Claim Administrators Administration

The register contains employees of contractual health facilities responsible for preparation and/or submission of claims. Administration of the register of claim administrators is restricted to users with the system role of Scheme Administrator or with a role including an access to Administration/Claim Administrators.

Pre-conditions

A claim administrator may be added after the agreement of a contractual health facility and the management of the scheme administration. Entry of a claim administrator in the register of claim administrators doesn’t mean that the claim administrator can login to IMIS. He/she has to be entered also in the register of users. It is facilitated by the ability to create the entry of a claim administrator into the register of claim administrators and the register of users simultaneously.

Claim Administrators Control Page

The Claim Administrators Control Page is the central point for the administration of all claim administrators. By having access to this panel, it is possible to add, edit, delete and search claim administrators. The panel is divided into four panels (Image 68).

  1. Search Panel

    The search panel allows a user to select specific criteria to minimise the search results. In the case of claim administrators the following search options are available which can be used alone or in combination with each other.

    • Last Name

      Type in the beginning of; or the full Last name; to search for claim administrator with a Last name, which starts with or matches completely, the typed text.

    • Code

      Type in the beginning of; or the full Code to search for claim administrator with a Code, which starts with or matches completely, the typed text.

    • Other Names

      Type in the beginning of; or the full Other Names to search for claim administrator with Other Names which starts with or matches completely, the typed text.

    • Birth Date From

      Type in a date; or use the Date Selector Button, to enter the Birth Date From to search for claim administrators having the same or later birth date. Note. To clear the date entry box; use the mouse to highlight the full date and then press the space key.

    • Birth Date To

      Type in a date; or use the Date Selector Button, to enter the Birth Date To to search for claim administrators having the same or earlier birth date. Note. To clear the date entry box; use the mouse to highlight the full date and then press the space key.

    • Date Selector Button

      Clicking on the Date Selector Button will pop-up an easy to use, calendar selector (Image 69); by default the calendar will show the current month, or the month of the currently selected date, with the current day highlighted.

      • At any time during the use of the pop-up, the user can see the date of today.
      • Clicking on today will close the pop-up and display the today’s date in the corresponding date entry box.
      • Clicking on any day of the month will close the pop-up and display the date selected in the corresponding date entry box.
      • Clicking on the arrow to the left displays the previous month.
      • Clicking on the arrow on the right will displays the following month.
      • Clicking on the month will display all the months for the year.
      • Clicking on the year will display a year selector.
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      Image 69 - Calendar Selector - Search Panel

    • HF Code

      Select HF Code (a health facility code); from the list of health facility codes by clicking on the arrow on the right of the selector to select claim administrators from a specific health facility. Note: The list will only be filled with the health facilities from districts which are assigned to the current logged in user.

    • Phone Number

      Type in the beginning of; or the full Phone Number to search for claim administrators with a Phone Number, which starts with or matches completely, the typed number.

    • Email

      Type in the beginning of; or the full email to search for claim administrators with an e-mail, which starts with or matches completely, the typed text.

    • Historical

      Click on Historical to see historical records matching the selected criteria. Historical records are displayed in the result with a line through the middle of the text (strikethrough) to clearly define them from current records (Image Insuree Enquiry Results).

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    Image 70 - Historical records - Result Panel

    • Search Button

      Once the criteria have been entered, use the search button to filter the records, the results will appear in the Result Panel.

  2. Result Panel

    The Result Panel displays a list of all claim administrators 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 (Image 71). The leftmost record contains a hyperlink which if clicked, re-directs the user to the actual record for detailed viewing if it is a historical record or editing if it is the current record.

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    Image 71 - Selected record (blue), hovered records (yellow) - Result Panel

    A maximum of 15 records are displayed at one time, further records can be viewed by navigating through the pages using the page selector at the bottom of the result Panel (Image 72)

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    Image 72 - Page selector- Result Panel

  3. Button Panel

    With exception of the Cancel button, which re-directs to the Home Page, and the Add button which re-directs to the Claim Administrator Page, the button panel (the buttons Edit and Delete) is used in conjunction with the current selected record (highlighted with blue). The user should first select a record by clicking on any position of the record except the leftmost hyperlink, and then click on the button.

  4. Information Panel

    The Information Panel is used to display messages back to the user. Messages will occur once an officer has been added, updated or deleted or if there was an error at any time during the process of these actions.

Claim Administrator Page

  1. Data Entry

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    Image 73 - Claim Administrator Page

    claim administrator details

    • Code

      Enter the code for the claim administrator. Mandatory, 8 characters maximum.

    • Last name

      Enter the last name (surname) for the claim administrator. Mandatory, 100 characters maximum.

    • Other Names

      Enter other names of the claim administrator. Mandatory, 100 characters maximum.

    • Date of Birth

      Enter the date of birth for the claim administrator. Note. To clear the date entry box; use the mouse to highlight the full date and then press the space key.

    • Phone Number

      Enter the phone number for the claim administrator. 50 characters maximum.

    • Email

      Enter the e-mail for the claim administrator. 50 characters maximum.

    • HF Code

      Select from the list of available health facilities the health facility which the claim administrator will have access to and will act for. Mandatory.

    • Include Login

      Enable the claim administrator to use openIMIS web by creating web credentials (claim administrators primary interface is the claim application running on android device that doesn’t require openIMIS user), the change must be saved to be taken into account.

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      Image - Claim Administrator Login

      Once the login is created, it will be visible in the User Control Page

  2. Saving

    Once all mandatory data is entered, clicking on the Save button will save the record. The user will be re-directed back to the Claim Administrators Control Page, with the newly saved record displayed and selected in the result panel. A message confirming that the claim administrator has been saved will appear on the Information Panel.

  3. Mandatory data

    If mandatory data is not entered at the time the user clicks the Save button, a message will appear in the Information Panel, and the data field will take the focus (by an asterisk on the right side of the corresponding field).

  4. Cancel

    By clicking on the Cancel button, the user will be re-directed to the Claim Administrators Control Page.

Adding a Claim Administrator

Click on the Add button to re-direct to the Claim Administrator Page.

When the page opens all entry fields are empty. See the Claim Administrator Page for information on the data entry and mandatory fields

Editing a Claim Administrator

Click on the Edit button to re-direct to the Claim Administrator Page..

The page will open with the current information loaded into the data entry fields. See the Claim Administrator Page for information on the data entry and mandatory fields

Deleting a Claim Administrator

Click on the Delete button to delete the currently selected record

Before deleting a confirmation popup (Image 74) is displayed, which requires the user to confirm if the action should really be carried out.

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Image 74 - Delete confirmation- Button Panel

When a claim administrator is deleted, all records retaining to the deleted claim administrator will still be available by selecting historical records.