Setup

Adding Codes

Before starting work with the Medical Insurance datagroup, the setup steps are required.
Please use Setup > General Codes > Medical Insurance to create or modify needed Body Affected Codes, Claim Codes, Classification Codes, Club Codes, Incident Type Codes, Status Codes, Legal Status Codes, Incident Views, and Medical Insurance Views.

• Please note that this info/codes will be later available for use in the datagroup.
  It is not possible to create any values from datagroup, the setup is performed only in General Codes settings. 

The creation procedure is the same for all code types. Let's consider some examples:

Body Affected Codes
Go to General Codes > Medical Insurance > Body Affected Codes to create all needed codes.
Click the button to create a code:

Open

Enter Code and Text (full name/description).
Sort defines the order of body affected codes appearing in the available drop-down list when a user creates new records in the datagroup.
Is Passive: if checked, the code becomes unavailable for use.
Click OK to save the code.

Claim Codes
Go to General Codes > Medical Insurance > Claim Codes to create all needed codes.
Click button to create a code:

Open

Enter Code and Text (full name/description).
Sort defines the order of claim codes appearing in the available drop-down list when a user creates new records.
Is Passive: if checked, the code becomes unavailable for use.
Click OK to save the code.

Classification Codes
Go to General Codes > Medical Insurance > Classification Codes to create all needed codes.
Click button to create a code:

Enter Code and Text (full name/description).
Sort defines the order of classification codes appearing in the available drop-down list when a user creates new records.
Is Passive: if checked, the code becomes unavailable for use.
Click OK to save the code.

Club Codes
Go to General Codes > Medical Insurance > Club Codes to create all needed codes. A Club means insurance organization/company. Click  button to create a code:

Enter Code and Text (full name/description).
Sort defines the order of club codes appearing in the available drop-down list when a user creates new records in the datagroup.
Is Passive: if checked, the code becomes unavailable for use.
Click OK to save the code

Incident Type Codes
Go to General Codes > Medical Insurance > Incident Type Codes to create all needed codes.
Click  button to create a code:

Enter Code and Text (full name/description).
Sort defines the order of incident codes appearing in the available drop-down list when a user creates new records.
Is Passive: if checked, the code becomes unavailable for use.
Click OK to save the code.

Status Codes
Go to General Codes > Medical Insurance > Status Codes to create all needed codes.
Click  button to create a code:

Enter Code and Text (full name/description).
Sort defines the order of status codes appearing in the available drop-down list when a user creates new records.
Is Passive: if checked, the code becomes unavailable for use.
Click OK to save the code.

Adding Incident and Insurance Views

After creating all needed codes, you should create Incident views and Medical Insurance views.
Insurance views.
Go to General Codes > Medical Insurance > Medical Insurance View.
You may define one or more Insurance views.
Each view will be shown as a separate tab/page in the Medical Insurance datagroup.
For every view, you can define what incident codes will be shown on a corresponding page.
We recommend you to create at least one view, name it ALL to store all incident codes.

• If no view is defined, there will be a default Overview tab.

Click the button to create a view:

1. Enter Code and Text (will be shown as a title of a corresponding page).
   Sort is the number that defines the order of pages.
   Include Groups field indicates what incident type codes will be shown in a view. You can input digits like '1-4' (codes 1,2,3,4 will be seen) or like '31,77' (codes 31 and 77 will be seen) or combine these 2 ways: '12,77-79'.

   For example, 0-991 means that all documents with a Sort value between 0 and 991 will be included in the view.

   If included groups are left blank, all existing codes will be shown on that view. Usually, this is used for All views.
   
   Security Code field. When a security code other than '0' is defined, it is possible to set up different access rights (Read, Write, None) to this view for different users' levels. This can be done by an administrator in Adonis Control Centre > General Codes > Medical Insurance > Medical Insurance View:

2. View Grid > Columns Definition - in this section you specify what columns will be shown in the view.
   Click

    and select the Heading from the list.
   Click

    to delete the unneeded column.

Click OK to save the view.

Incident views.
You may define one or more Incident views.
Each will be shown as a separate tab in the lower part of the window when you create a new incident record in the Medical Insurance datagroup.

• Incident views are needed to create claims.

• The procedure of creating incident views is the same as with Medical Insurance Views (see section above).

• If no Incident views are defined, the default Overview tab will be displayed.

Functionality

The Medical Insurance datagroup allows storing information about incidents that happened with crewmembers (place, consequences, insurance data, etc.).
 

You can access the Medical Insurance datagroup by choosing the icon on the Datagroups ribbon.
The views that were set up for the Medical Insurance datagroup (in General Codes) will be shown as separate pages.
In the example, we defined one view to see all records in one place:

The buttons under the Manage menu are self-explaining:

1. A new button creates a new incident record.
   
   
   
   

2. It is possible to select a record and click the Open button if you want to check/edit it.
   
   The record details will be opened also if you select a record and double-click it.
   Edit the needed information and click OK to save the changes.

3. The delete button removes the selected record.
   
   
   
   

4. All incidents can be displayed & printed out in the Incident List report, available in the datagroup by clicking the Print button (for the selected pin, (un)tagged/entire crew).
   
   
   
   

5. You can leave any notes related to the incident by clicking the Notes button. The other users will be able to see these notes, too.
   
   
   
   

Adding Incident Record

Click button and input the following data in the appeared Incident Details window:

1. Please fill in all incident details & add a text description if necessary. You can use drop-down lists to select among values that were defined on the Setup stage.
   
   Incident Date is taken as today, by default. Change it if needed.
   
   Select Incident Type, on what Vessel this happened, what Body part was hurt, Status of this case, and Port from drop-down lists.
   
   Rank is fetched from Personal Details.
   
   Enter Fit Date.
   
   The incident may have serious consequences, so a person can end up working. Please define it at the End of the Contract field.
   
   Enter all Case related data. The sequence number will be automatically generated for each new incident.
   There are two places where you can leave notes: Incident Notes & Legal Update Notes. They can be filled in & stored separately using a corresponding button on the panel.
   
   Click Save.
   
   
   

2. You can switch to Page 2 for filling in information about all known medical details. It is on the right side of the screen:
   
   
   

   
   Click Save.

3. The lower Overview section is developed for claims.
   Instead of Overview, there can be tabs that you defined as Incident Views in General Codes. 
   So, if no Incident views are defined, the default Overview tab is displayed.
   It is possible to create several claims for each incident and several vouchers for each claim. 
   To create a Claim, please click

   a button on the Manage menu or choose the New command from right-click menu: 
   
   

   
   Then please fill in Claim details & click

   to add vouchers. The total cost of a claim will be automatically calculated according to voucher values. 
   You can select any currency from the list & add its exchange rate as per the currency of the claim. It will be recalculated accordingly.
   For example, you create a claim where the currency is USD. If you add vouchers for USD 50 & EUR 30, please mention the exchange rate EUR/USD, 
   e.g.1.5. Then the Total Cost will be calculated as 50 + 30*1.5. 
   Claims are sorted by submission date in descending order. 
   
   Click OK to save the record.