Contents
Find Policy
Access to the Find Policy Page
is restricted to users with the role system roles of Accountant, Clerk or Health Facility Receptionist or with a role including an access to Insurees and Families/Policy/Search.
Pre-conditions
Need to enquire on, or edit a policy, and the family/group, insurees and contributions associated.
Navigation
Find Policy Page can be found under the main menu Insurees and Policies
, sub menu Policies
.
Img. 142 Navigation Policies
Clicking on the sub menu Policies
re-directs the current user to the find policy page.
Page
Img. 143 Find Policy Page
The Find Policy Page
is the first step in the process of finding a policy and thereafter accessing the Family Overview Page of insurees, policies and contributions. This initial page can be used to search for specific policies or groups of policies based on specific criteria. The panel is divided into two main panels (Img. 143)
Search Panel
The 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 Region
; from the list of regions by clicking on the arrow on the right of the selector to select policies from a specific region. Note: The list will only be filled with the regions assigned to the current logged in user. If this is only one then the region will be automatically selected.
District
Select the District
; from the list of districts by clicking on the arrow on the right of the selector to select policies for families/groups residing in a specific district. Note: The list will only be filled with the districts belonging to the selected region and assigned to the current logged in user. If this is only one then the district will be automatically selected.
Product
Select the Product
; from the list of products by clicking on the arrow on the right of the selector, to select policies for a specific product.
Enrolment Officer
Select the Enrolment Officer
; from the list of enrolment officers by clicking on the arrow on the right of the selector, to select policies related to a specific enrolment officer.
Enrolment Date From
Use the date selector to enter the Enrolment Date From
to search for policies with an Enrolment Date
equal or later than the specified date.
Enrolment Date To
Use the date selector to enter the Enrolment Date to
to search for policies with an Enrolment Date
equal or earlier than the specified date.
Start Date From
Use the date selector to enter the Start Date From
to search for policies with a Start Date
equal or later than the specified date.
Start Date To
Use the date selector to enter the Start Date to
to search for policies with a Start Date
equal or earlier than the specified date.
Effective Date From
Use the date selector to enter the Effective Date From
to search for policies with an Effective Date
equal or later than the specified date.
Effective Date To
Use the date selector to enter the Effective Date To
to search for policies with an Effective Date To
equal or earlier than the specified date.
Expiry Date From
Use the date selector to enter the Expiry Date From
to search for policies with an Expiry Date
equal or later then the specified date.
Expiry Date To
Use the date selector to enter the Expiry Date To
to search for policies with an Expiry Date
equal or earlier then the specified date.
Policy Type
Select whether new policies [New Policy] or renewed policies [Renewal] should be searched for.
Policy Status
Select the Policy Status
; from the list of policy statuses by clicking on the arrow on the right of the selector, to select policies for a specific policy status.
A policy can have the following statuses:
Idle (Policy data entered but policy not yet activated)
Active (Policy partially or fully paid and made active)
Suspended (Policy was not fully paid for within the grace period)
Expired (Policy is not active anymore as the insurance period elapsed)
Balance
Types in a positive Balance
to search for policies with a balance equal or greater than the typed amount. For example if 0 (zero) is entered, all policies with a balance, will be displayed. If 1,000 is entered, then only policies with a balance equal to or greater than 1,000 will be displayed.
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 Historical
to see historical records matching the selected criteria. Historical records are displayed in grey to define them from current records (Img. 144) and do not have action buttons.
Img. 144 Historical records - Result Panel
Result Panel
The 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 Page
Img. 146 Policy Page
Family Details
Summary of the family concerned by this policy.
Policy Details
Enrolment 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 Values
Value
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
Saving
Once all mandatory data is entered, clicking on the Save
button will save the record. The user will be re-directed back to the Family Overview Page, with the newly saved record displayed and selected in the result panel.
Adding a Policy
To 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 Policy
Click on the renewal arrows
to go to the Policy Page.
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 Policy
Click on the pause symbol
to get a confirmation dialog and pause the corresponding policy.
Img. 148 Pause policy - confirmation
Deleting a Policy
Click on the trashcan icon
to delete the currently selected policy.
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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