Add the medical aids you accept

When you need this

You are setting up the clinic or the lab, or you start accepting a new medical aid. A medical aid must be on your list before the front desk can choose it under Who pays when they check a patient in, and before you can claim from it.

Steps

1. Open Claims in the menu and click the Payers tab. The page is called Medical Aids.
2. Click New Medical Aid.
3. Type the medical aid's Name, for example CIMAS. It's the only field you must fill in.
4. Add what else you have: Code, Email, Phone and Website.
5. Leave Status on Active.
6. Click Create Medical Aid.

Do this for each medical aid you accept.

Change or remove a medical aid: click it in the list. Edit Medical Aid changes its details; Delete Medical Aid removes it, after you confirm.

What you should see

• Medical aid created successfully, and the medical aid in the list as ACTIVE.
• At check-in, when Who pays is Medical aid, the front desk finds it under Search medical aids….

If something goes wrong

• Create Medical Aid stays grey: type a Name.
• "Please enter a valid email address": check the Email, or leave it empty.
• There's no Claims item or no Payers tab: your role can't manage claims. Ask the person who manages staff logins.

Prices you agreed with a medical aid are set under Setup › Price lists.