Add new patient

Patient data can be saved and used further in prior requests and e-claims.

Step 1. Select Patients > New Patient from the menu.
       Patient Details form opens.

Step 2. Fill in available patient data.
       Fields that are marked in bold are required ones. The only mandatory field is Emirates ID and at least one of the following fields must be set: Member ID, MRN, First Name, Last Name – the user can take any of these values in order to search for the patient later.

• • Payer ID, TPA ID and Nationality can be selected from the corresponding search lists which open by clicking on […] button. Another option is to enter the value or part of it manually in the field (e.g. C002 in TPA ID field) and press Enter key. The data will load automatically.  If a payer is not in the list of licensed payers, the user can enter '@' followed by the name of the payer in Payer ID field.
  • Member ID (which is the insurance card number) must be unique for the specified payer. That means there can be two patients with the same Member ID if they have different payers.
  • Emirates ID is Unknown status, without a card by default but it can be changed to another value from the list (the default values) or entered manually if it is known in the format NNN-NNNN-NNNNNNN-N.
  • Cover Plan drop-down fills automatically with custom values for the specified payer (after Payer ID is entered). The user can select a plan from the list or type another one – the new plan will be saved with the patient and added to the list.
  • Patient ID is not editable. It will be assigned after patient saving in the database.

Step 3. Click on Save button.
       Patient Details form closes. The patient is saved.

ALTERNATIVE WORKFLOWS 

Add patient from Find Patient form

1. Select Patients > Find Patients from the menu. 
   Patient Search form opens.
2. Click on Add Patient button. 
   Patient Details form opens.
3. Fill in available patient data.
4. Click on Save button. 
   Patient Details dialog closes. The patient is saved.

Add patient while prior request creation

1. Select Requests > New Eligibility from the menu. 
   Electronic Prior Request - Eligibility form opens. Patient Details tab is active.
2. Fill in available patient data.
3. Go to Request Details tab and enter visit details.
4. Click on Save & Send button.
   A warning dialog appears informing that the request is sent to Shafafiya.
5. Click on OK button.
   Electronic Prior Request form closes. The request and new patient are saved.

Add patient while e-claim creation

1. Select Claims > New Claim from the menu. 
   Electronic Claim form opens. Patient Details tab is active.
2. Fill in available patient data.
3. Go to Patient Visit tab and enter visit details.
4. Go to Procedure Details tab and enter activities details.
5. Click on Save button.
   An information dialog appears informing that the claim is saved in the database.
6. Click on OK button.
   Electronic Claim form closes. The claim and new patient are saved.