Benefits Tab

Created by Daniel Kamran, Modified on Fri, 29 Jul, 2022 at 10:48 AM by Harrigan Phillips

You can record any benefits that the Learner is entitled to and are currently receiving. For example, they may be receiving Universal Credit. Along with this you can easily see which are still valid or are due to expire. You can also record their exemption from prescription charges and the basis of that exemption.

Exemption from Prescription Charges

With regards to exemption from prescription charges you will first need to set up the types of exemption so that this can be recorded.

Exemption types are configured in Standard Values, under the Learner Values panel. Choose the Benefits Exceptions configuration option. Click Add Value to add a new exemption type, type the name of the exemption type and click Save to add to the list.

To add details of the learner's exemption from prescription charges under the Benefits tab fill in the following three pieces of information in the three dropdowns:

Qualifies for prescription exemption charges - Choose yes if they qualify for exemption
In receipt of prescription exemption charges - Choose yes if they are in receipt of exemption
Which exception is received - From the dropdown choose the exception type

Ensure to click Save Learner to save any changes.

Benefits

Under the Benefits tab there is a table showing any benefits the Learner is entitled to, and are receiving. Click the bin icon to delete the benefit from the table, or click the notepad icon to edit the benefit record. There are several columns of information:

Column	Description
Current	Tickbox showing if the benefit is a current benefit
Frequency	Frequency of receiving the benefit
Day	Which day the benefit is received on
Start Date	The start date of the benefit
End Date	The end date of the benefit
Amount	The amount the learner receives as the benefit
Notes	Any useful notes

Before recording any benefits under the benefits tab for the learner, you will first have to configure the following information relating to benefits in Databridge:

Benefit Types - The names off all the benefit types your Learners may possibly receive
Benefit Frequencies - Set up how often benefits could be received, for example weekly
Benefit Days - Set up the list of days benefits may be received on

To set up the benefits you will need to go to Standard Values under the Learner Values panel. Complete the following configuration options to ensure all required benefits and payment details are added.

For Benefit Types click Add Value, enter the name of the benefit and click Save. Click the notepad icon to edit the benefit name or remove the benefit from the list.

For Benefit Frequencies click Add Value, enter the frequency, for example weekly, and click Save. Click the notepad icon to edit the frequency name or remove the frequency type from the list.

For Benefit Days click Add Value, enter the day and click Save. Click the notepad icon to edit the day or remove the day from the list.

To add a new benefit entitlement click Add New Benefit. Complete the information - which relates to the columns above. Click Save changes when finished.