Entering P&I Claim Details

1. From the HR Manager main menu, click Medical and P&I under the Personnel menu.

2. To search for a crew member for whom you want to add a new P&I claim record, enter part of the crew's name or ID in the Search Crew field, then select from the auto suggested results.

Note: Alternatively, click the magnifying glass icon to open the Simple Search pop-up window. You can use the drop-down function to select and load a list from the Personnel List section and click a crew member from the Search Result section to view his profile, or search for specific crew member(s) based on their Name, Gender, Nationality, Pool, Rank, Manning Agent, and Active/Inactive status.

3. On the Medical and P&I screen, go to the P&I tab, and then click the + icon at the top to create a new P&I claim record.

4. Enter the P&I details in the fields provided. Refer to the table below for field-by-field guidance.

Field	Description
P&I Case No.	Specify a case number for this claim.
P&I Club	Use the Lookup function to select the P&I Club code for this claim.
Diagnosis	Enter the diagnosis given by the doctor.
Case No.	It is important to link the case number to the P&I case as this will ensure that a comprehensive claim is made to the P&I Club. Click the '+' icon to link a case number from a medical incidents record. The case number available for selection is that which has been entered under the Medical Incidents tab where the P&I Case check box has been selected. The medical incident record will need to be approved before the case number can be made available for selection.
Vessel	Use the Lookup function to select the name of the vessel the crew member was serving on at that time of the case.
Repatriated From	Use the calendar function to select the date the crew member was repatriated.
Port	Use the Lookup function to select the port at which the claim was made.
Disability Rate	Enter the disability rate for the case.
Date	Use the calendar function to select the date the case was sent.
Final Statement	Select the option 'Yes' if this P&I claim is final or 'No' if it is not final.
Currency	The currency in which the claim is to be paid.
Gross Amount Claimed	Enter the gross amount claimed by the crew member.
Remittance to Account	Use the Lookup function to select the account in which the claim amout will be remitted.
Deductible	Enter deductions that are to be made from the claim amount, if any.
Status	Enter the status of the claim case.
Net Amount Claimed	Enter the net amount claimed by the crew member.
Substitute	Enter the Name of the substitute who replaced the crew member and in the Port Joined field, use the Lookup function to select the port that the substitute joined.
Cost Details	The Cost Details table enables you to enter cost details with regards to the claim. Click the '+' icon and enter the information in the available fields in the table. Select the Claim Code followed by the Date of the medical visit and the Amount of the examination.

5. Click the paperclip icon to attach any documents to this new P&I claim, if needed.

6. Click the diskette icon to save the details of the claim. Once saved, the information will be displayed in the table under the P&I tab.