Setting up the Workflow for PMB Conditions using Smart Sticker Protocols allows you to create an automatic workflow that will be followed when a Patient is eligible for PMB benefits.

Using the suggested workflow will assist the Practice to streamline the process of how Patients are registered for PMB conditions and also to easily maintain the PMB status of the Patient.

  • The contents of this user manual will consist of the following information:
    • Overview of Setup 
      • Create and Setup the PDF Printover forms for each Medical Aid Option
      • Create an Email Template that will be used when the registration is submitted to the relevant Medical Aid
      • Create a Smart Sticker Protocol for Patients who are eligible for PMB Benefits
      • Add the Patient to the PMB Registration Smart Sticker Protocol

Overview of Setup 

  • Certain setup needs to be done in order for the suggested workflow to work.

Please Note: Set up will only be done once.




Create and Setup the PDF Printover forms for each Medical Aid Option
  • Using the PDF Print Over Workflow Event, you are able to plot the information using Placeholders so that when the form is generated the information will be pulled through from the Patient's file into the respective fields.


Please Note: There are several PDF Printover Templates that have already been plotted and set up with the placeholders. Please enquire with your FCL to find out if the forms you are going to use have been set up to save time. Your FCL will be able to upload the required forms which have already been plotted and configured.


Create an Email Template that will be used when the registration is submitted to the relevant Medical Aid
  • Creating an Email Template that will be used when a PMB registration is submitted will ensure that all the relevant information is included when the submission is made to the Medical Aid.



Create a Smart Sticker Protocol for Patients who are eligible for PMB Benefits
  • The PMB Protocol is created to specifically manage and streamline the workflow of PMB registrations to make the process easy and painless. 


    • There are several steps when creating the PMB Smart Sticker Protocol:
      • Name your Protocol.
      • Choose your Smart Sticker's colour.
      • Set up whether Patients will be Automatically/Manually be added to the PMB protocol.
        • Automatic: Once the pre-selected PMB condition is added to the Script/Invoice the system will automatically add the Patient to the protocol.
        • Manual: You will be prompted to add the Patient, once the ICD-10 code of the pre-selected PMB condition is added to the Patient.
      • Choose a Default State for the protocol (where the process will need to start).
        • The Default State will first need to be added before the state can be selected.
      • Select whether to Auto-Link previously diagnosed Patients to the new protocol.
        • Patients who have previously been billed or received a script for the pre-selected PMB conditions will automatically be added to the protocol.
      • Select the ICD-10 codes that will identify whether the Patient is eligible for PMB benefits.
        • Add the relevant ICD-10 codes for which your Practice will submit PMB registrations.
      • Create a Task Item workflow event as an auto reminder to re-register the Patient after expiration.
      • Add the Task Item Workflow event to the protocol.
      • Add Timers of how long the registration will be valid, before re-registration or expiration.
      • Add Actions that will automatically occur when the Smart Sticker Protocol status is changed.

Add the Patient to the PMB Registration Smart Sticker Protocol
  • Once all the setup has been done the PMB Smart Sticker can be used.


  • After setup has been done the new PMB Workflow can be used.

Last modified: Wednesday, 22 January 2025, 7:16 AM