Chapter 05 : Claims page

How to open the Claims page.

Instructions :

    1. Open the homepage.
    2. Position your cursor over the menu, which is situated at the top of the homepage, and click the Medical Aid item in the top-level menu. This action will reveal a dropdown menu, which includes an option labeled Claims. Upon selecting the Claim option, the Claims page opens.

Search to selection: How to find and choose a claim.

Many claim functions rely on first selecting a particular claim on which the action is to be applied.

Before proceeding with the instructions in this OMP page it is crucial to familiarize yourself with the various sections of the page (i.e. toolbar, blue ribbon, table and form). If you are not yet acquainted with this information, please click here.

Instructions :

  1. Open the Claims page. Click here for instructions on how to do that.
  2. Locate a claim in the table section using the filters which are located in the Blue ribbon. You can use any of the following filters :
    • Medical aid society group
    • Patient name
    • Practice number
    • Claim status
    • Time range
      Following any change or modification to the filters mentioned above, the table section undergoes an update wherein claims that do not align with the search parameters are filtered out.
  3. After sufficiently narrowing down the table, you can select or focus on a single object by:
    • Navigating the table using the up/down arrow keys on your keyboard.
    • Selecting a specific table row with a left mouse button click.
    An object in focus is distinguished by a blue highlight in the table.

Update claim information.

This page is all about updating claim information.

Before proceeding with the instructions in this OMP page it is crucial to familiarize yourself with the various sections of the page (i.e. toolbar, blue ribbon, table and form). If you are not yet acquainted with this information, please click here.

Instructions :

  1. Find and select a claim. Click here to find out how to do this.
  2. Once focused on a particular claim, click the Edit toolbar button. After this step, the following actions will take place :
    • The toolbar transitions to level 3. This reveals the buttons that you will use to wrap up the creation or editing processes (i.e Save, Cancel).
    • The fields within the form section are activated. These fields/inputs are intended for specifying the various attributes of the object.
    • The table section is disabled, which means that no other object can be selected.
    • The search input in the Blue ribbon is disabled.

  3. Proceed through the form inputs, filling out all requred inputs and any additional ones you choose to complete. For efficient navigation, use the Tab key on your keyboard to move forward from one field to the next, or the Shift + Tab key combination to go back to the previous field.

  4. After entering the necessary information, click the Save toolbar button. If there are any required fields left blank, the system will not save the object. Instead, it will draw attention to and focus on the unfilled required field. However, if all inputs are properly filled, the saving process will be successful. After this step, the following actions will take place :
    • The toolbar will transition to level 2. This brings up the buttons that are useful after you’ve selected or focused on a specific object (i.e Edit, Delete).
    • The form fields become inactive.
    • The table section becomes active.
    • The search input in the Blue ribbon is enabled.