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.