Policy¶
Table of Contents
Find Policy¶
Access to the Find Policy Page
is restricted to users with the role system roles of Accountant, Clerk or Health Facility Receptionist or with a role including an access to Insurees and Families/Policy/Search.
Pre-conditions¶
Need to enquire on, or edit a policy, and the family/group, insurees and contributions associated.
Page¶
The Find Policy Page
is the first step in the process of finding a policy and thereafter accessing the
Family Overview Page of insurees, policies and contributions. This initial page can be
used to search for specific policies or groups of policies based on specific criteria. The panel is divided into two
main panels (Img. 143)
Search Panel¶
The Search Panel allows a user to select specific criteria to minimise the search results. In the case of policies the following search options are available which can be used alone or in combination with each other.
- Region
- Select the
Region
; from the list of regions by clicking on the arrow on the right of the selector to select policies from a specific region. Note: The list will only be filled with the regions assigned to the current logged in user. If this is only one then the region will be automatically selected. - District
- Select the
District
; from the list of districts by clicking on the arrow on the right of the selector to select policies for families/groups residing in a specific district. Note: The list will only be filled with the districts belonging to the selected region and assigned to the current logged in user. If this is only one then the district will be automatically selected. - Product
- Select the
Product
; from the list of products by clicking on the arrow on the right of the selector, to select policies for a specific product. - Enrolment Officer
- Select the
Enrolment Officer
; from the list of enrolment officers by clicking on the arrow on the right of the selector, to select policies related to a specific enrolment officer. - Enrolment Date From
- Use the date selector to enter the
Enrolment Date From
to search for policies with anEnrolment Date
equal or later than the specified date. - Enrolment Date To
- Use the date selector to enter the
Enrolment Date to
to search for policies with anEnrolment Date
equal or earlier than the specified date. - Start Date From
- Use the date selector to enter the
Start Date From
to search for policies with aStart Date
equal or later than the specified date. - Start Date To
- Use the date selector to enter the
Start Date to
to search for policies with aStart Date
equal or earlier than the specified date. - Effective Date From
- Use the date selector to enter the
Effective Date From
to search for policies with anEffective Date
equal or later than the specified date. - Effective Date To
- Use the date selector to enter the
Effective Date To
to search for policies with anEffective Date To
equal or earlier than the specified date. - Expiry Date From
- Use the date selector to enter the
Expiry Date From
to search for policies with anExpiry Date
equal or later then the specified date. - Expiry Date To
- Use the date selector to enter the
Expiry Date To
to search for policies with anExpiry Date
equal or earlier then the specified date. - Policy Type
- Select whether new policies [New Policy] or renewed policies [Renewal] should be searched for.
- Policy Status
Select the
Policy Status
; from the list of policy statuses by clicking on the arrow on the right of the selector, to select policies for a specific policy status.A policy can have the following statuses:
- Idle (Policy data entered but policy not yet activated)
- Active (Policy partially or fully paid and made active)
- Suspended (Policy was not fully paid for within the grace period)
- Expired (Policy is not active anymore as the insurance period elapsed)
- Balance
Types in a positive
Balance
to search for policies with a balance equal or greater than the typed amount. For example if 0 (zero) is entered, all policies with a balance, will be displayed. If 1,000 is entered, then only policies with a balance equal to or greater than 1,000 will be displayed.The balance is the difference between the policy value and total of contributions paid. For the policy
- Only with inactive insurees
- Check the box to select only policies for families/groups with insurees which are non-active (not covered) despite the policy of their family/group is active. The reason may be addition of a new insuree (member) to the family/group with an active policy without adequate payment of additional contributions or because the maximum number of members in the family/group exceeds the maximum number determined by the insurance product of the policy.
- Show historical
Click on
Historical
to see historical records matching the selected criteria. Historical records are displayed in grey to define them from current records (Img. 144) and do not have action buttons.
Result Panel¶
The Result Panel displays a list of all policies found, matching the selected criteria in the search panel. The currently selected record is highlighted (Img. 145). On the right are the available action buttons. One can also double-click on the row to view the policy details.
Policy Page¶
Family Details¶
Summary of the family concerned by this policy.
Policy Details¶
- Enrolment Date
- Enter the enrolment date for the policy. Mandatory. Note: You can also use the button next to the enrolment date field to select a date to be entered.
- Effective Date
- The effective date for the policy is calculated automatically later on. The effective date is the maximum of the start date and the date when the last contribution was paid or when the user enforced activation of the policy.
- Start Date
- The start date for the policy is calculated automatically. Either it is the enrolment date plus the administration period of the insurance product associated with the policy for free enrolment (without cycles) or it is a cycle start date determined according to enrolment date and the administration period for enrolment in fixed cycles. The start date may be modified by the user.
- Expiry Date
- The expiry date for the policy is calculated automatically. When entering a new policy, the expiry date is the start date plus the insurance period of the insurance product associated with the policy for free enrolment or the cycle start date plus the insurance period for enrolment in fixed cycles.
- Product
- Select from the list of available products the product of the policy. Mandatory.
- Enrolment Officer
- Select from the list of available enrolment officers the enrolment officer related to the policy. Mandatory
Policy Values¶
- Value
- Value
- Contributions paid
- Amount of contribution paid
- Balance
- Balance
- Deductible
- Deductible amounts for the categories: General, In-Patient and Out-Patient
- Remunerated Health Care
- Remunerated amounts for the categories: General, In-Patient and Out-Patient
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 Family Overview Page, with the newly saved record displayed and selected in the result panel.
Adding a Policy¶
To create a new policy for a family that doesn’t have any yet, head over to the Family Page and in the policies section, use the plus sign on the top right.
Renewing a Policy¶
Click on the renewal arrows
to go to the Policy Page.
The page will open with the current information loaded into the data entry fields. See the Policy Page for information on the data entry and mandatory fields.
Pausing a Policy¶
Click on the pause symbol
to get a confirmation dialog and pause the corresponding policy.
Deleting a Policy¶
Click on the trashcan icon
to delete the currently selected policy.
Before deleting of a policy, all contributions of the policy should be deleted. Before deleting a confirmation popup (Img. 149) is displayed, which requires the user to confirm if the action should really be carried out.
When a policy is deleted, all records retaining to the deleted policy will still be available by selecting historical records.