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Record the insurer approval

Note the amount the insurer approved, or rejected, for a registered application.

When the insurer replies to a pre-authorisation, record the answer against the application so the claim can use it.

note

Who does this: insurance desk · Where: Insurance › Pre-Authorization › Approval

Record an approval​

  1. Open Insurance › Pre-Authorization › Approval. Choose the From Date and To Date and click Search if you need a different period.

    The Approval list of admitted patients with an insurance organisation.

  2. Click the three dots at the end of the patient's row and choose Approval Entry.

    The Approval screen with Select Application, Approved Amount, Approval Status and Remarks.

  3. In Select Application, choose the application the insurer answered. The Applied Amount, Previous Approved Amount and Balance fill in.

    The Select Application list showing the application code.

  4. Enter the Approved Amount, choose the Approval Status and add Remarks if you need to.

  5. Click Save.

Good to know​

  • You can record more than one approval for the same application, for example when the insurer approves more cover later. Previous Approved Amount and Balance show what is already approved.
  • The History tab lists the approvals recorded so far.

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