How to Manage Insurance Plan
This article explains how to create, search, and edit insurance plans in the Claim Module of Ksatria eHospital.
Create Insurance Plan
Purpose
To register a new insurance plan under an existing insurance provider, including plan-specific coverage limits and identifiers.
Steps
Log in to the Ksatria eHospital system.
Click on the Claim module.
Click the Create + button.
On the Create Insurance Plan page, fill out the required fields.
a. General Information
Insurance Plan No. – Unique identifier for the plan
Insurance Plan Name – Name of the specific insurance plan
Insurance Provider – Select from the list of providers created via the Create Insurance Provider process
Maximum Coverage – Define the plan's coverage limit
Click the Save button to store the information.
The insurance plan is now successfully created.
Search Insurance Plan
Purpose
To find existing insurance plans using simple or advanced search criteria.
Steps
Log in to the Ksatria eHospital system.
Click on the Claim module.
In the search bar, type any keyword related to the insurance plan (e.g., name, number).
The system will automatically search across all columns and display results.
For more specific results:
Use the Search By dropdown to select a particular field (e.g., Plan Name, Provider)
Enter the keyword accordingly
The system will return results from the selected column
For advanced filtering, click the Filter button.
Combine multiple criteria as needed (e.g., by provider and ownership).
Click Apply Filter to run the search.
Results will be displayed in the Insurance Plan table.
The search process is now complete.
Edit Insurance Plan
Purpose
To update or correct an existing insurance plan’s details.
Steps
Perform steps 1–8 from the Search Insurance Plan process to locate the record.
Click the Edit button in the same row as the insurance plan to be modified.
On the Edit Insurance Plan page, update the required data fields.
Click the Save button to apply the changes.
The updated plan will appear in the Insurance Plan table, and the edit process is complete.
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