LARSEN & TOUBRO Employee Claim Processing User Manual

Larsen & Toubro PRMB System: Employee Claim Processing User Manual

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Sensitivity : This Document is Classified as "LNT Internal Use".

LARSEN & TOUBRO

Employee Claim Processing User Manual


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Contents 1.0 How to Login.................................................................................................................................... 4

2.0 Dashboard ........................................................................................................................................ 5

3.0 Claims Tab ....................................................................................................................................... 7

3.1 Add New Claim ............................................................................................................................ 7

3.1.1 Add Domiciliary Bill ............................................................................................................. 7

3.1.2 Add Hospitalization Bill ...................................................................................................... 14

3.1.3 Editing, Deleting or Duplicating added claim ........................................................................ 18

3.2 View basic status of claims ........................................................................................................ 21

3.3 List of all claims with basic information ................................................................................... 22

3.4 View all the detailed information of each claim ........................................................................ 24

3.5 Export all the claims list into excel sheet ................................................................................... 26

3.6 Download claim form................................................................................................................. 28

3.6.1 Downloaded Claim Form’s Information ............................................................................ 29

3.7: Print details of a particular claim ............................................................................................ 30

3.8: Selecting number of claims to be displayed OR scrolling to NEXT or PRIOR page.............. 32

4.0 HOLD CLAIM Tab ....................................................................................................................... 35

4.1 View Claims on hold .................................................................................................................. 35

5.0 Eligibility Limits: ....................................................................................................................... 37

5.1 View basic information of Eligibility Limits ............................................................................. 37

5.2 View details of all available Healthcare benefits ....................................................................... 39

6.0 PROFILE:...................................................................................................................................... 42

6.1 View all profile information ...................................................................................................... 42

7.0 DOCUMENT: ................................................................................................................................ 44

7.1 Upload Your Documents ........................................................................................................... 44

8.0 USER MANUAL: .......................................................................................................................... 51

8.1 Refer video manual .................................................................................................................... 51

8.2 Download User Manual ............................................................................................................. 53

9.0 PROFILE CHANGE REQUEST: ................................................................................................. 54

9.1 How to change profile information and send change request................................................... 54

10.0 PROFILE SETTINGS:................................................................................................................ 58

10.1 Change your password ............................................................................................................ 58

10.2 Contact Us Information ........................................................................................................... 61


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10.3 Changing Profile picture.......................................................................................................... 62

10.4 Logging out of the PRMB Portal ............................................................................................. 63


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1.0 How to Login

Step 1: In the browser, enter this URL in the search bar

(http://sscPRMB.larsentoubro.com)

Step 2: Enter your credentials and click on “Login” button

Screenshot 1.1 Enter login credentials and click on “Login” button


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2.0 Dashboard

Successful login will take you to the DASHBOARD page. This page contains

basic user information and summary of Claims and Domiciliary and

Hospitalization limits.

Screenshot 2.1 Dashboard

A- Profile Settings (You can do the following from here):

i. Change Password

ii. Get Contact Us information

iii. Change Profile Picture

iv. Logout

B- Claims Tab (You can do the following from here):

i. View basic information of claims

ii. View detailed information of a particular claim

iii. Print details of a claim

iv. Add New Claim

v. Download Claim Form

vi. Export claim list to excel

vii. View list of claims by a particular year


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C- Hold Claim (View list of all claims on Hold)

D- Eligibility Limits (You can do the following from here):

i. Available Eligibility Limits

ii. List of all Healthcare benefits

iii. Eligibility limits of each Healthcare benefit

E- Profile (You can all the information of profile here)

F- Document (You can do the following here):

i. Upload Self Documents

ii. Upload Dependent’s Documents

G- User Manual (You can do the following from here):

i. Refer Video Tutorial User Manual

ii. Download User Manual in PDF format

H- Profile Change Request (From here, you can send change request to

change profile information)

I- Add New Claim (Click on this to add a New Claim, refer section 3.1 to

know how to add claim)

J- Select Year (Click this to view results of basic claim status by a particular

year)

K- Your Unique PS Number

L- Status of claims

M-Available, Consumed and Locked limits of Domiciliary, Additional

Domiciliary and Hospitalization


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3.0 Claims Tab: From the claims tab, you can view number of your total claims,

saved claims, submitted claims, claims on hold etc.

You can also view basic information of claims in the claim list and can view full

information of each claim by selecting/clicking a particular claim number from the

list.

3.1 Add New Claim

3.1.1 Add Domiciliary Bill

Step 1: Click on “Add New Claim” button.

Screenshot 3.1 Click on “Add New Claim” button


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Step 2: You can also add claim from Dashboard. Click “Add New Claim” button

Screenshot 3.2 Add New Claim from Dashboard

Step 3: Choose the person you want to add claim of from the drop-down list

Screenshot 3.3 Choose person to add claim of


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Step 4: Choose type of claim you need for processing. (Domiciliary OR

Hospitalization).

Screenshot 3.4 Choose from Domiciliary or Hospitalization

Step 5: To add bill for domiciliary, choose domiciliary and add required details,

such as Nature of Illness and click on “Add Bill” button

Screenshot 3.5 Click on “Add Bill” button


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Step 6: In the pop-up window, choose bill type from the drop-down menu

Screenshot 3.6 Choose Bill Type from drop-down menu

Step 7: Enter remaining required details and click on “Add Bill” button

Screenshot 3.7 Enter details and click on “Add Bill” button


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Step 8: Review all bill details that you have just added.

Screenshot 3.8 View all added claim details

3.1.2 Editing, Deleting or Duplicating added claim

Step 1: If you need to edit, delete or copy/duplicate recently added claim details-

Use the icon buttons available under the “Action” header

Screenshot 3.9 Edit, Delete and Copy claim details


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Step 2: Use the “Pencil” icon to edit claim details, use second “Trash Bin” icon

to delete the added claim and use third “Copy (+)” icon to create a duplicate copy

of the claim.

Screenshot 3.10 Edit, Delete & Copy action icons


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Step 9: Click on “Submit” button after finalizing all the details

Screenshot 3.11 Click on “Submit” button

Note: Please note that once you click on “Submit” button, you won’t be able to go

back or make any change in the recently added claim.


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3.1.3 Add Hospitalization Bill

Step 1: Click on “+ Add New Claim” button available on the dashboard screen

Screenshot 3.12 Click on “+ Add New Claim” button

Step 2: Choose the person you want to add claim of from the drop-down list

Screenshot 3.13 Choose person to add claim of


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Step 3: Choose type of claim you need for processing.

Screenshot 3.14 Choose from Domiciliary or Hospitalization

Step 4: Now fill in Hospital Details in the spaces given below

Screenshot 3.15 Fill details of hospital


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Step 5: Click on “Practitioner Details” option to fill details of practitioner

Screenshot 3.16 Click on “Practitioner Details” option

Step 6: Now fill in details of practitioner in the given spaces and click on “Add

Bill” button.

Screenshot 3.17 Fill in details and click on “Add Bill” button


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Step 7: In the pop-up window, click on bill type option and choose bill type from

the drop-down list

Screenshot 3.18 Choose bill type from drop-down menu

Step 8: Fill in remaining required details in the given spaces and click on “Save”

button

Screenshot 3.19 Fill remaining details and click on “Save” button


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Step 9: Review all bill details that you have added.

Screenshot 3.20 View all added claim details

3.1.4 Editing, Deleting or Duplicating added claim

Step 1: If you need to edit, delete or copy/duplicate recently added claim details-

Use the icon buttons available under the “Action” header

Screenshot 3.21 Edit, Delete and Copy claim details


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Step 2: Use the “Pencil” icon to edit claim details, use second “Trash Bin” icon

to delete the added claim and use third “Copy (+)” icon to create a duplicate copy

of the claim.

Screenshot 3.22 Edit, Delete & Copy action icons


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Step 10: Click on “Submit” button to submit the bill details


Note: Please note that once you click on “Submit” button, you won’t be able to go

back or make any change in the recently submitted claim.


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3.2 View basic status of claims

View number of total claims, saved claims, submitted claims, claims on hold,

rejected claims and settled claims.

Step 1: From the dashboard, click on “CLAIMS” tab

Screenshot 3.24 View basic status of claims


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Step 2: You can view status wise count of Claims

Screenshot 3.25 View basic information of claims

3.3 List of all claims with basic information




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Step 2: You can view list of claims and the basic information about claims

Screenshot 3.27 View basic information of all the claims

Step 2.1 Use the scroller to view more information of claims by scrolling right/left.

Screenshot 3.28 Use scroller to scroll right/left


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3.4 View all the detailed information of each claim

Step 1: On the dashboard, choose/click “CLAIMS” tab


Step 2: Click on “Claim number” from the list to view details of that specific

claim

Screenshot 3.30 Click on any claim number


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Step 3: You can view all the information of the selected claim

Screenshot 3.31 View detailed information of the claim


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3.5 Export all the claims list into excel sheet

Step 1: On the dashboard, choose/click “CLAIMS” tab

Screenshot 3.32 Click on “CLAIMS TAB”


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Step 2: Click on “Export to Excel” button available in the Claims tab

Screenshot 3.33 Click on “Export To Excel” button

Note: After clicking on “Download to Excel”, an excel file will be generated and

downloaded for the selected financial year. You can Save and Open this file to

view claim data


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3.6 Download claim form


Screenshot 3.34 Click on “CLAIMS” tab


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Step 2: Click on “Claim Form Download” button

Screenshot 3.35 Click on “Claim Form Download” button

NOTE: When you click on “Claim Form Download” button, total 4 files will be generated and

downloaded in PDF format. These files are as follows:

1. Salient features of the Medical Benefit Scheme

2. Domiciliary PRMB claim form for employee age Above 75*

3. Domiciliary PRMB claim form - Insurance for employee age Below 75**

4. Hospitalization PRMB claim form***

3.6.1 Downloaded Claim Form’s Information *Domiciliary PRMB claim form for employee age Above 75- This file contains Domiciliary

Claim for Employees who are above the age of 75 years and have opted to apply for domiciliary

claim offline.

** Domiciliary PRMB claim form - Insurance for employee age Below 75- This file contains

Domiciliary Claim for Employees who are below the age of 75 years and have opted to apply for

domiciliary claim offline.

***Hospitalization PRMB claim form- This file contains Hospitalization form for all age

groups applying for hospital claim offline.


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3.7: Print details of a particular claim


Screenshot 3.36 Click on “CLAIMS” tab

Step 2: To print details of a particular claim, use the scroller to scroll the details to

the right.


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Screenshot 3.37 Use the scroller to scroll to right

Step 3: Click on “Print” button for the selected/required claim.

Screenshot 3.38 Click on any “Print” button

Step 4: A window with data of the selected claim displayed on your screen. Click

on “Print” button to print claim details


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Screenshot 3.39 Click on “Print” button

3.8: Selecting number of claims to be displayed OR scrolling to NEXT or

PRIOR page

The default number of claims to be displayed is set as “10”. If you wish to view

more or a smaller number of claims, you can select the “Number of Claims to be

displayed” by selecting the desired number. Alternately, you can scroll to Next or

Prior Pages by clicking on the > or < icons to view the Next or Prior Page

Step 1: Click on “Number of Claims To Display” box at the bottom right side of

the screen


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Screenshot 3.40 Click on “Number of Claims To Display” box


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Step 2: Choose number of claims you would like to view on this page

Screenshot 3.41 Choose number of claims to be displayed


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4.0 HOLD CLAIM Tab: You can view all “On Hold” claims in this tab with

specified reasons.

4.1 View Claims on hold

Step 1: On the dashboard, choose/click “Hold Claim” tab

Screenshot 4.1 Click on “Hold Claim” tab


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Step 2: View details of “Claims on hold”.

This tab will display a list of Claims on Hold with details such as Claim Number,

Claim Type, Creation Date, Claim Amount and Reasons for Hold

Screenshot 4.2 View details of “Claim on Hold”


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5.0 Eligibility Limits: This tab contains all available limits of Domiciliary,

Additional Domiciliary and Hospitalization.

Amount consumed till date and Locked Limit is also displayed in this tab.

5.1 View basic information of Eligibility Limits

Step 1: On the dashboard, choose/click “ELIGIBILITY LIMTS” tab

Screenshot 5.1 Click on “ELIGIBILITY LIMITS” tab


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Step 2: View basic information of Domiciliary, Additional Domiciliary and

Hospitalization

Screenshot 5.2 View all details of eligibility limits


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5.2 View details of all available Healthcare benefits

Step 1: On the dashboard, choose/click “ELIGIBILITY LIMITS” tab

Screenshot 5.3 Click on “ELIGIBILITY LIMITS” tab

Step 2: In the Eligibility limits tab, click on “Forward Arrow” On the

HEALTHCARE BENEFITS band at the bottom of the display page

Screenshot 5.4 Click on “Forward Arrow” icon


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Step 3: View a list of benefits and details of benefits:

To view available limit of each benefit, click on “+” icon available against each

particular benefit

Screenshot 5.5 Click on “+” icon to view details


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Step 4: View available limits, consumed limit and block period of each benefit

After clicking “+” icon, the details within the benefit will be displayed. The detail

view can be minimized by clicking on “-” icon

Screenshot 5.6 View details of benefits


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6.0 PROFILE: In the profile section, you would be able to view all your profile

details. This includes information such as your Name, Address, Contact number,

department details, bank details, dependent details etc.

6.1 View all profile information

Step 1: On the dashboard screen, choose/click “Profile” tab

Screenshot 6.1 Click on “Profile” tab


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Step 2: Your profile details will be displayed on the screen.

Screenshot 6.2 View profile details


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7.0 DOCUMENT: In the DOCUMENT tab, you can upload the documents that

are required for verification purposes and successful processing of claims

submitted.

7.1 Upload Your Documents

Step 1: On the dashboard screen, choose/click on “DOCUMENT” tab

Screenshot 7.1 Click on “DOCUMENT” tab


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Step 2: Click on “Self Document” option available on the top right side of the

screen.

Screenshot 7.2 Click on “Self Document” option


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Step 3: Choose name of person for whom document/s have to be uploaded (Self/

Dependent/s)

i. To upload your own document, choose “Self Document” from the drop-

down option available on top right side of the screen.

ii. To upload your dependent’s document, select the respective name from

the drop-down list

Screenshot 7.3 Choose Name for document upload


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Step 4: Click on “Choose File” button in the PAN Card box to select and upload

the appropriate image file for PAN Card.

Screenshot 7.4 Click on “Choose File” button in PAN Card box

Step 5: Click on “Choose File” button in the Aadhar Card box to select and

upload the appropriate image file for Aadhar Card.

Screenshot 7.5 Click on “Choose File” button in Aadhar Card box


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Step 6: Click on “Choose File” button in the Cancelled Cheque box to select and

upload the appropriate image file for Cancelled Cheque.

Screenshot 7.6 Click on “Choose File” button in the cancelled cheque box

Step 7: To upload PRMB letter, click on “Browse” button, under Upload PRMB

File, below upload PRMB letter and upload PRMB letter

Screenshot 7.7 Click on “Browse” button to Upload PRMB Letter


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Step 8: Click on “Browse” button, under Death Certificate to select and upload

death certificate of deceased

Screenshot 7.8 Click on “Browse” button below Death Certificate


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Step 9: Other documents are “Optional” OR “As Required” documents. To

upload such documents, click on Browse button to select and upload the respective

files.

After uploading files, click on SUBMIT button to finalize the upload



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8.0 USER MANUAL: The User Manual tab contains the User Manual for the

PRMB system. The user manual can be downloaded as a PDF file. The User

Manual can also be played as a video tutorial online. The User Manual contains

instructions related to operation to the PRMB portal covering:

I. Adding a new claim

II. View the status of your existing claims or view details of “On Hold” claims

III. View information of Settled claims

IV. View information of eligibility limits of Domiciliary, Additional

Domiciliary and Hospitalization

V. Instructions on how to upload your documents and dependent’s documents

VI. Viewing your profile and submitting profile change request

VII. Viewing user manual as a Video Tutorial OR downloading the user manual

as a PDF file

8.1 Refer video manual

Step 1: To view the User Manual, select the “USER MANUAL” tab

Screenshot 8.1 Select “USER MANUAL” tab

Step 2: The tab will display the User Manual as a Video Tutorial. Select the

“Play” button to view the Video Tutorial.


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Screenshot 8.2 Click “Play” button to view video tutorial


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8.2 Download User Manual

Step 1: Click on “User Manual” button to download the User Manual in PDF

format

Screenshot 8.3 Click on “User Manual” button to download as a PDF file


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9.0 PROFILE CHANGE REQUEST: If you need any changes to be made to

your profile, a “Profile Change Request” can be submitted from the “Profile

Change Request” tab

The following elements of your profile can be requested for change:

i. First, Middle or Last Name

ii. Date of Birth

iii. Marital Status

iv. Contact Numbers

v. Contact email address

vi. Date of Retirement

vii. Address

viii. Bank Details

ix. Dependent Details

9.1 How to change profile information and send change request

Step 1: On the dashboard, choose/click “PROFILE CHANGE REQUEST” tab

Screenshot 9.1 Click on “PROFILE CHANGE REQUEST” tab


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Step 2: A list of your changeable profile parameters will be displayed on the page.

The current information will be displayed on the left side and change boxes will be

displayed on the right side against each parameter/element. A selection box is

placed against each element which will enable you to select the elements that need

to be changed.

Select the required elements that are to be changed, add the new values/text in the

change box (on the right side) and scroll down to the page end and click on the

“Change Request” button to submit the profile change request.

The following screen images highlight the element selection and change process

Screenshot 9.2 Select the element/s that needs change. You can select one or multiple elements


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Step 3: Enter the change information in the respective text/value boxes against

each element that needs change.

Screenshot 9.3 Enter change information


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Step 4: Scroll to the end of the page and click on “Change Request” button to

submit the change request

Screenshot 9.4 Click on “Change Request” button


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10.0 PROFILE SETTINGS: The “Profile Settings” section, enables you to

take the following actions:

• Change password

• Get information

• Contact Us

• Change your profile picture

• Logout from PRMB portal O

10.1 Change your password

Step 1: From the dashboard, click on “Profile” icon available on the top right

corner of the screen

Screenshot 10.1 Click on “Profile” icon


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Step 2 Choose “Change Password” option from the drop-down menu

Screenshot 10.2 Choose “Change Password” option from drop-down menu


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Step 3: To change your current password; enter current password, new password

and new password confirmation (new password repeat) and click on “Save” button

Screenshot 10.3 Click on “Save” button


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10.2 Contact Us Information

Step 1: To view contact details, click on the “Contact Us” option from the drop-

down menu.

Screenshot 10.4 Choose “Contact Us” option from drop-down menu

Step 2: Contact information will be displayed.

Screenshot 10.5 View contact information


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10.3 Changing Profile picture

Step 1: Click the “Change Profile Picture” option from the drop-down menu and

upload a new image from your device.

Screenshot 10.6 Click on “Change Profile Picture” link


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10.4 Logging out of the PRMB Portal

Step 1: Click the “Logout” option from the drop-down menu.

Screenshot 10.7 Choose “Logout” option