Tickets - Create New Manual Ticket

"How do I reimburse my employees when they go to a non-panel?"

Good news for you! As a HR, you will come across situations where you would like to reimburse your employees when they went to a non-panel be it due to unavoidable circumstances or your company allows so. 

Take note this feature is applicable when you want to (must meet all 3 criteria):

i. Reimburse the claims and
ii. Record the reimbursement data and
iii. Deduct the reimbursement from your employee's entitlement.

Follow the guidelines below when you want to create a manual ticket via your HealthMetrics portal.

1. Go to Tickets.
   
2. Click the Create new manual ticket button.
   
3. Choose the type of ticket (claim) submitted by your employee.
   Note: The services below will only appear based on the benefits you have for your employees in your HealthMetrics portal.
   
4. Use the Search function to find your employee's profile.
   
5. Fill up the form accordingly. 
   
   You will find these fields in the create new manual ticket form:
   Patient: The name of your employee who submitted the claim.
   Limit: The limit of entitlement your employee currently have at the moment.
   Panel Name: The name of the service provider/non-panel they went to.
   Panel Address: The address of the service provider/non-panel they went to.
   Date: The date of the visit done.
   Attending Doctor: The doctor who treated your employee.
   Description/Prescription/Remark: Fill up the details of the claims done be it a simple description e.g. "non-panel visit" or a detailed prescription/remark you can get.
   Amount: Fill up the submitted claim amount. Notice that in Total, it will calculate the total reimbursement needed to be done.
   Note: If the total claim exceeds your employee's limit, you will see it in red colour.
   
6. Scroll down, click the Click here to issue Medical Certificate if the visit came with any sick leave.
   
7. Upload the receipt of the claim or any other attachments you wish to keep a record of.
   
8.  Tick ✅ the checkbox I confirm the information here is correct and proceed to click the Issue ticket button. If you wish to cancel the process, you may click on Cancel.
   
    

Once you have issued the ticket, you will see the submitted ticket in your Tickets table with the tag "M" which means it was a manual ticket you have created. 

Now you have issued the ticket, the amount will be automatically deducted from your employee's entitlement and you will have to liaise with your employee outside of HealthMetrics system to provide them with the cash amount.

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Related articles:
1. Tickets - Claims Done by Employees at HealthMetrics Panels
2. Tickets - Viewing Claims Done by Your Employees from HealthMetrics Panels