Last modified by Dominique Tricerri on 2021/12/01 11:12
<
From version < 45.1 >
edited by Dominique Tricerri
on 2021/12/01 10:59
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

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... ... @@ -53,11 +53,10 @@
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 -(% style="text-align:center" %)
58 -[[image:1638175088225-988.png]]
59 59  
60 -(% style="break-before: page %)
59 +(% style="break-before: page" %)
61 61  The Batch Editor screen need to be captured as follows:
62 62  
63 63  
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73 73  Then(% style="color:#2980b9" %)** ‘Save’**(%%) and (% style="color:#2980b9" %)**‘Execute’**(%%) the batch to implement the increase.
74 74  
75 75  
76 -(% style="text-align:center" %)
77 -[[image:1638175113275-709.png]]
75 +[[image:1638356726994-994.png]]
78 78  
79 79  
80 80  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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83 83  
84 84  
85 85  (% style="text-align:center" %)
86 -[[image:1638175134073-739.png||height="448" width="429"]]
84 +[[image:1638175134073-739.png||height="289" width="277"]]
87 87  
88 88  
89 89  Click on (% style="color:#2980b9" %)**‘Done’**(%%) on the next screen to proceed to the next step.
... ... @@ -101,7 +101,7 @@
101 101  (% style="text-align:center" %)
102 102  [[image:1638175179077-289.png]]
103 103  
104 -
102 +(% style="break-before: page" %)
105 105  The reinstatement letter will be generated for all policies that are reinstated. These will need to checked for correctness and sent out to policyholders.
106 106  
107 107  
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117 117  (% style="text-align:center" %)
118 118  [[image:1638175209284-732.png]]
119 119  
120 -
118 +(% style="break-before: page" %)
121 121  The lapse letter for all applicable policies will generate.
122 122  
123 123  
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127 127  
128 128  In the next step the system will identify all policies that are in arrears.
129 129  
128 +
130 130  Click on (% style="color:#2980b9" %)**‘Done’** (%%)to produce letters.
131 131  
132 132  
133 -(% style="text-align:center" %)
134 -[[image:1638175339482-431.png]]
132 +[[image:1638357011795-892.png]]
135 135  
136 -
134 +(% style="break-before: page %)
137 137  A letter will be produced for all policies that are in arrears.
138 138  
139 139  
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143 143  
144 144  In the next step the system will identify children dependents that are within 3 months of maximum eligibility age as setup in the rules.
145 145  
144 +
146 146  Click on (% style="color:#2980b9" %)**‘Done’**(%%) to produce letters.
147 147  
148 - ​​​​​​​
149 149  
150 150  (% style="text-align:center" %)
151 151  [[image:1638175397453-878.png]]
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