How to Manage Insurance Provider

How to Manage Insurance Provider

This article covers how to create and search insurance providers in the Claim Module of Ksatria eHospital.


Notes
Create Insurance Provider

Purpose

To register a new insurance provider into the system, including both private insurers and company-sponsored health benefit providers.

Steps

  1. Log in to the Ksatria eHospital system.

  2. Navigate to the Claim module.

  3. Click the Create + button.

  4. On the Create Insurance Provider page, complete the following sections:

a. General Information

  • Define the insurance code and insurance name.

  • Select the provider type (Insurance / Company).

  • Set the ownership (Government / Private).

b. Contact Information

  • Enter contact details of the insurance representative, including name, phone number, or email address.

  • This contact is used for claim verification or coverage confirmation.

  1. Click the Save button to save all data.

  2. The insurance provider has now been successfully created.


Notes
Search Insurance Provider

Purpose

To find existing insurance providers using quick search, search-by filters, or advanced filters.

Steps

  1. Log in to the Ksatria eHospital system.

  2. Go to the Claim module.

  3. Use the search bar at the top of the CRUD table to type a keyword (e.g., insurance name or code).

    • The system will automatically search across all columns and show matching results.

  4. For more specific results, use the Search By field:

    • Select a specific parameter (e.g., Insurance Name, Type, Ownership)

    • Enter the keyword

    • The system will search within that specific column

  5. For advanced search, click on the Filter button.

  6. Fill in one or more criteria (you can combine multiple filters).

  7. Click Apply Filter.

  8. Matching insurance providers will be displayed in the Insurance Provider table.

  9. The search process is now complete.


Notes
Edit Insurance Provider

Purpose

To update or correct information for an existing insurance provider.

Steps

  1. Perform steps 1–8 from the Search Insurance Provider process to locate the record.

  2. Click the Edit button next to the insurance provider you wish to modify.

  3. On the Edit Insurance Provider page, make the necessary changes.

  4. Click the Save button to update the data.

  5. The changes will be saved, and the Edit Insurance Provider process is complete.

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