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.

Pre-conditions

A claim has been already submitted.

Navigation

All functionality for use with the administration of claim overview can be found under the main menu Claims, sub menu Reviews.

Open

Img. 29 Navigation Review

Clicking on the sub menu Review re-directs the current user to the Claims Overview Page.

Open

Img. 30 Image - Claims Overview Page

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.

A notification will be displayed to confirm display the action result (Img. 32)

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).

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)

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.

Actions Menu

The Action menu is used in conjunction with the current selected record (highlighted with light grey). The user should first select a record by clicking on any position of the record or by clicking on Select All (Img. 35)

Clear Selection

Unselect the selected claims

Select For Feedback

set the feedback status of the selected claims to Selected

Skip feedback

set the feedback status of the selected claims to Not Selected

Select For Review

set the review status of the selected claims to Selected

Skip Review

set the review status of the selected claims to Not Selected

Process selected

Process the selected claim with the status Checked, once processed the claims will have the status

Processed

this means that the valutation will be done against the cieling and deductible configure on the product page

Information Panel

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

Claim Review Page

Data Entry

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.

1. Approved Quantity (app.qty)

   Enter a number of approved provisions of the corresponding medical service or item.

2. Approved Price (app. price)

   Enter an approved price of the corresponding medical service or item.

3. Justification

   Enter justification for the entered corrections of the price and quantity of the medical service or item.

4. Status

   Select either the status in the claim Passed or Rejected for the corresponding medical service or item respectively.

5. 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)

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

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.