To select a person, select Person List from the sub-menu on the left.
The following screen will be displayed.
This screen displays a list of all persons currently on the system. The following details are displayed:
- Ext Code (External Code)
- Surname
- Initials
- Date of Birth
- Identity Number
- Action
You can search for specific persons by selecting any of the following criteria or a combination thereof:
- Ext Code (External Code)
- Surname
- Initials
- Date of Birth
- Identity Number
For more information, refer to Searching for Records under Reports
To add a person as a Policyholder for the selected scheme, click the hyperlinked Add New Policy alongside the required person.
The Policyholder Details screen will be displayed.
The Policyholder Details screen will be pre-populated with the following person data, if available:
- Surname
- First Name(s)
- Title
- Initials
- Date of Birth
- Identity Number
If there is an existing Natural Person record with the same Surname, Initials and Date of Birth, the system will display a message to indicate that it is a potential duplicate and provide the option to link the Membership to the existing Natural Person record.
Capture details as described under New Policyholder Details above.
Click SAVE to save the data captured. To clear the fields of any data captured, click RESET. This must be done before the record is saved.