Why Use This Function:

Medical Aid Schemes are companies that provide their members with financial assistance for medical expenses, helping cover the costs of medical services. Each Scheme offers various benefit options, each with different levels of coverage and services. These schemes often have agreements with designated service providers (DSPs) who offer services at negotiated rates to reduce out-of-pocket costs for members.

Medical Aid Schemes are regulated by the Medical Schemes Act and overseen by the Council for Medical Schemes (CMS), ensuring that they operate fairly and maintain financial stability. They play a crucial role in the healthcare system by ensuring members have access to necessary healthcare services and supporting the overall financial sustainability of medical expenses.

The Contents of This User Manual:

• Filters
• Screen Columns Action Buttons
• Columns
• Page Options

• This user manual will start on the Medical Aid List screen, Administrator tab.

• For more information on how to navigate and use the Medical Aid List screen, please refer to the user manual: Medical Aid List Screen: Navigation and Use.

• Click on the Scheme tab.

• The Scheme screen will open.

Filters

Filters allow you to refine the information displayed on the Scheme screen by limiting results based on selected criteria. All filter options update the list automatically as you type, making it easier and faster to locate specific information.

• Click on the Name field to enter the Scheme name you are searching for.

• Click on the Code field to enter the identifying code associated with the Scheme you are searching for.

• Click on the Description field to enter the name of the company that administers the Scheme.

• Click on the Credit Controller field to enter the details of the Credit Controller of the Scheme that you are searching for.

• Click on the Email field to enter the email address of the Scheme you are searching for.

• Click on the Fixedline No. field to enter the telephone number of the Scheme you are searching for.

• Click on the Active slider to change the list options from both active and inactive, to inactive Schemes, and active Schemes.

?Please Note: By default, all Schemes will be displayed both active and inactive.

• Click on the Update Results button to refresh the Scheme list after the Filters have been selected.

• Click on the Reset Filters button to clear the Filters that have been set.

Screen Columns Action Buttons 

Several additional options are available for the Columns. These additional options are to help you adjust the Report, refine the Search and give more specific results.

• Click on the Select All button to select all the entries on the list.

• Click on the Expand Widths button to auto-fit the Column Width to the information within all columns.

• Click on the Reset Widths button to restore the original Widthsafter any modifications are made.

• Click on the Sort Columns button to sort the Columns in the order that you desire.

• For more information regarding theSort Columnsscreen, please refer to the user manual:How to Sort Columns on Reports and List Screens.
  
  

• Click on the Choose Columns button to select the columns that will be displayed on the list.

• For more information regarding the Choose Columns screen, please refer to the user manual: How to Choose Columns on Reports and List Screens.
  

• Click on the Default Layout drop-down menu to select the type of layout that will be used for the screen.

• Click on the Save Layout button.

• For more information regarding the Save Layout screen, please refer to the user manual: How to Save Column Layouts on List Screens.

Columns

All the information on the Scheme screen is divided into Columns to logically group related information together.

• Code: An identifier that is associated with the Scheme.
• Name: The name of the Scheme.
• Administrator Description: The name of the company that administers the Scheme.
• Credit Controller: The person responsible for managing and overseeing the financial transactions of payments from members.
• Email: An email address where communication can be sent. 
• Fixedline No.: A telephone number where the Scheme Administrator can be reached.

Page Options

All the additional options that are available for the page.

• Click on the Previous button to navigate to the previous page.

• Use the Page Number buttons to navigate to a specific page.

• Click on the Next button to navigate to the next page. 

• Click on the Items drop-down menu to select the number of items that will be displayed per page.

• Click on the Export to PDF button to save a PDF file of all the data as a comprehensive report.

• Click on the Export to PDF drop-down menu to access the Export Consolidated PDF option that allows you to generate a single document that combines all the data from multiple sources to provide an overview. 

• Click on the Export to CSV button to save the Report in a CSV format.