Changes for page Monthly Member Maintenance Workflow
Last modified by Dominique Tricerri on 2021/12/01 11:12
Change comment:
Uploaded new attachment "1638356726994-994.png", version {1}
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... ... @@ -53,8 +53,9 @@ 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]] 57 57 57 +(% style="text-align:center" %) 58 +[[image:1638175088225-988.png]] 58 58 59 59 (% style="break-before: page" %) 60 60 The Batch Editor screen need to be captured as follows: ... ... @@ -72,7 +72,8 @@ 72 72 Then(% style="color:#2980b9" %)** ‘Save’**(%%) and (% style="color:#2980b9" %)**‘Execute’**(%%) the batch to implement the increase. 73 73 74 74 75 -[[image:1638356726994-994.png]] 76 +(% style="text-align:center" %) 77 +[[image:1638175113275-709.png]] 76 76 77 77 78 78 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. ... ... @@ -99,7 +99,7 @@ 99 99 (% style="text-align:center" %) 100 100 [[image:1638175179077-289.png]] 101 101 102 - (% style="break-before: page" %)104 + 103 103 The reinstatement letter will be generated for all policies that are reinstated. These will need to checked for correctness and sent out to policyholders. 104 104 105 105 ... ... @@ -115,7 +115,7 @@ 115 115 (% style="text-align:center" %) 116 116 [[image:1638175209284-732.png]] 117 117 118 - (% style="break-before: page" %)120 + 119 119 The lapse letter for all applicable policies will generate. 120 120 121 121 ... ... @@ -125,13 +125,13 @@ 125 125 126 126 In the next step the system will identify all policies that are in arrears. 127 127 128 - 129 129 Click on (% style="color:#2980b9" %)**‘Done’** (%%)to produce letters. 130 130 131 131 132 -[[image:1638357011795-892.png]] 133 +(% style="text-align:center" %) 134 +[[image:1638175339482-431.png]] 133 133 134 - (% style="break-before: page" %)136 + 135 135 A letter will be produced for all policies that are in arrears. 136 136 137 137 ... ... @@ -141,13 +141,13 @@ 141 141 142 142 In the next step the system will identify children dependents that are within 3 months of maximum eligibility age as setup in the rules. 143 143 144 - 145 145 Click on (% style="color:#2980b9" %)**‘Done’**(%%) to produce letters. 146 146 147 147 148 -[[image:1638357121131-851.png]]' 149 +(% style="text-align:center" %) 150 +[[image:1638175397453-878.png]] 149 149 150 - (% style="break-before: page %)152 + 151 151 A letter will be produced for all identified child dependents. 152 152 153 153
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