Admin/Recon Style!
what are the three billing styles?
how can users create an additional Billing Group version?
In Billing Group Details>>Gear Icon>>Change
how do users create a new policy version?
select 'New Policy Version' from the policy version level gear icon
Which batches can terminate a billing group?
Lapse batch, Termination Batch
Where can users view generated paper bill docs?
1. Group/Member>>CRM>>Documents
2. Invoice>>View Bill pop
what is one functional difference between Self Admin & List Admin?
Self Admin bills by component while List bills by member
Self Admin allows the end user to populate their estimated premiums while List Admin calculates premium due
Self Admin does not use adjustments
what billing style do direct billing groups use?
in R3, direct billing groups use Group recon
in R1 & R2, direct billing groups use Member recon
what causes the policy version number to change by 1.00 instead of 0.10?
selecting 'add new version' instead of 'updating existing version'
what workflow does the Auto Apply Payment batch trigger when unable to apply a payment?
premium-payment workflow
Name at least 2 letters generated by the Lapse batch
Cert Holder Policy Term letter
Parent Policy Term Letter
Ported Member Premium Reminder letter
Broker Past Due Letter
Portability Lapse/Term letter
Past Due Premium - Group
Term Due to Non Payment
Policy Term Notice Letter
which two products can be billed using any billing style?
CI, Accident
what is the purpose of Final Statement functionality?
Final Statement functionality allows users to retroactively bill adjustments effective while Billing Group was still active & continue to bill outstanding balances
when is the Enrollment File Import batch needed?
when a parameter that may affect enrollment eligibility is updated (eg class minimum hours)
name at least 3 batches included in the Late Billing Jobflow
Generate Premium Bill Batch
Sweep Process Batch
Schedule Payments Batch
Auto Apply Payment Batch
[Doc] - Generate Bills Batch
Generate Member Rebill
How many paper bill doc template styles exist?
bonus 100 points if you can name all of them
six: group/member recon, self admin, direct bill, group recon - no volume, group recon - with volume, group recon - deduction processing
what is one functional difference between group recon & member recon?
Member recon uses allocations while Group recon does not
Group recon includes an Adjustments tab while Member recon does not
Which values are used in LFG's fee calculation?
Fee Rate &/or interface provided value
how is the Enrollment File created in policy versioning scenarios?
if a qualifying parameter is changed in the new policy version, running the Enrollment File Import batch will create a pre populated Enrollment File.
what are the four phases of the auto apply payment batch?
phase 1: always alloc to latest invoice
phase 2: pending payments
phase 3: open distributions
phase 4: no distributions
how is the Reinstatement letter generated?
the letter is generated by a step in the Reinstatement workflow
what is the difference between group recon & member recon adjustments?
Group recon adjustments are always included in next invoice on invoice>>adjustments tab & are created by generating next invoice.
Member recon adjustments are only generated on clicking 'Bill Adjustment' button & either add new line items to an invoice or update the Revised Billed value.
what is the full process for adding net commissions to an invoice?
1. Ensure policy has a TPA in commissions set up
2. On a self admin bg, set Links To=TPA & select TPA
3. Set Net commissions=TRUE
4. On resulting invoice, populate Net Commissions and save.
5. Allocate newly added combined credit
what information is included in the Policy Version Details pop & what populates the pop?
Policy Amend Coverage Update batch populates pop
Pop includes status of all coverages, claims & continuations under updated policy as well as a summary of completed processes.
how does the reinstatement batch know the difference between coverages terminated by a user and coverages terminated by the termination batch?
process_id field in the db
how are credit adjustments & associated credits displayed in the List - Member paper bill?
credit adjustments are excluded from paper bill doc entirely. suspense credits are displayed in prior period balance & term credits are displayed as invoice credits