Review Claims¶
The functionality allows reviewing and adjustments of claims from medical point of view. Reviewing of claims is restricted to users with the system role of Medical Officer or with a role including an access to Claims/Claim/Review.
Table of Contents
Pre-conditions¶
A claim has been already submitted.
Claims Overview Page¶
The Claims Overview Page is the central point for all claim review administration. By having access to this panel, it is possible to review, feedback, amend and process claims. The panel is divided into five sections (Img. 30).
Search Panel¶
The search panel allows a user to select specific criteria to minimise the search results. In the case of claims the following search options are available, which can be used alone, or in combination with each other.
- Region
- Select the
Region
; from the list that appear after typing characters, all region containing the typed text will appear and be selectable underneath the box. Note: The list will only be filled with the regions assigned to the current logged in user. If this is only one then the region will be automatically selected - District
- Select the
District
; from the list that appear after typing characters , all district containing the typed text will appear and be selectable underneath the box. Note: The list will only be filled with the districts belonging to the selected region and assigned to the current logged in user. If this is only one then the district will be automatically selected - HF Code
- Select the
HF Code
; from the list that appear after typing characters, all HF code containing the typed text will appear and be selectable underneath the box. Note: The list will only be filled with the health facilities belonging to the selected district and assigned to the current logged in user. - HF Name
- Type in the beginning of; or the full
HF Name
, to search for claims belonging to the health facility whose name start with or match completely the typed text - Claim Administrator
- Select the
claim administrator
from the list that appear after typing characters , all claim administrator containing the typed text will appear and be selectable underneath the box. Note: The list will only be filled with the claim administrators belonging to the health facility selected. - Insurance Number
- Enter the insurance number of the patient. When the field is selected, the search insuree popup(:refnum:’insuree_picker’) will be display and will allow the claim administrator to search the insuree based on its insurance number, or/and last name, or/and other(first) name
- Claim No
- Type in the beginning of; or the full
Claim No
, to search for claims with claim identification which start with or match completely the typed text. - Review Status
- Select the
Review Status
from the list of the options for review status by clicking on the arrow on the right of the selector to select claims with a specific review status - Feedback Status
- Select the
Feedback Status
from the list of the options for feedback status by clicking on the arrow on the right of the selector to select claims with a specific feedback status - Claim Status
- Select the
Claim Status
from the list of the options for claim status by clicking on the arrow on the right of the selector to select claims with a specific claim status. - Main Dg
- Select the
Main Dg.
from the list of diagnoses by typing characters, all diagnoses containing the typed text will appear and be selectable underneath the box, to select claims with main diagnosis. - Batch Run
- Select the
Batch Run
from the list of batch runs by clicking on the arrow on the right of the selector to select claims included in a specific batch run. - Visit Date From
- Type in a date; or use the Date Selector (Tab. 12), to search for claims with a
Visit Date From
which is on or is greater than the date typed/selected. Note. To clear the date entry box; use the ``Clear`` button on the date picker popup. - Visit Date To
- Type in a date; or use the Date Selector (Tab. 12), to search for claims with a
Visit Date To
which is on or is less than the date typed/selected. Note. To clear the date entry box; use the ``Clear`` button on the date picker popup. - Claim Date From
- Type in a date; or use the Date Selector (Tab. 12), to search for claims with a
Claim Date From
which is on or is greater than the date typed/selected. Note. To clear the date entry box; use the ``Clear`` button on the date picker popup. - Claim Date To
- Type in a date; or use the Date Selector (Tab. 12), to search for claims with a
Claim Date To
which is on or is less than the date typed/selected. Note. To clear the date entry box; use the ``Clear`` button on the date picker popup. - Visit Type
- Select type of out-patient visit or in-patient admission from the list of types of visit to search for claims made on specific visit/admission type.
Claim Selection Update Panel¶
This panel is basically for functionality of updating multiple claims which are currently loaded in the Result Panel at once basing on the claim filter criteria available on this panel. The update on the claims is basically changing Feedback Status and Review Status of a claim from Idle to Selected for Feedback or Selected for Review respectively. The filters in this panel work on the claims which are currently loaded on the result panel. The combination of filters is either Select
and either Random
or Value
combination of Value
and Variance
.
- Select
- A selection dropdown box to select between Review Select and Feedback Select to filter only claims whose review status is Idle or feedback status is Idle respectively from among claims currently in the Result Panel.
- Random
- Accept a number which is considered to be a percentage of the claims in the Result Panel. Check the random checkbox and enter a number on the text field next to checkbox. The default is 5%.
- Value
- Accept a number which is considered to be claimed value. This will filter claims from the Result Panel by taking claims whose claimed value is equal or greater than the entered number in the Value text field. Check the value checkbox and enter a number on the text field next to checkbox.
- variance
- Enable to set a variance arround the
Value
specified Percentage Variance = [(Claim Value Filter Value) – 1] * 100 - filter button
- Once desired criteria have been set and after clicking this button(Img. 36), then the claims currently displayed in the result panel which satisfy the criteria, a reduced number of claim will be dispalyed in the result panel
- bulk updates
One can select them all (Img. 35) then by clicking on the 3 dots(Img. 37) more advanced actions (Img. 38) will be displayed
Img. 31 Error message when the filter have no result
A notification will be displayed to confirm display the action result(Img. 32)
Img. 32 Claim Review Action Notification
Result Panel¶
The Result Panel displays a list of all claims found, matching the selected criteria in the search panel. The currently selected record is highlighted with light blue, while hovering over records changes the highlight to yellow (Img. 33).

Img. 33 Claim Review Search Result: Selected (light grey), record updated (zebras)
Per default 10 records can be displayed at one time in a scroll panel but this number can be changed (Img. 42, the default value can also be changed in front end configuration), Further records can be viewed by changing pages (Img. 41).
The Feedback and Review Status Columns in each row contain a drop down list with options for claim feedback status and claim review status. A user can change the claim feedback and review status to Idle to Not Selected or Selected or Bypass. the change will take effect directly in an asynchronous mode, a notification will indicate the result of the update (Img. 34)

Img. 34 Selection of claim for feedback/review notification
- Deliver Review
- Clicking on this button (Img. 40) re-directs a user to the Claim Review Page, where a claim with review status Selected for Review can be reviewed and its current review status changed to Reviewed. If the claim is not in the status Selected for Review then the claim can be only loaded and shown to the user without any subsequent action.
- Deliver feedback
- Clicking on this button (Img. 39) re-directs a user to the Claim Feedback Page, where a claim with feedback status Selected for Feedback can be feed backed and its current feedback status changed to Delivered.
Claim Review Page¶
Data Entry¶
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Img. 43 Claim Review Page
Claim Review Page
will show read-only information of the current claim selected for review, on the top section of the page, on some of the grid columns of the claim services grid and claim items grid and on the bottom of all the grids. As well, the page has input boxes where a user with the system role Medical Officer or with a role including an access to Claims/Claim/Review can enter new relevant values for review of the current claim.
Read-only information of the current claim:
- HF
- The health facility code and name which the claim belongs to.
- Main Dg.
- The code of the main diagnosis.
- Sec Dg1
- The code of the first secondary diagnosis.
- Sec Dg2
- The code of the second secondary diagnosis.
- Sec Dg3
- The code of the third secondary diagnosis.
- Sec Dg4
- The code of the fourth secondary diagnosis.
- Visit type
- The type of the visit or of the hospital stay (Emergency, Referral, Other)
- Date Processed
- The date on which the claim was processed (sent to the state Processed).
- Claim Administrator
- The administrator’s code, who was responsible for submission of the current claim.
- Insurance Number
- The insurance number of the patient
- Claim No.
- The unique identification of the claim within the claiming health facility.
- Patient Name
- The full name of the patient on whom the claim is made
- Date Claimed
- The date on which the claim was prepared by the claiming health facility
- Visits Date From
- The date on which the patient visited (or was admitted by) the health facility for treatment on which the claim is basing on
- Visit Date To
- The date on which the patient was discharged from the health facility for treatment on which the claim is basing on
- Guarantee No.
- Identification of a guarantee letter.
- Claimed
- The sum of prices of all claimed services and items at the moment of submission of the claim.
- approved
- The value of the claim after automatic checking during its submission and after the corrections of the claim done by a medical officer.
- Adjusted
- The value of the claim after automatic adjustments done according to the conditions of coverage by the patient’s policy.
- Explanation
- Explanation to the claim provided by the claiming health facility.
- claim status
- Claim status is shown on the very bottom right end side after the two grids. This is status which claim gets after submission.
Editable information of the current claim:
- Adjustment
- Enter a text summarizing adjustments in claim done by a medical officer.
Services and Items data entry grids.
- Approved Quantity (app.qty)
Enter a number of approved provisions of the corresponding medical service or item.
- Approved Price (app. price)
Enter an approved price of the corresponding medical service or item.
- Justification
Enter justification for the entered corrections of the price and quantity of the medical service or item.
- Status
Select either the status in the claim Passed or Rejected for the corresponding medical service or item respectively.
- Rejection reason
The last column of each of the two grids, headed with character ‘R’, gives rejection reason number for each of the claimed services or claimed items in the claim services grid or the claim items grid respectively. Rejection reasons are as follows:
The rejection description is displayed on the screen when the mouse pointer is above the given line (Img. 44)
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Img. 44 Image Rejection Description
Reason Code Reason Description -1 Rejected by a medical office 10 Accepted 1 Item/Service not in the registers of medical items/services 2 Item/Service not in the pricelists associated with the health facility 3 Item/Service is not covered by an active policy of the patient 4 Item/Service doesn’t comply with limitations on patients (men/women, adults/children) 5 Item/Service doesn’t comply with frequency constraint 6 N/A 7 Not valid insurance number 8 Diagnosis code not in the current list of diagnoses 9 Target date of provision of health care invalid 10 Item/Service doesn’t comply with type of care constraint 11 Maximum number of in-patient admissions exceeded 12 Maximum number of out-patient visits exceeded 13 Maximum number of consultations exceeded 14 Maximum number of surgeries exceeded 15 Maximum number of deliveries exceeded 16 Maximum number of provisions of item/service exceeded 17 Item/service cannot be covered within waiting period 18 N/A 19 Maximum number of antenatal contacts exceeded
Saving / Reviewing¶
Once appropriate data is entered, clicking on the Save
button (Img. 13) will save the claim review and set the reivew status to deliver
; a message confirming that the claim has been saved will appear on the Information Panel.
data entry validation¶
If inappropriate data is entered at the time the user clicks the Save
button, an error message will appear in the Information Panel, and the data field will take the focus
Back¶
By clicking on the back
button (Img. 14), the user will be re-directed to the Claims Overview Page.
Claim Feedback Page¶
The Claim Feedback page will show -only information of the current claim selected for feedback, on the top section of the page it has input boxes where a user with the system role Medical Officer or with a role including an access to Claims/Claim/Feedback can enter feedback on the current claim or where the user can read a feedback delivered by enrolment officers.
Data Entry¶

Img. 45 Claim Feedback Page
Read-only data of the feedback includes in the section **Claim the following:**
- Health Facility
- The health facility code and name which the claim belongs to.
- Insuree
- Patient/beneficiary names and insurance number
- Date Claimed
- The date on which the claim was prepared by the claiming health facility
- Visits Date From
- The date on which the patient visited (or was admitted by) the health facility for treatment on which the claim is basing on
- Visit Date To
- The date on which the patient was discharged from the health facility for treatment on which the claim is basing on
- Visit Type
- Type of visit covered by the claim (emergency, referal, other)
- Claim No.
- The unique identification of the claim within the claiming health facility.
- Guarantee No.
- Identification of a guarantee letter for prior approval of provision of claimed health care.
- Claim Status
- The status of the claim.
- Review Status
- The status of the claim with respect to reviewing.
- Feedback Status
- The status of the claim with respect to feed backing.
- Claim Administrator
- The administrator’s code and name, who was responsible for submission of the current claim.
Modifiable data of the feedback included in the section Feedback the following
- Feedback Date
Type in a date of collection of the feedback; Clicking on the field will pop-up an easy to use, calendar selector (Tab. 12); by default the calendar will show the current month, or the month of the currently selected date, with the current day highlighted.
- Enrolment Officer
Select an enrolment officer from the list of enrolment officers, by clicking the arrow on the right side of selection field. The enrolment officer collects feedback from the patient.
- Care Rendered
Select ‘Yes’ or ‘No’ from the slider
- Payment Asked
Select ‘Yes’ or ‘No’ from the slider
- Drugs Prescribed
Select ‘Yes’ or ‘No’ from the slider
- Drugs Received
Select ‘Yes’ or ‘No’ from the slider
- Overall Assessment
Choose one level among the six levels available from the slider
Saving¶
Once all mandatory data is entered, clicking on the Save
button (Img. 13) will save the feedback on current claim. The user will be re-directed back to the Claims Overview Page; a message confirming that the feedback has been saved will appear on the Information Panel. If inappropriate data is entered or mandatory data is not entered at the time the user clicks the Save button, an error message will appear in the Information Panel, and the data field will take the focus.
Back¶
By clicking on the back
button (Img. 14), the user will be re-directed to the Claims Overview Page