
|---|---|
| Policy | Displays the health care policy number and description |
| Insured # | Displays the insured's # that you are currently working with |
| Active on | Displays the date that the policy became active |
| Name/Address | Displays the name and address information for the insured that you are working with |
| Contract year | The year for which the contract is being set up. A new contract may only be set up for the current fiscal year or the next fiscal year. This field will automatically default to the current fiscal year |
| Contract amount | Enter the total annual amount that will be payed by the insured over the course of the contract year |
| Start date | The date that the contract will take effect. This field will default to January 1 of the contract year, but can be changed by either typing the date in mm/dd/yyyy format or by clicking the calendar icon |
| End date | The date that the contract will be/was terminated. This field will default to December 31 of the contract year, but can be changed by either typing the date in mm/dd/yyyy format or by clicking the calendar icon |
| Due day | The day of the month that the payments are due for this FSA. This will default to the due date configured within HC Settings Maintenance but can be modified. You can enter any value between 1-31 |
| Monthly pmt amt | The payment amount that the insured must pay into the FSA each month. The amount is calculated by the system when the record is saved, and is determined based on Start Date/End Date and annual amount entered |
| Fees YTD | Displays the total amount of fees paid on this FSA year to date |
| Contribution YTD | Displays the total amount that has been collected year to date for this FSA |
When you have finished entering the information, click Save. The FSA policy will now be displayed on the screen:
View Button
From this screen, you can view the edit history for this policy, as well as view the transaction details.
Edit History
To view the Edit History, click the View button and select Edit History. This will launch the Edit History screen for this FSA. When you have finished viewing the history, click Exit to return to the FSA screen.
Transactions
To view all transactions for this FSA, click View and select Transactions. This will launch the Transactions screen for the FSA.
