Using AR Student Health Insurance

Transcription

1 Using AR Georgia Enhanced Banner Student and Financial Aid Systems User Documentation Version 8.30 March 2014

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3 Using Georgia Enhancements Table of Contents Introduction... 1 Purpose... 1 Target Audience... 1 Purpose and Scope of Document... 1 Graphics... 1 References... 1 Support... 2 AR Forms and Processes Reference... 3 Overview... 3 Process Flow... 3 Description... 3 Timeframe... 3 Process Flow Overview I. Setting Up Codes and Rules... 4 II. Creating a Submission File... 5 Parameters for ZSRSHIR... 6 Sample Files... 6 III. Loading Exemption Data... 9 Parameters for ZSRHIEL Appendix A: Document History... A-1 Appendix B: Process Flow... B-1 Page iii March 2014

4 Using Georgia Enhancements This page left blank to facilitate front/back printing. Page iv March 2014

5 Using Introduction Purpose Target Audience Purpose and Scope of Document Graphics Using AR The Georgia Banner Enhanced Student and Financial Aid Student Health Insurance is used to produce a submission file that will be submitted to the USG approved Health Insurance provider. Charges are placed on the student account at the time the student enrolls at the institution. These charges are based on the assignment of the student health insurance attribute code and fee assessment rules for the term enrolled. It also provides the ability to load waiver/exemption records from the USG approved Health Insurance provider when the student can provide proof of an approved health insurance. Health Services and Business Officers This document explains how to process. This module includes the following topics: Setting Up Codes and Rules Creating a Submission File Loading Exemption Records Graphic cues used in this document assist with labeling of steps and items that are particularly important. Steps for recovery or support. For additional information, see references. Exercise caution. Warning: an error here is critical. References For information about the baseline product, see Using SGHE Banner User Manual for Accounts Receivable. Page 1 March 2014

6 Using Support For additional ITS resources and support, contact the ITS Helpdesk: Web support request self-service: For emergency, business interruptions, or production down situations, call the ITS Helpdesk immediately Toll free within Georgia: Page 2 March 2014

7 Using AR Forms and Processes Reference Overview Use the following forms: Descriptive Title Detail Code Control Form Exemptions Form Use the following processes: Descriptive Title Extraction Exemption Load Name ZSADETC TSAEXPT Name ZSRSHIR ZSRHIEL Process Flow Description Timeframe The module provides the user with the ability to create an extract file for submission to the USG approved Health Insurance provider of participants in the mandatory health insurance plan. Users are also provided the ability to load waiver/exemption data into the Exemptions form (TSAEXPT) for the purposes of waiving charges for participants that provide documentation of approved insurance plans other than the USG approved Health Insurance provider. Students are charged the approved rate based on assigned attributes and fee assessment rules described in the Fee Assessment section of this document. Files are submitted to the USG approved Health Insurance provider throughout the term, specifically when changes occur. The waiver/exemption file is received when other insurance providers are approved by the USG approved Health Insurance provider. Student Health Insurance Process Flow Overview Complete the following steps to set up and maintain student health insurance within the Banner Accounts Receivable module. I. Set Up Codes and Rules 1. Create detail codes ZSADETC 2. Create exemption codes TSAEXPT II. Create submission file Create submission file III. Load exemption data Load exemption records ZSRSHIR ZSRHIEL Page 3 March 2014

8 Using Introduction I. Setting Up Codes and Rules requires codes and rules to process exemptions/waivers when a file is received from the USG approved Health Insurance provider. 1. Create detail codes (ZSADETC) Create a detail code for the student health insurance exemption/waiver. 2. Create fee exemption codes (TSAEXPT) Create an exemption code to use when exemptions/waivers are received from the USG approved Health Insurance provider. The exemption code and associated rules are established in the Exemptions form (TSAEXPT). Students will be assigned to the exemption code when the load process is successfully executed. Page 4 March 2014

9 Using Rules are established for the Account Level, Category Code Level, or Detail Code Level. This illustration below is for rules at the Detail Code Level. II. Introduction Execute ZSRSHIR Caution Creating a Submission File The Extraction process (ZSRSHIR) is used to create a file to be submitted to the USG approved Health Insurance provider. The file contains specific information requested by the USG approved Health Insurance provider. The file will only include those participants in the mandatory insurance plan. The ZSRSHIR process creates the submission file for submission to the USG approved Health Insurance provider. The process will create the file based on the charges associated with the student account. Additional required information will be included in the file based on the file layout provided by the USG approved Health Insurance provider. The effective date and termination date are defined by the USG approved Health Insurance provider. These dates indicate the length of coverage for the student enrolled in the mandatory student health insurance plan. The institutional representative may contact the USG approved Health Insurance provider to obtain these dates. Institutional users should contact the USG approved Health Insurance provider to determine the process to submit the file created. Additional information about the student health insurance attribute codes and charges can be obtained from the Georgia Enhancements Using Fee Assessment documentation. The parameters displayed in the Job Submission form (GJAPCTL) are as follows. The parameter number, name, requirement, and description Page 5 March 2014

10 Using Parameters for ZSRSHIR are provided to assist you when entering the parameter values. No Name Required? Description/Instructions Default Values 01 Term Code Yes Enter the term code the students will be selected from for the submission file. 02 Address Yes Enter the address type hierarchy. 1MA Hierarchy 03 Address Yes Enter the date for selection of address type entered. Sysdate Selection Date 04 Address Yes Enter the address type hierarchy. 1EE Hierarchy 05 Address Selection Date Yes Enter the date used for selecting the valid address. Sysdate 06 Charge Type Detail Code Yes Enter the detail code created to place charges on the student account. 07 Policy Number Yes Enter the institution insurance policy number. 08 Period Code Yes Enter F- for Fall, J- for Spring/Summer, s- for Summer. 09 Institution Name Yes Enter insurance vendor institution name or accept Banner default. GUAINST Name Sample Files Samples of the zsrshir.log, zsrshir.lis, and zsrshir.txt files follow. Sample zsrshir.log Page 6 March 2014

11 Using Sample zsrshir.lis Page 7 March 2014

12 Using Sample zsrshir.csv Note: This file has been compressed for the purposes of this document. Page 8 March 2014

13 Using Introduction III. Execute ZSRHIEL Loading Exemption Data The Load process (ZSRHIEL) allows users to assign students listed in the USG approved Health Insurance provider waiver/exemption file to an exemption code in Banner. The ZSRHIEL process assigns student ID numbers in the Exemptions form (TSAEXPT) based on the waiver file provided by the USG approved Health Insurance provider. First the process will match based on ID number. Then it matches last name, first 3 letters of the first name, and the date of birth for the individual. The user enters the exemption code as a parameter and the process will assign each student in the file to the exemption code for the term specified. The process will update records existing in TSAEXPT for the exemption that have a Deleted status to null if the student is included in the.csv file received from the USG approved Health Insurance provider. Caution Warning The file must be placed in the $DATA_HOME/arsys directory before executing ZSRHIEL. An error report generates for students whose pidms were not matched in your institution s Banner database and students who already have an exemption code in Banner for the current term used for processing. Page 9 March 2014

14 Using Parameters for ZSRHIEL No Name Required Description/Instructions 01 Run Mode Yes Enter A for audit mode or U for update mode. A 02 Term Code Yes Enter the term you wish to assign to the exemption. 03 Exemption Code Yes Enter the exemption code the students in the waiver file will be assigned. 04 Input File Name Yes Enter the exemption file name. Default Values Sample Files Sample zsrhiel.log Sample zsrhiel.lis Page 1 lists students with no errors encountered during processing. The list includes the Banner ID, Input ID, Input DOB, Banner Name and Input File Name. The error listing follows the processed records on page 2. The list includes the Banner ID, Input ID, Input DOB and Input File Name with the error message. Page 10 March 2014

15 Using Example of page 2 with a different error message: Page 11 March 2014

16 Using The control report on page 3 lists the parameters entered at run time as well as the records processed, records with errors, and the total number of records in the file. Page 12 March 2014

17 Using Appendix A: Document History This section details the history of the document and updates made for each modification. Release and Date Form/Process Page Update Description Georgia Enhancements 8.0 March 31, 2010 Georgia Enhancements 8.19 February 28, 2013 March 28, 2014 All All Update screen shots and process flow for V8 release Update screen shots and parameters. All Update screen shots pages 4 through 10. Update parameter list on page 6. Update text information on pages 9 and 10. Page A-1 March 2014

18 Using Office of Information and Instructional Technology Appendix B: Process Flow Page B-1 March 2014