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Sample 3: How-to guide

💼 Project title​

How to pay your Maxicare bills using UnionBank online banking

📂 Context​

Maxicare is a leading HMO provider in the Philippines. They offer different health care plans and payment schemes (usually monthly, semi-annually, and annually). You can quickly settle your Maxicare through various payment channels, such as Maxicare-accredited banks. For banks, you can pay either over-the-counter or online, and Maxicare recommends the latter for convenience.

Personally, I pay my Maxicare bills using the UnionBank app. The first time I did it, I had to contact my agent because there was no how-to guide available. My invoice contained a lot of numbers, but they didn't specify which one I should input into the Payment Reference Number field in the app.

Each time I pay, I sometimes forget the exact steps I did during the past billing cycle, which prompted me to create this how-to guide.

👥 Target audience​

The target audience of this how-to guide is people who want to settle their Maxicare bills using the UnionBank mobile application.

Some users are tech-savvy enough to know how to navigate different applications and only need help on which information to input on the required fields. Meanwhile, others require more assistance with using the UnionBank app and settling their account in general.

📝 How to pay your Maxicare bills using UnionBank online banking​

Maxicare makes it easy to pay your bills in the safety and comfort of your home. If you have a UnionBank account, this guide explains how to settle your bills using UnionBank’s mobile application.

Procedure​

Step 1: Copy the Payment Reference Number.​

  1. Open the billing invoice sent to you via email, usually attached as a .pdf file.
  2. Navigate to the upper right corner of the document. Copy the Payment Reference Number. You'll need this later on.

Payment reference number

  1. Close the file.

Step 2: Pay via the UnionBank application.​

  1. Open the UnionBank application.
  2. Log in to your UnionBank account.
  3. On the dashboard, select Pay Bills.

Pay bills

  1. Click Select Biller.

Select biller

  1. Select Maxicare Healthcare Corporation under the Biller List.

Select Maxicare

  1. Fill out the appropriate details needed. All fields are required.

Necessary details empty

6.1 In Payor's Name, enter your full name.
6.2 In SOA Reference, type FR000 and paste the Payment Reference Number you copied earlier.
6.3 In Payee Contact Number, enter your mobile number.

  1. After filling out the required fields, tap Done.

Necessary details filled out

  1. Enter the amount you must pay, then tap Next.

Amount

  1. Review the details. If everything is correct, click Pay PHP XX.XX. Otherwise, tap Edit to update the information.

Pay PHP

  1. Don't forget to take a screenshot of the completed transaction. This will be saved in your phone's screenshot gallery.

Step 3: Send the proof of payment.​

  1. In your email service provider, look for the billing email sent by your Maxicare agent.
  2. Reply to the thread, and inform your agent that you've already settled your account.
  3. Attach the screenshot of the transaction.
  4. Send your email.
  5. Wait for a confirmation email from your Maxicare agent. You should receive it in a few days.