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Direct Benefit Transfer (DBT) Maker and Checker are responsible for the 2-level benefit approval in Ni-kshay, which must be repeated for every benefit.

The Ni-kshay “Pending” tab lists all benefits to be paid. The DBT maker and checker review benefit and beneficiary details, and only beneficiaries with bank details are validated are approved.

Actions taken by Maker and Checker at various stages of benefits processing are given in the table below.

Table: Actions taken by Maker and Checker

 

After the action, benefi­t would be visible in the benefi­t processing tab of Ni-kshay named:

Action

Action by

Message

For Maker

For Checker

Do nothing

Maker/ Checker

It is a default option for any benefi­t and implies no change in the bene­fit status.

Pending

Pending

(Only if the benefi­t

has been processed

by Maker and sent to

Checker)

Send to checker

DBT Maker

DBT Maker can send a benefi­t to DBT Checker by approving the benefi­t as DBT Maker sends the benefi­t.

Processing

Pending

Approve

DBT

Checker

DBT Checker can approve the benefi­ts. Once the benefi­t is approved by the DBT checker, benefi­ts are clubbed into batches in PFMS. These batches are either accepted or rejected by the PFMS approver. If the batch is accepted, PPA is generated, signed, and sent to the bank for processing. If rejected, the benefi­ts are sent back to Maker Pending.

Processing

Processing

Rejected

DBT

Checker

This option is to be selected to resend the benefi­t to DBT Maker for his review and necessary action.

Pending

 

Paid external

DBT Maker/ Checker

If a benefi­t was paid directly via PFMS, for reconciliation purposes, it is important to update Ni-kshay. For such benefi­ts (which have been paid externally) can be marked as “Paid External”. It is now advisable (since September 11, 2019) to make all payments from within Ni-kshay. The reconciliation process is explained in the annexure to this document.

Paid

Paid

Paid in kind

DBT Maker/ Checker

It is at the discretion of the State to disburse bene­fits either in cash or in kind for schemes in National TB Elimination Programme (NTEP). Some states, such as Chhattisgarh, are adopting such practices of giving benefi­ts in kind through food baskets, etc.

Paid

Paid

Removed

DBT Maker/

Checker

Users may decide that the benefi­t is not to be paid to the bene­ficiary and have removed the benefi­ts. For example, if a patient refuses to take the bene­fits or is unwilling to share the bank details, the Tuberculosis Unit (TU)/District Tuberculosis Officer (DTO) User can remove it. If a transaction has been removed by mistake, it can be ‘unremoved’ and processed further.

Removed

Removed

Deferred

DBT Maker/ Checker

Users may decide to defer the bene­fits in case they decide to pay them later. However, the ­first benefi­ts cannot be deferred. If a Benefit is “deferred”, Ni-kshay will add the amount to the next benefi­t when it is due. Once a transaction is deferred, it can only be processed along with the next bene­fit as it becomes due.

Deferred

Deferred

 

 

Resource

  • Direct Benefi­t Transfer Manual for National Tuberculosis Elimination Programme; CTD, MoHFW, Govt of India, 2020.

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