Using AR Student Health Insurance - Usg.edu

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Using AR Student Health InsuranceGeorgia Enhanced Banner Student andFinancial Aid Systems User DocumentationOffice of Information andInstructional TechnologyDecember 2007

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Using Student Health InsuranceGeorgia EnhancementsOffice of Informationand Instructional Technology 7.10Table of ContentsIntroduction.1Purpose . 1Target Audience. 1Purpose and Scope of Document. 1Graphics. 1References. 1Support. 1AR Student Health Insurance Forms and Processes Reference .2Overview . 2Student Health Insurance Process Flow.2Description . 2Timeframe . 2Student Health Insurance Process Flow Overview . 2Student Health Insurance.3I. Setting Up Codes and Rules .3Introduction . 31. Create detail codes (ZSADETC) . 32. Create fee exemption codes (TSAEXPT) . 3II.Creating a Submission File.4Introduction . 4Execute ZSRSHIR . 4Parameters for ZSRSHIR. 5Sample Files . 5III.Loading Exemption Data.7Introduction . 7Execute ZSRHIEL . 7Parameters for ZSRHIEL . 7Appendix A: Document History.1Georgia Enhancements User Documentation 7.10Student Health InsurancePage iiiDecember 2007

Using Student Health InsuranceGeorgia EnhancementsOffice of Informationand Instructional Technology 7.10This page left blank to facilitate front/back printing.Georgia Enhancements User Documentation 7.10Student Health InsurancePage ivDecember 2007

Using Student Health InsuranceGeorgia EnhancementsOffice of Informationand Instructional TechnologyUsing AR Student Health InsuranceIntroductionPurposeThe Georgia Banner Enhanced Student and Financial Aid StudentHealth Insurance is used to produce a submission file that will besubmitted to Pearce & Pearce (the USG approved Health Insuranceprovider). It also provides the ability to load waiver/exemption recordsfrom Pearce & Pearce when the student can provide proof of anapproved health insurance.Target AudienceHealth Services and Business OfficersPurpose and Scopeof DocumentThis document explains how to process Student Health Insurance.This module includes the following topics: Setting Up Codes and Rules Creating a Submission File Loading Exemption RecordsGraphicsGraphic cues used in this document assist with labeling of steps anditems that are particularly important.Steps for recovery or support.For additional information, see references.Exercise caution.Warning: an error here is critical.ReferencesFor information about the baseline product, see Using SGHE BannerUser Manual for Accounts Receivable.SupportFor additional OIIT resources and support, contact the OIIT Helpdesk: Web support request self-service:http://www.usg.edu/customer servicesE-mail: Helpdesk@usg.eduFor emergency, business interruptions, or production down situations,call the OIIT Helpdesk immediately 706-583-2001Toll free within Georgia: 1-888-875-369Georgia Enhancements User DocumentationStudent Health InsurancePage 1December 2007

Using Student Health InsuranceGeorgia EnhancementsOffice of Informationand Instructional TechnologyAR Student Health Insurance Forms and Processes ReferenceOverviewUse the following forms:Descriptive TitleNameDetail Code Control FormZSADETCExemptions FormTSAEXPTUse the following processes:Descriptive TitleNameStudent Health Insurance ExtractionZSRSHIRStudent Health Insurance Exemption LoadZSRHIELStudent Health Insurance Process FlowDescriptionThe Student Health Insurance module provides the user with the ability tocreate an extract file for submission to Pearce & Pearce, the USGapproved health insurance provider, of participants in the mandatoryhealth insurance plan. Users are also provided the ability to loadwaiver/exemption data into the Exemptions form (TSAEXPT) for thepurposes of waiving charges for participants that provide documentationof approved insurance plans other than Pearce & Pearce. Students arecharged the approved rate based on assigned attributes and fee assessmentrules described in the Fee Assessment section of this document.TimeframeFiles are submitted to Pearce & Pearce throughout the term, specificallywhen changes occur. The waiver/exemption file is received when otherinsurance providers are approved by Pearce & Pearce.Student HealthInsurance ProcessFlow OverviewComplete the following steps to set up and maintain student healthinsurance within the Banner Accounts Receivable module.I. Set Up Codes and Rules1.Create detail codesZSADETC2.Create exemption codesTSAEXPT II. Create submission fileCreate submission fileZSRSHIR III. Load exemption dataLoad exemption recordsZSRHIELGeorgia Enhancements User DocumentationStudent Health InsurancePage 2December 2007

Using Student Health InsuranceGeorgia EnhancementsOffice of Informationand Instructional TechnologyStudent Health InsuranceI.Setting Up Codes and RulesIntroductionStudent Health Insurance requires codes and rules to processexemptions/waivers when a file is received from Pearce & Pearce.1. Create detailcodes(ZSADETC)Create a detail code for the student health insurance exemption/waiver.2. Create feeexemption codes(TSAEXPT)Create an exemption code to use when exemptions/waivers are receivedfrom Pearce & Pearce. The exemption code and associated rules areestablished in the Exemptions form (TSAEXPT). Students will beassigned to the exemption code when the load process is successfullyexecuted.Georgia Enhancements User DocumentationStudent Health InsurancePage 3December 2007

Using Student Health InsuranceGeorgia EnhancementsOffice of Informationand Instructional TechnologyRules are established for the Account Level, Category Code Level, orDetail Code Level. This illustration below is for rules at the DetailCode Level.II.Creating a Submission FileIntroductionThe Student Health Insurance Extraction process (ZSRSHIR) is used tocreate a file to be submitted to Pearce & Pearce. The file containsspecific information requested by Pearce & Pearce. The file will onlyinclude those participants in the mandatory insurance plan.Execute ZSRSHIRThe ZSRSHIR process creates the submission file for submission toPearce & Pearce. The process will create the file based on the chargesassociated with the student account. Students who have waivers equalto the charges for student health insurance will not be included in thesubmission file. The students must also be enrolled for the termspecified. Additional required information will be included in the filebased on the file layout provided by Pearce & Pearce.CautionThe effective date and termination date are defined by Pearce & Pearce.These dates indicate the length of coverage for the student enrolled inthe mandatory student health insurance plan. The institutionalrepresentative may contact Pearce and Pearce to obtain these dates.Institutional users should contact Pearce & Pearce to determine theprocess to submit the file created.The parameters displayed in the Job Submission form (GJAPCTL) areas follows. The parameter number, name, requirement, and descriptionare provided to assist you when entering the parameter values.Georgia Enhancements User DocumentationStudent Health InsurancePage 4December 2007

Using Student Health InsuranceGeorgia EnhancementsOffice of Informationand Instructional TechnologyParameters for tructions01Term CodeYesEnter the term code the students will be selected from for thesubmission file.02SSN or StudentIDYesEnter the value of ‘I’ if the file contains the Student ID or S ifthe file contains the SSN.03AddressHierarchyYesEnter the address type hierarchy.04AddressSelection DateYesEnter the date for selection of address type entered.05Email AddressHierarchyYesEnter the email address type hierarchy.06Email AddressSelection DateYesEnter the date used for selecting the valid email address.Sysdate07Effective DateYesEnter the date the mandatory plan becomes effective for theterm.Sysdate08TerminationDateYesEnter the date the mandatory plan is terminated for the term.Sysdate09Charge TypeDetail CodeYesEnter the detail code created to place charges on the studentaccount.10ExemptionDetail CodeYesEnter the detail code assigned to the Student Health InsuranceExemption.Sample FilesI1MASysdate1EESamples of the zsrshir.log, zsrshir.lis, and zsrshir.txt files follow.Sample zsrshir.logGeorgia Enhancements User DocumentationStudent Health InsurancePage 5December 2007

Using Student Health InsuranceGeorgia EnhancementsOffice of Informationand Instructional TechnologySample zsrshir.lisSample zsrshir.txtNote: This file has been compressed for the purposes of this documentGeorgia Enhancements User DocumentationStudent Health InsurancePage 6December 2007

Using Student Health InsuranceGeorgia EnhancementsIII.Office of Informationand Instructional TechnologyLoading Exemption DataIntroductionThe Student Health Insurance Exemption Load process (ZSRHIEL)allows users to assign students listed in the Pearce & Pearcewaiver/exemption file to an exemption code in Banner.Execute ZSRHIELThe ZSRHIEL process assigns student ID numbers in the Exemptionsform (TSAEXPT) based on the waiver file provided by Pearce andPearce. First the process will match based on ID number. Then itmatches last name, first 3 letters of the first name, and the date of birthfor the individual. The user enters the exemption code as a parameterand the process will assign each student in the file to the exemptioncode for the term specified.The process will update records existing in TSAEXPT for theexemption that have a ‘Deleted’ status to null if the student is includedin the .csv file received from Pearce & Pearce.CautionPearce & Pearce provides a check box on their web site(http://www.studentinsurance.com/indexa.htm) for each institution toselect the Board of Regents file format when downloading thewaiver/exemptions file. It is recommended that users download the fileas a text file.ZSRHIEL is designed to match based on the SPRIDEN ID first.Institutions that have converted from SSN to SID should request Pearce& Pearce collect and provide the student ID number specific to theinstitution. Institutions that have not converted should work with Pearce& Pearce so that SSN is collected and provided in the waiver/exemptionfile. Currently, Pearce & Pearce will only submit the last 4 digits of theSSN. Contact Pearce & Pearce to receive the complete SSN. Once theSSN to SID conversion is complete, users should contact Pearce & Pearceto collect the student ID number.WarningThe exemption file received from Pearce & Pearce must be renamed toinclude a file extension of .csv for ZSRHIEL to read the file.The file must be placed in the DATA HOME/arsys directory beforeexecuting ZSRHIEL.An error report generates for students whose pidms were not matched inyour institution’s Banner database and students who already have anexemption code in Banner for the current term used for processing.Parameters for ructions01Run ModeYesEnter ‘A’ for audit mode or ‘U’ for update mode.02Term CodeYesEnter the term you wish to assign to the exemption.03Exemption CodeYesEnter the exemption code the students in the waiver file will be assigned.AGeorgia Enhancements User DocumentationStudent Health InsurancePage 7December 2007

Using Student Health InsuranceGeorgia Enhancements04Input File NameSample FilesYesOffice of Informationand Instructional TechnologyEnter the exemption file name.Sample zsrhiel.logSample zsrhiel.lisPage 1 lists students with no errors encountered during processing.The error listing follows the processed records.Georgia Enhancements User DocumentationStudent Health InsurancePage 8December 2007

Using Student Health InsuranceGeorgia EnhancementsOffice of Informationand Instructional TechnologyThe control report lists the parameters entered at run time as well as therecords processed, records with errors, and the total number of recordsin the file.Georgia Enhancements User DocumentationStudent Health InsurancePage 9December 2007

Using Student Health InsuranceGeorgia EnhancementsOffice of Informationand Instructional TechnologyAppendix A: Document HistoryThis section details the history of the document and updates made for each modification.Release and DateForm/ProcessPageUpdate DescriptionGeorgia Enhancements 7.6,December 15, 2006NAAllAccounts Receivable document is divided intochapters and a new format.Georgia Enhancements, October19, 2007ZSRHIEL7-9Updates to process order and .log file pagesGeorgia Enhancements User Documentation 7.10Student Health InsurancePage A-1December 2007

insurance providers are approved by Pearce & Pearce. 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

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