Changes for page Monthly Member Maintenance Workflow
Last modified by Dominique Tricerri on 2021/12/01 11:12
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Uploaded new attachment "1638175397453-878.png", version {1}
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... ... @@ -47,19 +47,15 @@ 47 47 To initiate the process, select the (% style="color:#2980b9" %)**‘Monthly Member Maintenance’**(%%) batch from the Batch Management screen. 48 48 49 49 50 -(% style="text-align:center" %) 51 -[[image:1638175073928-276.png]] 50 +[[image:Group Risk Monthly Member Mainentance WFL_html_8b7ebfbb27fef8c7.png||height="261" width="449"]] 52 52 53 53 54 -Double-click the (% style="color:#2980b9" %)**‘Edit’**(%%)hyperlink to open the Batch Editor screen.53 +Double-click the **‘Edit’** hyperlink to open the Batch Editor screen. 55 55 56 56 57 -[[image:Group Risk Monthly Member Mainentance WFL_html_97b35bfea8cc4e2b.gif||alt="Shape1"]] 56 +[[image:Group Risk Monthly Member Mainentance WFL_html_97b35bfea8cc4e2b.gif||alt="Shape1"]] [[image:Group Risk Monthly Member Mainentance WFL_html_7433e5dad54ce837.png||height="261" width="495"]] 58 58 59 -(% style="text-align:center" %) 60 -[[image:1638175088225-988.png]] 61 61 62 - 63 63 The Batch Editor screen need to be captured as follows: 64 64 65 65 ... ... @@ -72,104 +72,79 @@ 72 72 (% style="color:#2980b9" %)**Batch Ref:**(%%)** **System generated and must not be edited / altered. 73 73 74 74 75 -Then(% style="color:#2980b9" %)** 71 +Then(% style="color:#2980b9" %)** ‘Save’**(%%) and (% style="color:#2980b9" %)**‘Execute’**(%%) the batch to implement the increase. 76 76 77 - 73 + [[image:Group Risk Monthly Member Mainentance WFL_html_240beb221288db8a.png||height="222" width="422"]] 78 78 79 -(% style="text-align:center" %) 80 -[[image:1638175113275-709.png]] 81 81 82 - 83 83 The (% style="color:#2980b9" %)**‘Monthly Member Maintenance’** (%%)workflow will be initiated and will be listed on the Workflow sub-window on the bottom left of the main Everest screen. 84 84 85 85 Double-click it to open the workflow screen. 86 86 87 87 88 - 81 + [[image:Group Risk Monthly Member Mainentance WFL_html_3547d285d3ca6fb8.png||height="221" width="212"]] 89 89 90 -(% style="text-align:center" %) 91 -[[image:1638175134073-739.png||height="448" width="429"]] 92 92 93 - 94 94 Click on (% style="color:#2980b9" %)**‘Done’**(%%) on the next screen to proceed to the next step. 95 95 96 96 97 -[[image:Group Risk Monthly Member Mainentance WFL_html_b9ed8be2610c2a4d.gif||alt="Shape5"]] 87 +[[image:Group Risk Monthly Member Mainentance WFL_html_b9ed8be2610c2a4d.gif||alt="Shape5"]] [[image:Group Risk Monthly Member Mainentance WFL_html_34a0fa4ca07c7a50.png||height="247" width="419"]] 98 98 99 -(% style="text-align:center" %) 100 -[[image:1638175154466-237.png]] 101 101 102 - 103 103 The next step will reinstate and terminate policies. Please read the instructions on the screen carefully. 104 104 105 105 Click on (% style="color:#2980b9" %)**‘Done’**(%%) to process these. 106 106 107 107 108 - 95 + [[image:Group Risk Monthly Member Mainentance WFL_html_dc1965d2549e2d46.png||height="276" width="475"]] 109 109 110 -(% style="text-align:center" %) 111 -[[image:1638175179077-289.png]] 112 112 113 - 114 114 The reinstatement letter will be generated for all policies that are reinstated. These will need to checked for correctness and sent out to policyholders. 115 115 116 116 117 -(% style="text-align:center" %) 118 -[[image:1638175193627-120.png]] 101 +[[image:Group Risk Monthly Member Mainentance WFL_html_22b8cddd1b579655.png||height="256" width="507"]] 119 119 120 120 121 121 The next step will lapse applicable policies. 122 122 123 -Click on(% style="color:#2980b9" %)** 106 +Click on(% style="color:#2980b9" %)** ‘Done’**(%%) to process these. 124 124 125 125 126 - 109 + [[image:Group Risk Monthly Member Mainentance WFL_html_258682c323ae80df.png||height="261" width="447"]] 127 127 128 -(% style="text-align:center" %) 129 -[[image:1638175209284-732.png]] 130 130 131 - 132 132 The lapse letter for all applicable policies will generate. 133 133 134 134 135 -(% style="text-align:center" %) 136 -[[image:1638175227506-779.png]] 115 +[[image:Group Risk Monthly Member Mainentance WFL_html_a294c16541320d76.png||height="326" width="389"]] 137 137 138 138 139 139 In the next step the system will identify all policies that are in arrears. 140 140 141 -Click on (% style="color:#2980b9" %)**‘Done’**(%%)to produce letters.120 +Click on **‘Done’** to produce letters. 142 142 143 143 144 - 123 + [[image:Group Risk Monthly Member Mainentance WFL_html_1e74cc7abbb2811e.png||height="261" width="444"]] 145 145 146 -(% style="text-align:center" %) 147 -[[image:1638175339482-431.png]] 148 148 149 - 150 150 A letter will be produced for all policies that are in arrears. 151 151 152 152 153 -(% style="text-align:center" %) 154 -[[image:1638175363139-666.png]] 129 +[[image:Group Risk Monthly Member Mainentance WFL_html_55db21f18750c260.png||height="320" width="380"]] 155 155 156 156 157 157 In the next step the system will identify children dependents that are within 3 months of maximum eligibility age as setup in the rules. 158 158 159 -Click on (% style="color:#2980b9" %)**‘Done’**(%%)to produce letters.134 +Click on **‘Done’** to produce letters. 160 160 161 161 162 - 137 + [[image:Group Risk Monthly Member Mainentance WFL_html_e46d9e900eddbc38.png||height="261" width="445"]] 163 163 164 -(% style="text-align:center" %) 165 -[[image:1638175397453-878.png]] 166 166 167 - 168 168 A letter will be produced for all identified child dependents. 169 169 170 170 171 -(% style="text-align:center" %) 172 -[[image:1638175520700-236.png]] 143 +[[image:Group Risk Monthly Member Mainentance WFL_html_9de569734749e2e0.png||height="302" width="361"]] 173 173 174 174 175 175 This will now be the last step of the workflow. Click on (% style="color:#2980b9" %)**‘Done’** (%%)to end the process.
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