The Medical Aid Management module is used to add Medical Aid schemes to the preLink system.
Please Note: This module is for medical aid schemes only and not for clients who utilize medical aid.
To access this module, navigate to "Administration > Stakeholders > Medical Aids", as shown below.
This will bring you to the following screen:
Search
To search the medical aid schemes:
- Select "Name", "Code", or "EDI Code" from the center drop-down list.
- Enter the medical aid scheme name, code, or EDI code in the search field.
- Click on "Search".
- Click on "Clear" to quickly clear the search field.
Add a New Medical Aid Scheme
To add a new medical aid scheme to the preLink system:
- Click on "Add new record" (below the search field).
The following screen will appear (please note the statement in red text):
- Enter the medical aid details in the provided fields.
- Click on "Insert".
After clicking on Insert, the following tabs will appear above the options fields, allowing you to further edit the medical aid scheme information:
Editing a Medical Aid Scheme
Note: The above tabs can also be accessed when editing an existing medical aid scheme on the list of the Medical Aid Management screen, by clicking on "Edit" as indicated below.
- Select each tab and add/edit the relevant information.
Details Tab
- After changing information in the Medical Aid Details tab, click on "Update".
- To delete the scheme from the list on the Medical Aid Management screen, click on "Delete", and then "OK" in the pop-up confirmation box.
- To cancel and return to the Broker Management screen, click on "Cancel".
Options Tab
Here you will add the plans for the medical aid scheme.
- Click on "Add new record". The Details options window will appear on the right.
- Enter the Options details.
- Click on "Insert".
- To change an Option, click on "Edit" on an Option in the list, then click on "Update" once complete.
- To delete an Option, click on "Delete", and then "OK" in the pop-up confirmation box.
Email Address Tab
- Click on "Add new record". The Details options window will appear on the right.
- Enter the Address details.
- Click on "Insert".
- To change an Address, click on "Edit" on the Address in the list, then click on "Update" once complete.
- To delete an Address, click on "Delete", and then "OK" in the pop-up confirmation box.
Phone Tab
- Click on "Add new record". The Details options window will appear on the right.
- Enter the Phone number details.
- Click on "Insert".
- To change a Phone number, click on "Edit" on the Phone number in the list, then click on "Update" once complete.
- To delete a Phone Number, click on "Delete", and then "OK" in the pop-up confirmation box.
Once all the information has been added, click on "Return to List" (top right) or Medical Aid Management (top left) to return to the Medical Management screen.