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MEDISEP Premium Reconciliation System

User Manual for Schools and Administrators

For Schools
For Administrators

Introduction

Welcome to the MEDISEP Premium Reconciliation System for Assistant Educational Office, Anchal. This manual will guide you through the process of submitting your school's MEDISEP premium reconciliation data.

Note: This system is designed to streamline the premium reconciliation process and ensure accurate tracking of MEDISEP payments for all schools under AEO Anchal.

Accessing the System

1

Open the MEDISEP Portal

Navigate to the MEDISEP Premium Reconciliation portal using the provided URL.

2

Navigate to Entry Form

Click on the "Entry Form" link in the main navigation menu.

Entry Form navigation

Important: Only authorized personnel from each school should access and submit data. Ensure you have the correct credentials and permissions.

Data Entry Process

1

Select Your School

From the dropdown menu, select your school name. The system will automatically populate the school code and management type.

2

Enter Headmaster Details

Provide the name of the Headmaster/Principal and a valid 10-digit mobile number for communication.

3

Add Monthly Data

Click "Add Another Month" to input reconciliation data for each month. For each month, you need to provide:

  • Month and policy year
  • Total number of employees and pensioners
  • Premium amount (default is ₹500)
  • Total premium paid
  • Reason for any unpaid amounts (if applicable)
4

Review Calculations

The system automatically calculates total deducted amount and any amount to be collected based on your inputs.

Tip: You can add multiple months in a single submission to save time. The system will store each month's data separately.

Submission Process

1

Review All Data

Before submitting, carefully review all entered information for accuracy.

2

Submit the Form

Click the "Submit All Data" button to send your reconciliation data to the system.

3

Confirmation

Upon successful submission, you will receive a confirmation message with details of your submission.

Important: Once submitted, data cannot be edited by school users. If you need to make changes, contact the AEO Anchal office.

Note: Each school can only submit data once. If you try to submit again, the system will display a warning message.

Troubleshooting

Form Not Submitting

Check that all required fields are filled and that you have a stable internet connection.

School Already Submitted

If you see a message that your school has already submitted data, contact the AEO office for assistance.

Calculations Incorrect

Ensure you've entered correct numbers of employees and pensioners. The system calculates automatically based on these inputs.

Technical Support

For technical issues, contact: +91-9995877736 or the AEO Anchal office.

Admin Introduction

This section of the manual is for administrators of the MEDISEP Premium Reconciliation System. Admin privileges allow you to view, manage, and export all data submitted by schools.

Security Note: Admin access provides access to sensitive data. Ensure you follow all data protection protocols and never share your login credentials.

Admin Login

1

Access Admin Panel

Navigate to the Admin Panel from the main navigation menu.

2

Enter Password

Enter the admin password to access the system. The default password is provided by the system administrator.

3

Access Management

Once authenticated, you will have access to all administrative functions.

Note: For security reasons, change the default password after your first login.

Data Management

1

View All Entries

The "All Entries" tab shows all reconciliation data submitted by schools, sorted by submission date.

2

Filter Data

Use the filter options to view data by month and year range. You can also search for specific schools using the search box.

3

Identify Duplicates

The "Duplicate Entries" tab helps identify schools that have submitted multiple entries, which may require verification.

4

View Details

Click the "View" button next to any entry to see complete details, including all monthly data submitted by that school.

Data Export

1

Export All Data

Click the "Export All Data" button to download a comprehensive Excel file containing all submission data.

2

Filter Before Export

Use the date filters to select a specific range before exporting, if you need data for a particular period.

3

Export Individual Records

You can export individual school entries by clicking the "Excel" button next to each entry in the table.

Tip: The exported Excel files are formatted for easy reporting and analysis. They include all relevant data fields for reconciliation purposes.

Editing Entries

1

Access Edit Mode

Click the "Edit" button next to any entry to modify the data. This should only be done to correct errors.

2

Make Changes

You can edit all fields in the form, including school details and monthly entries.

3

Save Changes

Click "Save Changes" to update the record. The system will preserve the original submission timestamp.

Important: Editing should be done judiciously. Always note the reason for any changes in your records.

Deleting Entries

1

Initiate Deletion

Click the "Delete" button next to any entry to remove it from the system.

2

Confirmation

The system will prompt you to confirm the deletion. This action cannot be undone.

3

Complete Deletion

After confirmation, the record will be permanently removed from the database.

Caution: Deletion should only be performed when absolutely necessary. Consider editing instead of deleting when possible.