Benefit Payment Update Type: Notes (FLEX)

Provides for the recording of miscellaneous notes relating to the member.

From the JU8CN Benefit Payment Process screen, highlight NOTES then click PROCESS.

The JV0AA Maintain Notation screen will be displayed, showing notes previously captured (if any).

To add new notes, click NEW. The JV0AA Maintain Notation screen will be displayed.

The system will display the details for the following fields for the member selected:

Surname

Initials

First Name

Scheme

Reference No

Cellphone No

Capture data as follows:

Header	A short description of the note. Note: To ensure that notes are displayed in the Claim Tracking Report, the note must be named exactly the same as the Benefit Payment Update Type that it applies to. For more information, refer to Claims Tracking Report below.
Date	The date on which the note is captured.
Follow-up Date	The date on which the note must be followed up with the member or Client.
Type	The type of note that is being captured. Select a value from the drop-down list. Examples: Benefit Letter, Email, Flexible Letter, Call Centre Enquiry, SMS or Tax Directive, etc.
Response Date	The date on which a response was received from the member or Client.
Purpose	The general purpose of the note. Select a value from the drop-down list. Examples: Inbound, Information, Internal or Outbound. Note: The note will not be displayed on the Report to the Employer if a value of Internal is selected.
Source	The source of the note. Select a value from the drop-down list. Examples: Bulk Load, External, Letter, Phone Call etc.
Status	The status of the note. Select a value from the drop-down list. Values are currently: Completed, Outstanding, Pending or Referred to Back Office
Text input area	Provide the relevant free-form text.

ClickOK.

The JV0AA Maintain Notation screen will be re-displayed. The short description will appear as the HEADER.

Claims Tracking Report

Any text captured in a note that has been created for a Benefit Payment Update Type displayed in the following table, will be displayed on the Claims Tracking Report if the text in the Heading field on the Note matches one of the Note Headings listed in the table below.

BENEFIT PAYMENT UPDATE TYPE	NOTE HEADING
PAYMENT DETAILS	PAYMENT ALLOCATION
DEATH	COVER or RISK DEATH DECISION
DISABILITY	COVER or RISK DISABILITY DECISION
TAX DIR REQUEST	TAX DIR REQUEST
TAX DIRECTIVE	TAX
BENEFIT PAYABLE	BENEFIT PAYMENT

For more refer to

Reports

Exits

Claims Tracking

Notes entered for a member do not pertain to a specific benefit request, but will remain associated to that member, even if the exit is subsequently cancelled. When notes are viewed during the claims tracking process, all notes captured for the member will be displayed.

Refer to

Reports

Exits

Refer to

Product Launch Requirements

Additional Menu Options

Notes

Refer to

Processes

Benefits

Capturing of Exit Notifications

Processing New Claims (Flexible Benefit Rules)

Claim Enquiry

Notes that are no longer required can be deleted.

Note:

Comments captured on the specific screens during the death and disability process apply to the applicable benefit request only.

For more information regarding the notes facility, refer to

Product Launch Requirements

Additional Menu Options

Notes

Return to the JU8CN Benefit Payment Process screen, then click CLOSE to close this update type.