The Benefits browsing and servicing

The Benefits browsing and servicing

The "Benefits" functionality from the "Surgery" menu is used to enter orders for commercial benefits and their realization. After selecting this functionality, the order browser is displayed, enabling order search according to any combination of the following criteria:

  • benefit
  • state of performance of the benefit
  • PESEL number of the patient for whom the service is provided
  • date of birth of the patient for whom the benefit is provided
  • name of the patient for whose benefit the benefit is provided
  • surname of the patient for whose benefit the benefit is provided

Under the search engine you can see the "Add" button for adding a new order.

To order commercial benefits, click "Add". The patient browser will then be displayed. After entering search criteria enabling finding a patient for whom benefits are to be performed and clicking the "Search" button, a list of patients meeting the search criteria will be displayed under the search engine and next to each of them the "Choose" button.

After clicking the "Choose" button next to the appropriate patient, the patient order form will be displayed.

In the form, first select the store from which the funds are to be used for the performance of the service (then the list of means available in the store will expand) and then select the appropriate one(s) and confirm by clicking the "Save" button.

To search for commercial benefits completed and pending, enter the appropriate criteria in the search engine and click "Search". You will then see a list of benefits that meet your criteria. The cell in the 'Payments' column is highlighted in red if the patient has not yet paid the full payment for the benefit, and green if the payment has already been made.

For each of the unrealized benefits, a "Serve" button is visible, and for every completed "Enter" button. To complete the benefit, click the "Serve" button next to it. You will then see a form with basic details about the benefit and patient as well as fields to enter the place and result of the implementation. If the payment for the benefit has not yet been made, the fields for entering the place and the result of the implementation are inactive. If the logged in user has the appropriate permissions, then the "Cancel order" button is additionally displayed to cancel the given order (when the order is canceled, the means necessary to complete it return to store).

In a situation where the fields for entering the place and the result of the implementation are inactive, the patient should be charged first. If the logged in user does not have the right to handle payments, he should send the patient to register to settle the payment, and when the patient does so, re-open the patient's order. However, if the logged in user has the right to handle payments, he should click the "Patient card" button visible under the benefit form which will open the patient card in the new window in the "Payments" tab, register the fact of accepting the payment and close the patient card by clicking the "Finish" button at the bottom of the same cards (or refresh the page after closing the card in another way). Then the fields for entering the place and result of implementation will become active and it will be possible to fill them in. If possible results have been defined for a given benefit, then instead of entering the result manually, one can select one of the defined results from the list of sugestions, which will be automatically entered in the field for entering the result. After entering the data, confirm it by clicking "Realize".

After clicking the "Realize" button, the benefit receives the status "realized" and the result of the implementation goes automatically to the "History" tab in the patient's card.

If the logged in user has the appropriate permissions, then the "Cancel order" button is additionally displayed, enabling the cancellation of a given order (when the order is canceled, the funds necessary for its completion return to the store and in the "Payments" tab in the patient's card there is an overpayment to return to the patient).

To preview already realized benefit result one has to click button “Enter” by the given benefit within the list under the search form. Then form with data of benefit and the result and place of its realization will be displayed in read-only mode.