Insurance Workflows Archives - medic-freit

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How To Login?

How to log in for staff members

How to (Add, Update, Delete) staff's ?

How to Create Staff?
How to delete staff
Domain knowledge of Staff
Constraints
How to update staff?
How to Configure Default Medical Service for a Doctor ?
How to Change or Remove the Default Medical Service ?

Doctor's Schedule ?

How to add a doctor’s schedule?
Pre-requisites
Domain Knowledge of Schedule
How to delete a doctor’s schedule?
How to edit a doctor’s schedule?
Constraints
How to Manage Appointments Affected by Doctor Schedule Changes ?

Encounter Configuration

How to Enable Encounter Fields ?
Pre-requisites
Domain Knowledge of Encounter Configuration
How to Disable Encounter Fields ?
Constraints
How to Configure Encounter Fields as Compulsory or Optional ?

Doctor’s License

How to add a doctor’s license?
Pre-requisites
Domain Knowledge of the doctor’s license
Constraints

Patient’s Registration

How to add a new Patient?
Pre-requisites
How to add patients via EID reader?
How to add a patient basic profile?
Constraints

Patients’ Profile

How to view patients’ Profile?
Pre-requisites
Domain Knowledge of Patient Profile
How to Edit Patients’ Profile?

Patients’ Dependant Info

How to add dependant?
Domain Knowledge
How to view dependant Info?
Constraints

Patients’ Cards

How to add patient Emirates ID?
How to add patient Insurance Card?
How to view and change uploaded Emirates ID?
How to view and change uploaded Insurance card?
Pre-Requisites
Domain Knowledge of Patients’ Cards
Constraints

Patient Insurance Details

How to add patient insurance details
How to update patient insurance details
Pre-Requisites
Domain knowledge of Insurance details
Constraints

Miscellaneous

Pre-requisites
Domain Knowledge
How to Add a Corporation for Corporate Employees
How to Edit a Corporation for Corporate Employees
How to Remove a Corporation for Corporate Employees
How to Allow Clinics to Block/Stop Sending Specific Patient’s Data to Riayati or Nabidh

Encounters in Patient Profile

How to View a Patient’s Past Encounters?
How to view Encounter Notes?
How to view invoice from encounters?
How to print encounters?
How to print prescription?
How to print prescription- generics?
Pre-Requisites
Domain Knowledge
Constraints

Medical Reports in Patient Profile

Accessing a Patient’s Medical Reports:
How to add Medical Report to Patient Profile?
How to edit Medical Reports?
How to delete Medical Reports?
Pre-Requisites
Constraints

Sick Leaves in Patient Profile

How to view and print Sick Leaves?
Pre-Requisites
Domain Knowledge of Sick leaves
Constraints

Documents in Patient Profile

How to add documents?
How to print documents?
How to view documents?
How to delete documents?
Pre-Requisites
Domain Knowledge of Documents
Constraints

Notes in Patient Profile

How to View Notes?
Pre-Requisites
Domain Knowledge
Constraints

Consents in Patient Profile

How to add consents in Patient’s Profile
How to view consents?
How to delete consents?
How to print Consents?
Pre-Requisites
Constraints
How to Digitally Sign Consents from Medic?
How to Share Consents with Patients via Email for Digital Signature ?

Managing Lab Pricing: Additions and Deletions

How to add Lab?
How to delete a Lab from the clinic?
How to edit a Lab from the clinic?
Pre-Requisites
Domain Knowledge of Labs
Constraints

Information Leaflets in Patient Profile

How to Add Information Leaflets?
How to View Information Leaflets?
How to Delete Information Leaflets?
Pre-Requisites
Domain Knowledge of Information Leaflets
Constraints
How to Share Information Leaflets Via Email?

Managing Imaging Pricing: Additions and Deletions

How to add Imaging?
How to delete Imaging from the clinic?
How to edit an Imaging from the clinic?
Pre-Requisites
Domain Knowledge of Imaging
Constraints

Managing Procedures Pricing: Additions and Deletions

How to add Procedures?
How to delete Procedure from the clinic?
How to edit Procedure from the clinic?
Pre-Requisites
Domain Knowledge of Procedures
Constraints

Managing Services and Products Pricing: Additions and Deletions

How to add Services and Products?
How to delete a Service/Product from the clinic?
How to edit Service or Product from the clinic?
Pre-Requisites
Domain Knowledge of Services and Products
Constraints

Managing Drugs Pricing: Additions and Deletions

How to add Drugs?
How to delete a Drug from the clinic?
How to edit a Drug from the clinic?
Pre-Requisites
Domain Knowledge of Drugs
Constraints

Encounters (Consultative and Non-Consultative)

How to start Non-Consultative Encounters?
How to Queue Consultative Encounters?
How to start Consultative Encounters?
How to end Consultative Encounters?
How to cancel Encounters?
How to start a Dental Encounter?
Pre-Requisites
Domain Knowledge
Constraints
How to View Balance Payment Notification

Chief Complaint Section

How to add or edit Chief Complaint?
How to add Chief Complaint from the Past tab?
How to Add Chief Complaint from the doctor’s Favourite tab?
How to add Current Chief Complaint as doctor favourite via Encounter screen?
How to add Chief Complaint from the Clinic Favourite tab?
Domain Knowledge of Chief Complaint
Constraints

Allergies

How to add allergies?
How to delete Allergies?
How to update Allergies?
Domain Knowledge of Allergies
Constraints

History

How to add Family History?
How to add Social History?
How to add Procedure History?
How to edit Family Histories?
How to delete Histories?
Domain Knowledge of Medical History
Constraints

Immunizations

How to add Immunizations?
How to edit Immunizations?
How to delete Immunizations?
How to mark Immunizations as Administered?
Domain Knowledge of Immunizations
Constraints

Problems

How to add Problems?
How to edit Problems?
How to delete Problems?
Domain Knowledge of Problems
Constraints

Vital Signs

How to add Vital Signs?
How to view past Vital Signs?
How to edit Vital Signs?
How to delete Vital Signs?
Domain Knowledge of Vital Signs
Constraints

Present Illness

How to add Present Illness?
How to edit Present Illness?
How to delete History of Present Illness?
How to add Present Illness from the Past tab?
How to add Present Illness from the doctor’s Favourite tab?
How to add Present Illness as Doctor Favourite via encounter screen?
How to add Present Illness from the Clinic Favourite tab?
Domain Knowledge of Present illness
Constraints

Subjective Symptoms

How to add Subjective Symptoms?
How to edit Subjective Symptoms?
How to delete Subjective Symptoms?
How to add Subjective Symptoms from the Past tab?
How to add Subjective Symptoms from the doctor’s Favourite tab?
How to add Subjective Symptoms as Doctor Favourite via encounter screen?
How to add Subjective Symptoms from the Clinic Favourite tab?
Constraints

Review of System

How to add a Review of System?
How to edit the Review of System?
How to delete Review of System?
How to add Review of System from the Past tab?
How to add Review of System from the doctor’s Favourite tab?
How to add Review of System as Doctor Favourite via encounter screen?
How to add Review of System from the Clinic Favourite tab?
Constraints

Physical Exam

How to add Physical Exam?
How to edit Physical Exam?
How to delete Physical Exam?
How to add Physical Exam from the Past tab?
How to add Physical Exam from the doctor’s Favourite tab?
How to add Physical Exam as doctor favourites via encounter screen?
How to add Physical Exam from the Clinic Favourite tab?
Constraints

Diagnosis

How to add diagnosis?
How to edit Diagnosis?
How to delete Diagnosis?
How to add past Diagnosis?
How to add the Diagnosis from the doctor’s favourite tab?
How to add Diagnosis as doctors’ favourite via encounter screen?
How to add Diagnosis from the Clinic Favourite tab?
Domain Knowledge of Diagnosis
Constraints

Labs

How to add Labs?
How to edit Labs?
How to delete Labs?
How to add Labs from the past tab?
How to add Labs from the doctor’s favourite tab?
How to add Labs as doctors’ favourite via encounter screen?
How to add Labs from the Clinic Favourite tab?
Domain Knowledge of Labs
Constraints

Imagings

How to add Imaging?
How to edit an Imaging?
How to delete Imaging?
How to add Imaging from the past tab?
How to add Imaging from the doctor’s favourite tab?
How to add Imaging as doctor favourites via encounter screen?
How to add Imaging from the Clinic Favourite tab?
Domain Knowledge of Imaging
Constraints

Procedures

How to add Procedure?
How to edit Procedure?
How to delete Procedure?
How to add Procedure from the past tab?
How to add Procedure from the doctor’s favourite tab?
How to add Procedure as doctor favourites via encounter screen?
How to add Procedure from the Clinic Favourite tab?
Domain Knowledge of Procedure
Constraints

Services and Products

How to add Services and Products?
How to edit Services and Products?
How to delete Services and Products?
How to add Services and Products from the past tab?
How to add Services and Products from the doctor’s favourite tab?
How to add Services and Products as doctor favourites via encounter screen?
How to add Services and Products from the Clinic Favourite tab?
Domain Knowledge of Services and products
Constraints

Drugs

How to add Drugs?
How to edit Drugs?
How to delete Drugs?
How to add Drugs from the past tab?
How to add Drugs from the doctor’s favourite tab?
How to add Drugs as doctor favourites via encounter screen?
How to add Drugs from the Clinic Favourite tab?
Domain Knowledge of Drugs

Prescriptions

How to add Prescription?
How to edit Prescription?
How to Delete Prescription?
How to add Prescriptions from the past tab?
How to add Prescription from the doctor’s favourite tab?
How to add Prescription as doctor favourites via encounter screen?
How to add Prescriptions from the Clinic Favourite tab?
Domain Knowledge of Prescription
How to Delete Multiple Prescriptions at Once ?

Treatment

Domain Knowledge of Treatment
Pre-requisites
How to add Treatment Instructions and Plan?
How to edit Treatment Instructions and Plan?
How to delete Treatment Instructions and Plan?
How to add Treatment Instructions and Plan from the Past tab?
How to add Treatment Instructions and Plan from the Doctor’s Favourite tab?
How to add Treatment Instructions or Plan as doctor Favourites via encounter screen?
How to add Treatment Instructions and Plan from the Clinic Favourite tab?

Encounter Notes

Domain Knowledge of Encounter Notes
How to view Encounter Notes?
Constraints

Medical Reports

How to View Medical Reports?

Sick Leaves

Domain Knowledge of Sick leaves
Pre-requisites
How to Generate Sick Leaves Certificate?
How to Edit Sick Leaves?
How to Print Sick Leaves?

Documents

Domain Knowledge of Documents
Pre-requisites
How to Add Documents?
How to View Documents?
How to Delete Documents?
How to Print Documents?

Appointment Calendar

Constraints
How to Download the Appointments List
How to book recurring appointments?
Rescheduling via drag and drop on appointment calendar:
How to reschedule an appointment?
How to edit an appointment?
How to mark an appointment no-show?
How to confirm an appointment?
How to queue an appointment?
How to Access Appointment Calendar?
How to view appointment information?
How to book an appointment via week view?
How to book an Appointment via multi-doctor view?
How to book an Appointment via Individual doctor view?
Domain Knowledge of Appointment Calendar
Individual Doctor Week view of Appointment Calendar
Individual Doctor Day view of Appointment Calendar
Multi Doctor Day view of Appointment Calendar

Doctor’s Favourite

Pre-Requisites
Domain Knowledge
How to add a Doctor’s Favourite?
How to delete a Doctor’s Favourite?
How to edit a Doctor’s Favourite?
Constraints

Clinic Favourites

Pre-Requisites
Domain Knowledge
How to add a Clinic Favourite?
How to delete a Clinic Favourite?
How to edit a Clinic Favourite?
Constraints

Orders

Domain Knowledge
Pre-Requisites
How to View Orders?
How to Update the Status of Orders?
How to add Medical Reports from Orders?
How to Export Orders Associated Reports

Prescription Orders

Pre-Requisites
Domain Knowledge
How to view Prescription Orders?
How to Print Prescription?
How to Print Prescription Generics?
How to Export Prescriptions Associated Reports

Invoices

Pre-Requisites
Domain Knowledge
How to complete Invoice details?
How to edit Discount?
How to edit Quantity?
How to Remove Utility from Invoice?
How to Update Price?
How to Add Utilities to the Invoice?
How to Add Utilities to the Invoice from Clinic Favourite?
How to Make a Payment for an Invoice?
How to Print Paid Invoice?
How to Print an Unpaid Invoice?
How to print Receipt from an Invoice?

Receipts

Pre-Requisites
Domain Knowledge
How to Print Receipts?
How to View Invoice from Receipts?

Insurance Plans

Pre-Requisites
Domain Knowledge
How to add Insurance Plan:
How to edit Insurance Plan?
How to delete Insurance Plan?
Constraints

Insurance Pricing

Pre-Requisites
Domain Knowledge
How to add Insurance Pricing?
How to edit Insurance Pricing?
How to delete Insurance Pricing?
Constraints

Reports

Domain Knowledge
Pre-requisites
How to apply filters?
How to export reports?
Constraints
Sales
Insurance
Miscellaneous

Subscription Invoice

Domain Knowledge
How to Process Payment?

Configuration

Pre-Requisites
How to Add Header image?
How to Add Footer image?
How to Merge Patient?

File Upload

Pre-Requisites
Domain Knowledge
How to add Cash Pricing?
How to add Insurance Pricing?
How to add Corporate Pricing
How to Download File?
How to Edit Mapping?
How to re-run Upload?
How to Delete File?
Constraints

Document Templates

Pre-Requisites
Domain Knowledge of Document Templates
How to Create Document Templates?
How to Edit Document Templates?
How to Delete Document Templates?

Consent Document Templates

Pre-Requisites
Domain Knowledge of Consent Document Templates
How to Add Consent Document Templates?
How to Edit Consent Document Templates?
How to Delete Consent Document Templates?

Information Leaflets Templates

Domain Knowledge of Information Leaflets Template
Pre-Requisites
How to Add Information Leaflets Templates?
How to View Information Leaflets Templates?
How to Delete Information Leaflets Templates?
How to Edit Information Leaflets Templates ?

Custom Codes

Pre-Requisites
Domain Knowledge of Custom Codes
How to Add Custom Codes?
How to Edit Custom Codes?
How to Delete Custom Codes?
Constraints

E-Rx

Getting Started
Registration
Logging In
How Medic Automates ERX?

Marketing Subscription Package

Domain Knowledge
How to purchase marketing subscription package?

Automations

Pre-Requisites
Domain Knowledge
How to enable/disable SMS for specific events/conditions?
How to Create an SMS Text Message?

Automation Usage Stats

Domain Knowledge
How to view Automation Usage Stats?

Deal Redemption

Domain Knowledge
How to Redeem a Deal?

Offered Deals

Domain Knowledge
How to View Offered Deals?

Medic Credentials

Domain Knowledge
How to Change Email in Medic?
How to Change Password in Medic?

Medic Account Details

Pre-Requisites
Domain Knowledge
How to View and Edit Facility Details?
How to View and Edit User Details?

Facility Location Info

Pre-Requisites
Domain Knowledge
How to Edit Facility Location Info?
How to Add/Edit Cover Photos?
How to Add/Edit Photos?

Service Agreement

Domain Knowledge
How to View and Download the Service Agreement?

Custom Role

Pre-Requisites
Domain Knowledge
How to Add a Custom Role?
How to Update a Custom Role?
How to Delete a Custom Role?

Care Account Registration

Pre-Requisites
Domain Knowledge of Care Account
How to Register Account on Care?
Constraints

Care Account Login

How to login for Patients?
How to Change Password?
Constraints

Care-Medic Profile Linking

Domain Knowledge
How to Link Care with Medic?
Profile Linking Problem in Care and Medic – Scenario and Solution

Dependants/ Family Members in Care

Domain Knowledge of Dependents/ Family Members
How to add a Dependant/Family member?

Doctors’ Appointment Booking in Care

Pre-Requisites in Medic
Pre-Requisites in Care
Domain knowledge of Appointment Booking in Care
How to Book Doctors’ Appointment in Care via Doctors tab?
How to Book Doctors’ Appointment in Care via the Clinics tab?
How to View Booked Doctors’ Appointment in Care?
How to Book Doctors’ Appointment Again in Care?

Lab Reports in Care

Domain Knowledge of Lab Reports in Care
How to Download and View Lab Reports in Care?

Deals in Care

Pre-Requisites
Domain Knowledge of Deals
How to View Deal Details in Care?
How to Purchase Deals in Care?
How to View Purchased Deals in Care?
How to Cancel Deal via Care?
How to buy deal again via Care?

Digital Consents in Care

Pre-Requisites
Domain Knowledge of Digital Consents in Care
How to View Consents in Care?
How to Sign Consents Digitally in Care?

Information Leaflets in Care

Pre- Requisites
Domain Knowledge of Information Leaflets in Care
How to View Information Leaflets in Care?
How to Download Information Leaflets from Care?

Tele/Video Consultations

Pre-Requisites in Medic
Domain Knowledge of Video/Tele Consultation
Video/Tele Consultation Appointment Booking via Care
How to View Booked Tele/Video Consultation Appointment in Care?
How to view Booked video/Tele Consultation Appointment in Medic?
How to Book a Tele/Video Consultation Again?
How to Cancel a Tele/Video Consultation Appointment?
How to Reschedule a Tele/Video Consultation Appointment?
How to Queue an encounter for Video Consultation via Medic?
How to start a call for video consultation by doctor via Medic?
How to join the call for video consultation by patient via Care ?
Constraints
Video/Tele Consultation Appointment booking via Medic

Wallet in Care

Domain Knowledge
How to View Wallet Balance?
How to View Wallet Transaction History?

Riayati PO Linking with Medic

How to link Riayati PO with Medic?
How to View and Print Submitted E-Rx?

Encounter Screen for Non-Consultative Encounters

Domain Knowledge of Non-Consultative Encounter Screen
Pre-Requisites
Constraints
Immunizations in Non-Consultative Encounters
Labs in Non-Consultative Encounters
Imagings in Non-Consultative Encounters
Procedures in Non-Consultative Encounters
Services and Products in Non-Consultative Encounters
Drugs in Non-Consultative Encounters

Insurance Workflows

Medic – Insurance Configuration
Upload Insurance Pricing List and Add Insurance Details for Patient
ER-X
Prior Requests
Insurance Invoice and E-Claim Submission
Multi-Claim Provider

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Insurance Workflows

Insurance Workflows

Medic – Insurance Configuration
Upload Insurance Pricing List and Add Insurance Details for Patient
ER-X
Prior Requests
Insurance Invoice and E-Claim Submission
Multi-Claim Provider

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