HP Policy Refund Entry
(Redirected from Health Care Policy Refund Entry)
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Overview of HP200UPD
The refund entry window is used to enter refund information for a specific health policy. (Typically, a refund would only be issued when a policy is being cancelled and the dues have been paid in advance.)
The Policy Refund Entry screen is accessible from the Policy Maintenance screen. When you first access the screen, it will look something like this:
To add a new refund for this remitter, click the New button on the toolbar. The fields will activate for data entry:
The following fields are available on this screen:
Field | Description |
---|---|
Refund ID | Displays the system generated refund ID. This field is display only |
Status | Displays the status of the refund. This is a display only field that will update based on the status of the refund |
Name/Address | Displays the Name/Address information of the Payee selected in the "Pay Refund to" field |
Pay refund to | Type the PIN of the constituent to whom the refund should be paid. You can also click the search icon to launch Name/Address Inquiry to locate the constituent record |
Refund amt | Enter the amount being refunded |
Payment date | The date that the payment is to be made. You can enter the date in mm/dd/yyyy format or click the calendar icon to select the date |
Approval level | Displays the current approval level of the refund |
Remitter # | Displays the remitter number of the constituent to whom the refund is being paid |
Payment method | Click the drop down arrow to select the method of payment for the refund (EFT or Check) |
Refund Information | At the bottom of the screen, a list of refunds for this policy will be displayed. Information includes remitter #, PIN, Name, Policy balance, start date, end date and status |
When you have finished entering the information, click Save.