Why Use This Function:

Authorisation is the process of obtaining approval from a Medical Aid before a specific treatment or procedure may be provided to a Patient.

For a Medical Aid Patient, the treatment or procedure must be approved before it can commence. The Medical Aid must be contacted to arrange the Authorisation. An Authorisation number will be issued, and this number must be included when submitting the claim to the Medical Aid.

• This user manual will start on the Debtors screen.

• Click on the desired Debtor.

• The Debtor sidebar will open.

• Click on the Debtor Edit button.

• The Debtor Details screen will open.

• Click on the Add Authorisation button.

• The Clinical Information screen will open. 

• Click on the desired Patient.

• Click on the Add button to add a new Authorisation to the selected Patient.

• The Scheme Auth - Add/Edit Workflow Event screen will open. 

• Click on the Authorisation Code field to enter the Authorisation Number obtained from the Medical Aid.

Dates

Dates allow you to define a specific timeframe when working with records. The From Date sets the beginning of the period, while the To Date sets the end. Together, these fields help refine results by limiting information to the selected date range.

• Click on the From Date field to select the desired date from which the Authorisation will be valid, from the Date Picker that will become available.

• Click on the To Date field to select the desired date to which the Authorisation will be valid from the Date Picker that will become available.

• Click on the Diagnosis field to enter the diagnosis code; the list will shorten as you type.

• • Click on the desired option from the list to select it.

• Click on the Code field to enter the billing code. The list will shorten as you type.

• • Click on the desired option from the list to select it.

• The system will automatically input the associated billing code Description in the Description field.

• Click on the Quantity field to enter the number of the specific billing item that has been Authorised. 

• Click on the Delete button to remove the corresponding line. 

• Click on the Add Invoice Line button to add a new Invoice line.

• Click on the Save button to save the information. 

View and Edit

Allows you to view and make changes to the details of the record.

• The Authorisation that has just been saved will appear in the Previous Authorisations section.

• Click on the Authorisation Code.

• Click on the View button to see the details and edit a selected Authorisation.

• The Scheme Auth - Workflow Event screen will open to View and Edit the selected Authorisation entry.

• Click on the Save button to save the information if you have changed any of the details.