Beneficiaries Module Documentation

Overview

The Beneficiaries Module is the central hub for managing your insurance members. This module allows you to onboard new members, monitor their medical records, and track their consumption in real-time against policy limits.

1. Onboarding Beneficiaries

There are two primary methods for onboarding members into your insurance plans.

Option A: Lnkr Mobile Application (Recommended)

We highly encourage onboarding through the Lnkr Mobile App to ensure data accuracy and user engagement.

1.Member Request: The member signs up via the app, navigates to Insurance Settings, and submits a request to join your insurance policy.

2.Review Application: Incoming requests appear in your dashboard list. Clicking an item reveals real-time data entered by the member, including:

Personal Details: Age, gender, and marital status.
Medical History: Chronic conditions, smoking status, family history, and allergies.
Note: Data is exchanged in real-time. For example, if a member updates a food allergy, it is instantly reflected on your screen.
3.Process Request: To finalize the addition:

Click Process Request.
Assign the Status, Policy, Plan, and Inclusion Category.
Crucial Step: You must input the member's Current Consumption (number of visits and billed amounts already used). This ensures accurate monitoring moving forward. Ensure these amounts do not exceed the policy ceiling.

Option B: Batch Enrollment

For bulk additions, use the Batch Enrollment feature.

1.Configuration: Select the target Policy and Plan, then define the Start and End Dates.

2.Download Template: Download the provided enrollment template.

3.Data Entry: Carefully read the included instructions regarding required columns and formatting (e.g., full name format) to ensure a swift and error-free upload.

2. Member Management & Monitoring

Once onboarded, members appear in the Members List, which can be filtered by specific plans. Clicking on a member's profile grants access to three detailed tabs:

A. Basic Info

Displays the personal information completed by the member via the mobile app.

Remove Member: Use this button only if you need to permanently remove a member from your insurance company.

B. Card Info

Provides a detailed view of the member's insurance card status and policy alignment.

Suspension: Managers can suspend a card by documenting a valid Suspension Reason and setting an End Date.
Real-Time Consumption: This section offers a critical view of service usage. You can monitor:
Visits: Consumed visits versus the allowed limit.
Allowance: Billed amount ($) consumed versus the financial limit.

C. Medical Records

This tab is dedicated strictly to clinical data.

Contents: View prescriptions (from clinics/hospitals), lab results, scan images, and medical reports.

Note: For financial data and billing history, please refer to the Claims Module.