Monthly - PI Monthly Rollover

  1. Ensure all insurance updates have been entered in Database.

  2. In black taskbar at top of screen click on “Back Office” and then “PIZ Report”.

  3. a)    If you have already started a new report since the last month’s payment – on the     most recent report click “Refresh”.
    b)    If you haven’t started a new report since the last month’s payment – click  on “New     PIZ Report” link at top left of page.

  4. Once report has completed Refresh, click on “View Details” and check report as necessary.

  5. If any changes are required, do them in the individual Member’s Insurance screen, then go back to “PIZ Report” and click “Refresh”.

  6. When you are satisfied with report, go back into the “PIZ Report” page and click on the “Finalise” link.