Funeral Exp. Version 3.1. Last Revised on :

Transcription

1 Funeral Exp Version 3.1 Last Revised on :

2 Agenda 1. Overview 2. Upload Certificates 3. Claim Creation 4. Claim Processing Version 3.1 Last Revised On :

3 Overview Version 3.1 Last Revised On :

4 Workflow for FE Claimant walks in DA / LDC / UDC enters Insurance no. in application System displays the IP details and Contribution details DA / LDC / UDC will process a Claim DA/LDCUDC will create Claim DA / LDC / UDC will upload Certificates if required Claim Submitted to BM Version 3.1 Last Revised On :

5 Upload Certificate Version 3.1 Last Revised On :

6 Upload Certificates What are the certificated need to be uploaded for FE? -Alternate Death Certificate -Certificate is uploaded only if Death certificate is not received from Dhanwantri -Upload certificate can be done by LDC/UDC/BM s Login Version 3.1 Last Revised On :

7 Eligibility criteria For Deceased Insured person - Insured person must be should have been an employee who is or was payable under the act and entitled to any of the benefit given by act. - If the person is not present in the insurable employment but in periodical payment of PDB. - The person entitled to Medical benefit on the date of his death. - Insured person whose medical benefits are ceased and is not a PDB recipient cannot avail FE benefits. For claimants - Claimants should be the eldest surviving member of the family. - If the claimants is not the surviving member of the family then provide the documents that the deceased insured person did not have a family or he did not live with his family at the time of his death. - if the claimant is a minor the claim can be submitted by his/her guardian Indicating the relationship to the claimant. Version 3.1 Last Revised On :

8 Enter user Id & Password Version 3.1 Last Revised On :

9 Select Insurance from Drop down Version 3.1 Last Revised On :

10 Select user Location from drop down Version 3.1 Last Revised On :

11 Select user Role from drop down Version 3.1 Last Revised On :

12 Upload certificate flow Click on Upload certificates Click on Upload Alternate Death certificate if certificates did not came from Dhanwantri Version 3.1 Last Revised On :

13 Upload certificate flow 1. Provide 10 digit Insurance No. 2. Date of Death 3. Cause of Death 4. Name of Medical officer 5. Date on which certificate is issued 6. Attach Alternate certificate 7. Click on Submit Version 3.1 Last Revised On :

14 Upload certificate flow By click on Ok user will come back on the Home Page Version 3.1 Last Revised On :

15 Claim Creation Version 3.1 Last Revised On :

16 Claim Creation How to create Claim The claim for FE should be submitted by claimant entitled to receive the same under the ESI act, 1948, to the appropriate branch office by post or by form 25-A supported by documents proving the death of Insured person (Death certificate) Branch office staff will enter the IP no. And the benefit claim category as Funeral Benefit to generate claim online NOTE : If the IP no. is invalid or record is not found in the database, the applicant need to prompt the message to enter the correct IP no. The corresponding claim form is displayed and the data from the claim form submitted by the claimant need to be captured onto the online claim form along with a scan copy of claimant declaration need to be uploaded. Once the online claim is submitted, a unique Claim ID is generated. Version 3.1 Last Revised On :

17 Claim Creation Click on Create a New Claim or Request Version 3.1 Last Revised On :

18 1. Provide the 10 digit Insurance No. and Press Tab from Keyboard. IP Name will be auto-populated. 2. Select Claim / Request Type as Funeral Expenses. 3. Click on Submit to get the Claim Page. Version 3.1 Last Revised On :

19 Click on OK to create Acknowledgement Version 3.1 Last Revised On :

20 Create Acknowledgement 1. Selecting Type of claim as Funeral Expenses from Drop down 2. Enter Remark 3. Click on Generate Version 3.1 Last Revised On :

21 Selecting Acknowledgement 1. Need to enter from date and to date 2. Date of fitness 3. Select mode of payment from radio button 4. Select acknowledgment which will show a pop for selecting Acknowledgement Version 3.1 Last Revised On :

22 1. After selecting the acknowledgement 2. Attach claimant declaration 3. Then click on submit to submit the claim Version 3.1 Last Revised On :

23 Task ID Generated, click on Close to go back to Home page Version 3.1 Last Revised On :

24 Claim Processing Version 3.1 Last Revised On :

25 Claim Processing Version 3.1 Last Revised On :

26 Click on Funeral Expenses claim Processing Version 3.1 Last Revised On :

27 Click on Task ID Version 3.1 Last Revised On :

28 Click on Next Version 3.1 Last Revised On :

29 Click on Next Version 3.1 Last Revised On :

30 Click on Submit Version 3.1 Last Revised On :

31 Claim is Submitted to BM for further Processing Version 3.1 Last Revised On :

32 Claim Processing Under the login of BM Enter user Id & Password Version 3.1 Last Revised On :

33 Select Insurance from Drop down Version 3.1 Last Revised On :

34 Select user Location from drop down Version 3.1 Last Revised On :

35 Select user Role from drop down Version 3.1 Last Revised On :

36 Version 3.1 Last Revised On :

37 Click on Funeral Expenses Benefit Claim Processing Version 3.1 Last Revised On :

38 Click on Task ID Version 3.1 Last Revised On :

39 Click on Task ID Version 3.1 Last Revised On :

40 Click on Next Version 3.1 Last Revised On :

41 Click on Next Version 3.1 Last Revised On :

42 Click on Approve Version 3.1 Last Revised On :

43 Click on Print to print the docket Version 3.1 Last Revised On :

44 Version 3.1 Last Revised On :

45 Thank You