Summary
Health Plan Renewals is an Admin tool for Health Pans that allows you to set what happens at the end of a Patient’s HCP.
This screen can be accessed via the Health Care Screen.
Details
View Expiring Plans
Navigate to Administration > Health Care > Renewals
Use the filters options to generate a list of clients. The available filters are:
Show renewals due in the next ‘x’ Months = Select which plans expire in the next ‘X’ months.
Include Overdue Plans = Tick this box if you want to also include plans that have expired.
Status = Filter by Renewal Status (All, Not Auto, Pending or Error). In the event of ‘Error’ please contact MWI Technology Support for assistance.
Selecting Multiple Plans to End/Renew
- Select the required filters but always select by plan, and status “Not Auto”, recommended. Now select the “Select All” button which puts a tick in all plans within the “selected plan). Select “Assign Action”.
- The Auto Action window will display.
- Tick 'Auto Action this plan'.
- Select 'Auto-Renew' and select a plan to renew onto from the drop down list.
- Select 'Write Off Debt Balance'.
- Select 'OK' to save. The plans will renew to the specified plan once expired.
NB Always remember to periodically tick the “Include Overdue Plans” box just in case there have been any errors in the automatic renewal procedure.
Export as CSV
It is possible to export the renewals list as a CSV using the button provided.
