Payers

The register of payers contains all institutional payers that can pay contributions on behalf of policyholders (e.g. private organizations, local authorities, cooperatives etc.). Payer administration is restricted to users with the role of Scheme Administrator.

Pre-conditions

A payer may only be added or thereafter edited or deleted, after the approval of the management of the scheme administration.

Payer Control Page

The Payer control Page is the central point for all payer administration. By having access to this page, it is possible to add, edit, delete and search (institutional) payers. The page is divided into four panels (Img. 100).
  1. Search Panel

    The search panel allows a user to select specific criteria to minimise the search results. In the case of payers the following search options are available which can be used alone or in combination with each other.

    Name

    Type in the beginning of; or the full name; to search for payers with a name, that starts with or matches completely, the typed text.

    Email

    Type in the beginning of; or the full Email to search for payers with an Email, that starts with or matches completely, the typed text.

    Region

    Select the Region; from the list of regions by clicking on the arrow on the right of the selector to select payers from a specific region. The option National means that the payer is common for all regions. Note: The list will only be filled with the regions assigned to the current logged in user and with the option National. All nationwide payers and all regional payers relating to the selected region will be found. If no district is selected then also all district payers for districts belonging to the selected region will be found.

    District

    Select the district; from the list of districts by clicking on the arrow on the right of the selector to select payers from a specific district. Note: The list will only be filled with the districts belonging to the selected region and assigned to the currently logged in user. If this is only one then the district will be automatically selected

    Phone Number

    Type in the beginning of; or the full Phone Number to search for payers with a Phone Number, that starts with or matches completely, the typed number.

    Type

    Select the Type; from the list of types of payers by clicking on the arrow on the right of the selector to select payers of specific type.

    Historical

    Click on Historical to see historical records matching the selected criteria. Historical records are displayed in the result with a line through the middle of the text (strikethrough) to clearly define them from current records (Img. 101).

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    Img. 101 Historical records - Result Panel

    Search Button

    Once the criteria have been entered, use the search button to filter the records, the results will appear in the result panel.

  2. Result Panel

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    Img. 102 Selected record (blue), hovered records (yellow) - Result Panel

    The result panel displays a list of all payers found, matching the selected criteria in the search panel. The currently selected record is highlighted with light blue, while hovering over records changes the highlight to yellow (Img. 102). The leftmost record contains a hyperlink which if clicked, re-directs the user to the actual record for detailed viewing if it is a historical record or editing if it is the current record.

    A maximum of 15 records are displayed at one time, further records can be viewed by navigating through the pages using the page selector at the bottom of the result Panel (Img. 103).

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    Img. 103 Page selector- Result Panel

  3. Button Panel

    With exception of the Cancel button, which re-directs to the Home Page, the button panel (the buttons Edit and Delete) is used in conjunction with the current selected record (highlighted with blue). The user should first select a record by clicking on any position of the record except the leftmost hyperlink, and then click on the button.

  4. Information Panel

    The Information Panel is used to display messages back to the user. Messages will occur once a payer has been added, updated or deleted or if there was an error at any time during the process of these actions.

Payer Page

  1. Data Entry

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    Img. 104 Payer Page

    Type

    Select the type of the payer from the list by clicking on the arrow on the right hand side of the lookup. Mandatory.

    Name

    Enter the name for the payer. Mandatory, 100 characters maximum.

    Address

    Enter address of the payer. Mandatory, 100 characters maximum.

    Phone Number

    Enter the phone number for the payer. 50 characters maximum.

    Fax

    Enter the fax number for the payer. 50 characters maximum.

    Email

    Enter the email for the payer. 50 characters maximum.

    Region

    Select the Region; from the list of regions by clicking on the arrow on the right of the selector to enter the region to which the payer belongs. The region National means that the payer is common for all regions. Note: The list will only be filled with the regions assigned to the current logged in user and with the option National. Mandatory.

    District

    Select the district to which the payer belongs, from the list by clicking on the arrow on the right hand side of the lookup. Note: The list will only be filled with the districts assigned to the selected region and currently logged in user. If this is only one then the district will be automatically selected. It is not mandatory to enter a district. Not selecting a district will mean the payer operates in all districts of the region or nationwide if the region National is selected.

  2. Saving

    Once all mandatory data is entered, clicking on the Save button will save the record. The user will be re-directed back to the Payer Control Page, with the newly saved record displayed and selected in the result panel. A message confirming that the payer has been saved will appear on the Information Panel.

  3. Mandatory data

    If mandatory data is not entered at the time the user clicks the Save button, a message will appear in the Information Panel, and the data field will take the focus (by an asterisk on the right of the corresponding data field).

  4. Cancel

    By clicking on the Cancel button, the user will be re-directed to the Payer Control Page.

Adding a Payer

Click on the Add button to re-direct to the Payer Page.

When the page opens all entry fields are empty. See the Payer Page for information on the data entry and mandatory fields.

Editing a Payer

Click on the Edit button to re-direct to the Payer Page.

The page will open with the current information loaded into the data entry fields. See the Payer Page for information on the data entry and mandatory fields.

Deleting a Payer

Click on the Delete button to delete the currently selected record.

Before deleting a confirmation popup (Img. 105) is displayed, which requires the user to confirm if the action should really be carried out?

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Img. 105 Delete confirmation- Button Panel

When a payer is deleted, all records retaining to the deleted payer will still be available by selecting historical records.