How to use the MR Claim (HPTR 6) form

This walkthrough shows how to prepare a Medical Charges Reimbursement claim on HPTR Form 6 — entering the claimant, the patient and the period of illness, listing each cash memo and test bill, and printing the completed front and back of the form for signature. Every total is worked out on the server and shown on the printed sheet, so each figure can be traced back to the bill it came from.

What this tool does

It prepares the complete two-sided HPTR 6 claim. Medicines are listed and totalled on the front of the form; tests, laboratory charges, ambulance, consultancy and indoor room charges are listed on the back. Any medical advance already drawn is deducted to give the net amount payable, and the total is printed in both figures and words. The finished sheet carries the signature blocks for the claimant, the Drawing and Disbursing Officer and the Controlling Officer, so it can be printed and submitted as it stands.

What you'll need

• The claimant's name, designation and IP number — or PPO number, for a pensioner or family pensioner.
• The office in which the claimant is employed, or retired from.
• Bank name, branch, IFSC and account number, for the payment particulars.
• The patient's name and relation to the claimant, and the period of illness.
• Every cash memo and bill: its number, its date, and the items on it with amounts.
• The voucher number, date and amount of any medical advance already drawn.

Serving employee or pensioner

The claimant type is the first thing to set, because it changes the form. A serving employee is identified by an IP number; a pensioner or family pensioner by a PPO number, whose format is entirely different. The office question changes with it too — a pensioner is not employed anywhere, so the printed label asks about the office retired from instead. Setting the type first means the rest of the form asks the right questions.

Entering the bills

Bills are entered one block at a time: a cash memo number, its date, and then the items on that memo. Add as many blocks as the claim has memos, and as many rows as each memo needs. This is deliberately different from a single flat list, where a blank memo-number cell has to be read as “same memo as the row above” — an inference that is easy to get wrong and easy to miss. Keeping each memo in its own block means the grouping on the printed form is exactly the grouping you entered.

Saving employees and claims

An employee's details — designation, office, bank particulars, pay — are typed once and saved against their IP or PPO number. Each claim is then stored against that employee, so a second claim for the same person starts from their saved details rather than a blank form. Office signature blocks can be saved as named profiles and loaded into any claim. Saved records are held on the server under your own account and nothing is left behind in the browser, which matters here because a claim carries a patient's name and illness dates.

Checking the printed form

Each bill shows its own subtotal, each section its total, and the claim its gross figure, the advance deducted and the net payable. Because every amount on the sheet traces back to a single item on a single memo, the form can be checked against the bills line by line before anyone signs it. Read the printed sheet, not the input panel: the sheet is what is submitted.