This report displays a list of all pre-screening reminder that have been sent.
From the Underwriting menu, click alongside Pre-Screening Reminder Sent. Additional options will be displayed.
To create a new Pre-Screening Reminder Sent report, select New from the sub-menu on the left. The Pre-Screening Reminders Sent screen will be displayed.
Capture data as follows:
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From Date |
The start date of the reporting period.
If no date is captured, the system will use the earliest date. |
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To Date |
The date up to which reporting must take place.
If no date is captured, the system will default to the current date. |
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The e-mail address of the person who must be notified that the report is available. |
Click GENERATE REPORT.
A message will indicate once the job has been successfully submitted, and an e-mail will be sent to the designated person.
The system will find the Memberships with a Service Requests with a Process of PRE-BENEFIT SCREENING and for which the Activity Name is currently FOLLOW UP MEDICAL FORM i.e. the Activity Status is not COMPLETED.
For each Membership, the system will find the Service Requests with an Activity Name of FOLLOW UP MEDICAL FORM and with a Timestamp less than or equal to the Effective Date.
The system will count the number of records found for the same Membership including the current record and extract the following information:
- Membership Reference Number
- Surname
- Initials
- Number of reminders
- Date of last reminder (Timestamp of current Service Request)
The report will be created with the information above and the following information in the heading:
- Report Name
- Scheme Code and Name
- Effective Date