Medical Aid List Screen: Navigating the Administrator Tab

Administrators are organisations that manage and administer the operations of Medical Aid Schemes or Health Insurance Plans, providing various administrative services to ensure that the Medical Aids run efficiently and members receive their entitled benefits. Administrators play a crucial role in claims processing, benefit management, regulatory compliance, and customer support.

Please Note: Currently, the possibility to Edit existing entries and to Create new entries is only possible on the Desktop App. For more information, please refer to the user manuals: Medical Aids: Administrator.

  • The contents of this user manual will consist of the following information:
    • Filters
    • Screen Columns Action Buttons 
    • Columns
    • Page Options

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


Filters
Filters are tools or functionalities that allow you to narrow down or refine the results displayed on the Administrator screen.

  • Click on the Description field to enter the details of the Administrator who you are searching for.



  • Click on the Code field to enter the identifying Code associated with the Administrator you are looking for.



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



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


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

 

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

 


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



  • Code‎: An identifier that is associated with the Administrator.
  • Description: The name of the Administrator.
  • Tel No.‎: A telephone number where the Administrator can be reached.
  • Email: An email address where communication can be sent.
  • Website URL: The website address of the company that is the Administrator.


Screen Columns Action Buttons 
Several additional Options are available for the Columns. These additional Options are to help the User 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 Widths after any modifications are done.



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


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


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


Please Note: The screen only has the option to be displayed using the Default Layout and no other options are available for the layout of the screen.


Page Options
All the additional options that are available for the page.



  • Click on the Previous button to Navigate to the Previous Page.



  • Click on the Page Number button to Navigate to the desired 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 on the screen.



  • Click on the Export to PDF button to save the Report as a PDF file.



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

Last modified: Thursday, 27 June 2024, 12:36 PM