Submitting a Claim from the Case Management Screen
Submitting a claim to the Medical Aid is the process of sending the Case's invoices to the Debtor/Patient's Medical Aid for payment of the account. Upon a Patient's admission to a Hospital, multiple invoices may arise. Each Surgeon and the Hospital will bill the Patient independently. In instances where the Hospital invoices daily for Facility usage, Materials, Meals, etc., it is preferable to consolidate the charges and send a single bill to the Medical Aid or Patient, rather than issuing multiple invoices.
Please Note: Once all Invoices for the Case have been generated, it is necessary to submit the Case to the Medical Aid.
- This user manual will start on the Case Management screen.
- Select the Case whose claim needs to be submitted to the Medical Aid.
- The Case sidebar will open.
- For more information on the navigation and use of the Case sidebar, please refer to the user manual: Case Management Screen Sidebar: Navigation and Use.
- Click on the Submit Claim button.
Please Note: The Submit Claim button will be inaccessible if the Case has been discharged or if no invoices have been generated for the Case.
- An Attention! pop-up will appear, asking whether you are sure that you want to claim the Hospital Case with their respective Case number.
- Click on the Ok button to confirm.
- A Notification will pop up advising that the claim has been successfully submitted.
- The Notification will disappear and you will return to the Case Management screen.
Please Note: To view the Switching Status on a Case, you can view it on the Switch History screen. For more information on how to navigate to the Switch History screen, please see the user manual: Navigating and Use of the Switch History Screen.