Apply Credits to Participants

You can apply credits to participants against any outstanding bill when you review their existing credit balances in Benefits Service Center.

For example, the benefits administrator generates health coverage charges of $500 for June. The participant overpays $1000 and expects the excess credit of $500 to be used for the July bill. You can use the new Pay with Credits option on the Billing page of Benefits Service Center to apply the credits.

For multiple credit adjustments, you can use the Upload Billing Payments workbook available in the Person Data Loaders tab of the Evaluation and Reporting work area.

Here’s how you apply credits to participants through Benefits Service Center:

1. On the Home Page, click Benefits Administration > Enrollment.
2. Search for the participant.
3. Select the Billing task from the side panel.
4. In the Payments section, select Add, and click Pay with Credits.
5. Follow the prompts to apply credits. You can apply only the amount that is less than or equal to the previous credits. The balance amount after applying the credit appears as the current credit.
6. Click Save and Close.