|
|
|
|
|
|
Select the “Apply for Reimbursement” link from the left pane.
The "Apply for Reimbursement " page appears.
The system displays the following.
|
Date Format |
The date format applicable to the login user. |
To enter claims for an employee or dependent
Enter the following.
|
Reimbursement Claim Unit |
Select the reimbursement claim unit in which you must apply for reimbursement. |
|
Employee |
The unique code and name of the employee who applied for reimbursement. |
|
|
Help facility available |
|
Claim ID |
A unique number / ID, to identify all the reimbursement claims. |
|
|
Help facility available |
|
Payment To |
From the drop-down list box, select any one of the following options § “Self” indicates that the reimbursement amount will be paid to the employee. § “Employee Partial” indicates that the reimbursement amount will be paid partially to the provider and employee. § “Third Party” indicates that the reimbursement amount will be paid partially to the provider and employee. |
|
Claim Date |
The date on which you apply for reimbursement. |
|
Reimbursement Group |
From the drop-down list box, select the reimbursement group to which the item belongs. If you need to claim for independent items, select a reimbursement group with prefix OTH followed by the calendar code. |
The system displays the following if the reimbursement is applied for a group.
|
Group Opening Balance |
The opening balance of the reimbursement group, which is the amount that is carried forward from the previous Reimbursement Calendar and the amount that can be availed in the current year. |
|
Total Balance |
The total balance amount of the reimbursement item, which the employee can claim. This will be the sum of the following § The opening balance § The difference between the quantity/amount for which the employee is eligible in the current reimbursement calendar and the total quantity/amount availed for the current year. |
|
Claims Pending (for authorization) |
The sum of the claim amount in a group that is pending for authorization. |
Enter the following fields in the multiline.
|
Reimbursement Item |
From the drop-down list box, select the reimbursement item. |
|
Claim For |
The system loads the values upon selecting the reimbursement item. From the drop-down list box, select the name of the dependant for whom you are applying for reimbursement. If the claim has to be applied for the employee himself, you must select the option “Self”. |
The system displays the following in the multiline, if you had chosen the name of a dependent in the “Claim For” field
|
Family Member Code |
The code identifying the family member. |
|
Family Member's Name |
The name of the family member. |
|
Relationship |
The relationship of the dependent to the employee, if the bill was claimed for a dependent of the employee |
Enter the following in the multiline.
|
Bill No |
The unique number of the bill submitted for reimbursement. |
|
Visit Date |
The date on which the expenses were incurred as specified in the bill. |
|
Clinic Name |
The name of the clinic. |
|
Bill Value |
The amount specified in the bill submitted for reimbursement. |
|
Claim Value |
The amount that is claimed as reimbursement. |
|
Exception |
From the drop-down list box, select any one of the following options § “Yes,” indicates that the amount can be reimbursed without the bills. § “No” indicates that the amount can only be reimbursed with the bills |
|
Comments |
The reason pertaining to the exception if the exception value is set to “Yes”. |
|
Exception Amount |
The claim amount for which the bills are not required. |
|
Bill Payment Required |
From the drop-down list box, select any one of the following options § “Yes,” indicates that the bill payment is required. § “No” indicates that the bill payment is not required. |
|
Cost Center Code |
The unique code of the cost center. |
The system displays the following.
|
Reimbursable Amount |
The reimbursable amount payable to the employee. |
|
Quantity/Amount |
The system displays whether the reimbursement against the specific item must be granted in “quantity” or “amount “. This value varies depending on the creation of reimbursement item in the “Reimbursement Setup” component. |
|
Limit per Claim |
The maximum amount that can be claimed at one instance as defined in the creation of reimbursement item in the “Reimbursement Setup” component. |
|
Balance |
The balance amount that has not been availed and can be claimed by the employee. |
|
Amount Pending for authorization |
Indicates the claim amount, which is pending for authorization. |
|
Eligibility Nature |
The system displays any one of the following options based on the eligibility nature defined in the “Create Reimbursement Item” in the Reimbursement Setup component. § "Separate for Employee and Separate for Dependents": This implies that the eligibility limit defined will be separately applicable for each dependant and the employee. § “Common for Dependents”: This implies that the eligibility limit defined will be applicable for all the dependents § “Separate for Dependents”: This implies that the eligibility limit defined will be applicable for each dependent separately. § “Common for All“: This implies that the eligibility limit defined will be applicable for all the dependants and the employee. § "Separate for employee and Common for dependent”: This implies that the eligibility limit defined will be separately applicable for the employee. Also the limit defined will be applicable for the dependents § "Self “. This implies that the eligibility limit will be separately applicable for the employee |
|
Payment Mode |
The system displays any one of following mode of payments for reimbursement. § Payroll § Cheque § Cash |
|
Authorized Amount |
The claim amount that has been authorized. |
|
Attach Document |
Any document to be attached for reimbursement claim. |
Check the "Select" box in the multiline record that contains the bill number to be claimed.
Select the “Compute Total Claim Value” pushbutton, to compute the total amount that the employee can claim for the bill.“
The system displays the following.
|
Co-Payment Amount |
The amount that the employee contributes for reimbursement will be computed based on the Co-payment mount recorded in the “Maintain Reimbursement Eligibility” page in the “Create Reimbursement Item” activity of the Reimbursement Setup” component. |
|
Total Claim Amount |
The total amount of all the bills or claims submitted. |
The system displays the following in the multiline.
|
Sanction Amount |
The actual amount sanctioned for the Claim ID This is computed based on the Sanction % defined in the “Create Reimbursement Item”of the “Reimbursement Setup” component. . |
Select the “Save” pushbutton, to save the draft of the “Enter Employee Claim” form.
The system displays the status as “Draft”.
Select the “Submit“ pushbutton, to submit the claim.
The system displays the following
|
Employee Medical Scheme |
The system displays the medical scheme of the employee. |
|
Employee Ward Class |
The system displays the ward class of the employee. |
|
Status |
The system displays the status of the claim application as “Pending for Authorization”. |
|
Pending With |
The system displays the name of the employee who is the authorizer for the reimbursement claim applications. |
To enter claims for a previous reimbursement calendar year
Enter the date of the previous year in which the expenses were incurred/the bill is dated, in the “Claim Date” field in the header
Enter the remaining fields as described in the section To enter claims for an employee or dependent
Note: Ensure that the previous calendar year is not closed. This calendar year is either closed automatically during the processing of year-end balances or manually closed.
To edit the reimbursement claim application
From the drop-down list box, select the reimbursement claim unit.
Select the employee code and Claim ID using the help facility.
Select the “Get Details” pushbutton.
The system will retrieve the reimbursement details pertaining to the claim ID in the multiline.
Edit the required details.
Note: You cannot edit the claim application that are of authorized and pending for authorization statuses.
Click the Submit pushbutton.
To delete the reimbursement claim application
From the drop-down list box, select the reimbursement claim unit.
Select the employee code and Claim ID using the help facility.
Select the “Get Details” pushbutton.
The system will retrieve the reimbursement details pertaining to the claim ID in the multiline
Select the box corresponding to the reimbursement item in the “Claim details” multiline to be deleted.
Click the “Delete” pushbutton to delete the reimbursement application.
Note: You cannot delete the claim application that are of authorized and pending for authorization statuses.
6 Hyperlinked topics below
Use this page to enter /edit/view the reimbursement claims for employees or their dependents, and compute the total claim value.