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Find PolicyAccess to the Pre-conditionsNeed to enquire on, or edit a policy, and the family/group, insurees and contributions associated. NavigationFind Policy Page can be found under the main menu Img. 142 Navigation Policies Clicking on the sub menu PageImg. 143 Find Policy Page The Search PanelThe Search Panel allows a user to select specific criteria to minimise the search results. In the case of policies the following search options are available which can be used alone or in combination with each other. Region Select the District Select the Product Select the Enrolment Officer Select the Enrolment Date From Use the date selector to enter the Enrolment Date To Use the date selector to enter the Start Date From Use the date selector to enter the Start Date To Use the date selector to enter the Effective Date From Use the date selector to enter the Effective Date To Use the date selector to enter the Expiry Date From Use the date selector to enter the Expiry Date To Use the date selector to enter the Policy Type Select whether new policies [New Policy] or renewed policies [Renewal] should be searched for. Policy Status Select the A policy can have the following statuses:
Balance Types in a positive The balance is the difference between the policy value and total of contributions paid. For the policy Only with inactive insurees Check the box to select only policies for families/groups with insurees which are non-active (not covered) despite the policy of their family/group is active. The reason may be addition of a new insuree (member) to the family/group with an active policy without adequate payment of additional contributions or because the maximum number of members in the family/group exceeds the maximum number determined by the insurance product of the policy. Show historical Click on Img. 144 Historical records - Result Panel Result PanelThe Result Panel displays a list of all policies found, matching the selected criteria in the search panel. The currently selected record is highlighted (Img. 145). On the right are the available action buttons. One can also double-click on the row to view the policy details. Img. 145 Open family, Open in new tab, Renew policy, Suspend policy, Delete policy Policy PageFamily DetailsSummary of the family concerned by this policy. Policy DetailsEnrolment Date Enter the enrolment date for the policy. Mandatory. Note: You can also use the button next to the enrolment date field to select a date to be entered. Effective Date The effective date for the policy is calculated automatically later on. The effective date is the maximum of the start date and the date when the last contribution was paid or when the user enforced activation of the policy. Start Date The start date for the policy is calculated automatically. Either it is the enrolment date plus the administration period of the insurance product associated with the policy for free enrolment (without cycles) or it is a cycle start date determined according to enrolment date and the administration period for enrolment in fixed cycles. The start date may be modified by the user. Expiry Date The expiry date for the policy is calculated automatically. When entering a new policy, the expiry date is the start date plus the insurance period of the insurance product associated with the policy for free enrolment or the cycle start date plus the insurance period for enrolment in fixed cycles. Product Select from the list of available products the product of the policy. Mandatory. Enrolment Officer Select from the list of available enrolment officers the enrolment officer related to the policy. Mandatory Policy ValuesValue Value Contributions paid Amount of contribution paid Balance Balance Deductible Deductible amounts for the categories: General, In-Patient and Out-Patient Remunerated Health Care Remunerated amounts for the categories: General, In-Patient and Out-Patient SavingOnce all mandatory data is entered, clicking on the Adding a PolicyTo create a new policy for a family that doesn’t have any yet, head over to the Family Page and in the policies section, use the plus sign on the top right. Img. 147 Policies section of the Families page Renewing a PolicyClick on the The page will open with the current information loaded into the data entry fields. See the Policy Page for information on the data entry and mandatory fields. Pausing a PolicyClick on the Img. 148 Pause policy - confirmation Deleting a PolicyClick on the Before deleting of a policy, all contributions of the policy should be deleted. Before deleting a confirmation popup (Img. 149) is displayed, which requires the user to confirm if the action should really be carried out. Img. 149 Delete confirmation- Button Panel When a policy is deleted, all records retaining to the deleted policy will still be available by selecting historical records. |
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