The suggested setup of the Smart Sticker PMB Registration is a guideline of the suggested configuration of how you are able to set up your PMB Smart Sticker protocol. A suggested setup often takes into account best practice guidelines for how to manage the workflow of PMB Registrations within the Practice.

Please Note: An overview of the entire setup is explained in the user manual: PMB Registration Workflow Setup Overview.

• The contents of this user manual will consist of the following information:
• Default State
• State: Not Registered
• State: Submitted
• State: Approved 3/12
• State: Approved 6/12
• State: Approved12/12
• State: Approved Ongoing 

• On the Smart Sticker screen sidebar set up the Smart Sticker workflow process as indicated below.

 

Default State

Where the process will start.

Please Note: In this instance, Not Registered will be the Default state where the process of registering a Patient for PMB benefits will start.

State: Not Registered

Indicates the Patient has not yet been registered for PMB benefits.

State: Submitted

The PMB Registration has been sent to the Medical Aid.

State: Approved 3/12

The Medical Aid has given feedback and the benefits have been approved for 3 months.

• Add a Change State for the period of 90 days. 
• Add a Workflow Event that will trigger a Task Item as a reminder that the benefits have expired and will need to be resubmitted, as the Patient is no longer registered for PMB benefits. For more information regarding how to add a Workflow Event to a state, please refer to the user manual: How to create a Smart Sticker State.

State: Approved 6/12

The Medical Aid has given feedback and the benefits have been approved for 6 months.

• Add a Change State for the period of 180 days. 
• Add a Workflow Event that will trigger a Task Item as a reminder that the benefits have expired and will need to be resubmitted as the Patient is no longer registered for PMB benefits. For more information regarding how to add a Workflow Event to a state, please refer to the user manual: How to create a Smart Sticker State.

State: Approved 12/12

The Medical Aid has given feedback and the benefits have been approved for 1 year.

• Add a Change State for the period of 365 days. 
• Add a Workflow Event that will trigger a Task Item as a reminder that the benefits have expired and will need to be resubmitted as the Patient is no longer registered for PMB benefits. For more information regarding how to add a Workflow Event to a state, please refer to the user manual: How to create a Smart Sticker State.

State: Approved Ongoing 

The Medical Aid has approved the Patiets' benefits on a continuous basis.

Please Note: When the Patient is registered and has been approved for continual benefits, their status will never expire and their benefits will be ongoing.