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Find InsureeAccess to the Find Insuree Page is restricted to users with the system roles of Accountant, Clerk and Health Facility Receptionist or with a role including an access to Insurees and Families/Insuree/Search. Pre-conditionsNeed to enquire on, or edit an insuree, and the family/group, policies and contributions associated. NavigationAll functionality for use with the administration of insurees can be found under the main menu |
Img. 134 Navigation Insurees
Clicking on the sub menu Page |
Img. 135 Find Insuree Page
The A. Search PanelThe Search Panel allows a user to select specific criteria to reduce the search results. In the case of insurees the following search options are available, which can be used alone or in combination with each other. Region Select the District Select the Municipality Select the Village Select the Insurance Number Type in the beginning of; or the full Last Name Type in the beginning of; or the full Given Names Type in the beginning of; or the full Gender Select the Marital Status Select the Type in the beginning of; or the full Phone Number Type in the beginning of; or the full Birth Date From Type in a date; or use the Date Selector Button, to enter the Birth Date To Type in a date; or use the Date Selector Button, to enter the Photo status Select whether all insurees are searched [Any] or only insurees [With] a photo assigned or only insurees [Without] photo assigned. Show historical values Click on Show historical values to see historical records matching the selected criteria. Historical records are displayed in the result as grayed out. (Img. 136) |
Img. 136 Historical records - Result Panel
Search Buttons When criteria are defined and potentially after a small delay, the search will be automatically executed. There are however two buttons on the top right:
B. Result PanelThe result panel displays a list of all Insurees found, matching the selected criteria in the search panel. The leftmost column contains a search icon which if clicked, opens a dialog with further details and eligibility check. On the right, the family icon directs the user to the Family Overview Page of the insuree’s family, and a button to delete the insuree. |
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The number of rows per page is limited to 10 by default but one can use the “Rows per page” drop-down in the bottom right of the search results. If there are more rows to display, one can use the page navigation. (Img. 139) |
Img. 138 Page selector- Result Panel
C. Information/Button PanelThe Information Panel is used to display messages back to the user. Messages will occur once a insuree has been added, updated or deleted or if there was an error at any time during the process of these actions. The Insuree Page |
Img. 139 Insuree Page
Adding an InsureeClick on the Green Plus Sign to re-direct to the Insuree Page. When the page opens all entry fields are empty. See the Insuree Page for information on the data entry and mandatory fields. Editing an InsureeDouble-click in the insuree search results to edit in the Insuree Page. The page will open with the current information loaded into the data entry fields. See the Insuree Page for information on the data entry and mandatory fields. Deleting an InsureeClick on trashcan icon on the right of an insuree search result to delete it. |
Img. 140 Delete insuree button
Before deleting a confirmation popup (Img. 141) is displayed, which requires the user to confirm if the action should really be carried out? |
Img. 141 Insuree Delete confirmation
When an insuree is deleted, all records retaining to the deleted insuree will still be available by selecting historical records. |
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