Last modified by Dominique Tricerri on 2021/12/01 11:12
<
From version < 43.1 >
edited by Dominique Tricerri
on 2021/12/01 10:57
To version < 58.1 >
edited by Dominique Tricerri
on 2021/12/01 11:12
>
Change comment: Uploaded new attachment "1638357121131-851.png", version {1}

Summary

Details

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53 53  
54 54  Double-click the (% style="color:#2980b9" %)**‘Edit’** (%%)hyperlink to open the Batch Editor screen.
55 55  
56 +[[image:1638356773388-225.png]]
56 56  
57 57  
58 -(% style="text-align:center" %)
59 -[[image:1638175088225-988.png]]
60 -
61 -
59 +(% style="break-before: page" %)
62 62  The Batch Editor screen need to be captured as follows:
63 63  
64 64  
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74 74  Then(% style="color:#2980b9" %)** ‘Save’**(%%) and (% style="color:#2980b9" %)**‘Execute’**(%%) the batch to implement the increase.
75 75  
76 76  
77 -(% style="text-align:center" %)
78 -[[image:1638175113275-709.png]]
75 +[[image:1638356726994-994.png]]
79 79  
80 80  
81 81  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.
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84 84  
85 85  
86 86  (% style="text-align:center" %)
87 -[[image:1638175134073-739.png||height="448" width="429"]]
84 +[[image:1638175134073-739.png||height="289" width="277"]]
88 88  
89 89  
90 90  Click on (% style="color:#2980b9" %)**‘Done’**(%%) on the next screen to proceed to the next step.
... ... @@ -102,7 +102,7 @@
102 102  (% style="text-align:center" %)
103 103  [[image:1638175179077-289.png]]
104 104  
105 -
102 +(% style="break-before: page" %)
106 106  The reinstatement letter will be generated for all policies that are reinstated. These will need to checked for correctness and sent out to policyholders.
107 107  
108 108  
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114 114  
115 115  Click on(% style="color:#2980b9" %)** ‘Done’**(%%) to process these.
116 116  
117 - ​​​​​​​
118 118  
119 119  (% style="text-align:center" %)
120 120  [[image:1638175209284-732.png]]
121 121  
122 -
118 +(% style="break-before: page" %)
123 123  The lapse letter for all applicable policies will generate.
124 124  
125 125  
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129 129  
130 130  In the next step the system will identify all policies that are in arrears.
131 131  
128 +
132 132  Click on (% style="color:#2980b9" %)**‘Done’** (%%)to produce letters.
133 133  
134 - ​​​​​​​
135 135  
136 -(% style="text-align:center" %)
137 -[[image:1638175339482-431.png]]
132 +[[image:1638357011795-892.png]]
138 138  
139 -
134 +(% style="break-before: page %)
140 140  A letter will be produced for all policies that are in arrears.
141 141  
142 142  
... ... @@ -146,9 +146,9 @@
146 146  
147 147  In the next step the system will identify children dependents that are within 3 months of maximum eligibility age as setup in the rules.
148 148  
144 +
149 149  Click on (% style="color:#2980b9" %)**‘Done’**(%%) to produce letters.
150 150  
151 - ​​​​​​​
152 152  
153 153  (% style="text-align:center" %)
154 154  [[image:1638175397453-878.png]]
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196 196  
197 197  
198 198  
194 +(% style="text-align:center" %)
199 199  [[image:Group Risk Monthly Member Mainentance WFL_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
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