Function Renew

The function Renew is navigated to by clicking on the menu item Renew in the main menu. The function Renew allows getting of prompts for renewing of policies from the web IMIS and posting of renewals for selected policies. A user must have a valid User Name and Password provided by an administrator of the web IMIS with an assigned role incorporating an access to the functionality Insurees and Familiies/Policy/Renew as an access to the functionality Renew is guarded by the Login Page.

The Renewals Page with the generic prompt (Unlisted Renewal Policies) appears after selecting Renew in the main menu. The generic prompt allows to the user to renew any policy, not only policies offered by prompts transferred from the web IMIS.

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Image 1.7.1 (Renewals Page)

Swapping around the Renewals Page leads to the Login Page and after a successful login shows renewal prompts transferred from the web IMIS.

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Image 1.7.2 (Renewals Page-Login Page)

The following rules apply for selecting of policies for which renewal prompts are displayed:

• A policy is maintained by the enrolment officer with the enrolment officer code entered while launching the application.

• The expiry date of a policy is in the past or within the fortnight from the current day

• There is no policy for the same family/group and for the same insurance product active after the expiry date of the policy to be prompted.

The Renewal Page with prompts appears after the swap and the successful login.

Image 1.7.3 (Renewals Page with displayed prompts)

Each renewal prompt contains the following data items:

• Insurance Number

The insurance number of the head of a family/group who holds the policy to be renewed.

• Name and Other Names

The full name of the head of the family/group.

• Insurance Product

The code and the name of an insurance product with which the policy should be renewed.

• Village

The village of residence of the family/group.

• Period

The period in which health care was provided.

The list of prompts can be temporarily reduced by entering a string in the Search field. Clicking on a selected prompt results in displaying of the Renew Page.

Image 1.7.4 (Renew Page - a specific prompt)

The following data fields are displayed:

• Enrolment Officer Code

Read-only data field. Pre-filled by the code of an enrolment officer with which the application is launched.

• Insurance Number

Read-only data field for a specific prompt. Pre-filled by the insurance number from the prompt. For the generic prompt, enter the insurance number for the policy to be renewed. Mandatory.

• Select Insurance Product

Read-only data field for a specific prompt. Pre-filled by the insurance product from the prompt. For the generic prompt, select from the drop down list the insurance product with which the policy renewed. Mandatory.

• Value of Renewed policy

Read-only data field for a specific prompt. Pre-filled by the value of the renewed policy that should be covered by a contribution. This data field is not given for the generic prompt.

• Receipt No.

Read-only data field for a specific prompt. Pre-filled by the value of the renewed policy that should be covered by a contribution. This data field is not given for the generic prompt.

• Contribution Paid.

The amount of contribution actually paid for the renewal. Mandatory..

• Select Payer

Select a payer of the contribution from the drop down list. Optional.

• Discontinue This Policy

Check the box if the policy should be not be renewed and it should be excluded from the list of renewal prompts. If checked the Renewals Page is displayed again and the corresponding prompt is removed from the list. This check box is not at disposal for the generic prompt.

Click on the button Save to save (post) the renewal data for this policy into the memory of the device. Subsequently it can be uploaded to the web IMIS by the function Synchronize. The Renewals Page is displayed after saving with the prompt just saved being removed.

Click on the icon <- in the upper part of the Renewals Page to return to the Home Page .