Here are some tips to follow since the launch of the new WEBDesk.
» Let’s start with your login details.
For our frequent users, you will notice that the login details you used for the old WEBDesk are still the same for the new WEBDesk. In some cases you may be prompted to refresh your login details. When doing so please note that your new password should be a combination of uppercase, lowercase and numeric values. To make it simple, and easy to remember, you can use the following as an example, for Dr Jackson you can use “Jackson1” - this is sufficient. Please note: punctuation characters are not accepted.
If you find that you are not able to log in (or you are new to the WEBDesk), please do not hesitate to contact the Swítch call centre on 0800 111 703 for assistance.
» You’re logged in.
Once you are logged in, you will notice all your options are along the left hand side of the screen with all the relevant sub-menus. From here you will be able to navigate around the WEBDesk and view all the details regarding your practice and your claims sent to Swítch over the past 12 months.
» You’re navigating around.
There are various options for viewing your details on the WEBDesk. Before you retrieve your practice details and subscribe to email reports please investigate all the available options.
The following options are available:
Claims Online
This is for viewing all the received claims by Swítch, as well as the claim status.
- Logbook
This is for viewing your claims sent to Swítch - viewed per batch. This can be selected between two dates and it also gives you a summary of the total claims received, value and rejected claims.
- Transaction details
Here you can view your rejections as well as the claim history for a specific patient over a specified period of time, bearing in mind that you will not be able to access claims older than 12 months.
» You want to query an account.
If you are querying a specific account it is always advantageous to change the “Between” date to the initial service date of the patient and to keep the “And” date on the present date to give you a complete overview of the transaction history.
» You are searching.
When searching for a specific patient, please enter the exact Medical Scheme number, or precise account/reference number, into the specified fields. Please note that this search is case sensitive so only correct entries will supply you with the requested info. If there are no results displayed, it could be that the details you entered were incorrect, or not in the date range specified. In this case you can refer back to the logbook section to search by batch for the specific patient.
If your batch number is not reflecting in the logbook section, you are welcome to contact the call centre on 0800 111 703 for assistance in identifying and resolving your issue.
For unspecified searches – that is, all transactions received, rejected or accepted, or both - this can be done by not inserting info in the Advanced Options - Optional section - only by supplying the date range in question. This can be broken down into Medical Scheme destinations if necessary by selecting a destination. All other options can be left blank or selected according to your preference.
To view all your rejections there is a box in the bottom right: “Rejections only” in the “Transaction Detail Filter Criteria - Required” view, which can be ticked. This will display only the rejected transactions for the time period specified.
* Applicable to all search functions on the WEBDesk.
Please remember if there are a large amount of claims submitted for a specified practice number, your web session might time out and you will have to narrow down the search period.
MSV online
MSV online is used specifically for confirming patient details subject to validation by Swítch. Please keep in mind that the validations done by Swítch are different for each scheme, according to their preferences. Swítch will not validate on the same detail for each scheme. Hence the following validations: CDV (Check Digit Verification) and MSV (Membership Status Validation).
In the MSV section, the validations will be specific i.e. Medical Scheme number, date of birth and dependant code (MSV), or there will only be a digit validation for the Medical Scheme number of the patient (CDV).
In the Request Type section of the search criteria, you will be able to see whether Swítch validate for CDV or MSV which will display as “Full” or “Extended”. Note that searching for extended would always be optimal as this will ensure that you get all the dependant details associated with a specific medical aid number.
The advanced features of the new WEBDesk gives you an enhanced level of control, providing you with the crucial information necessary for running a healthy practice. Should you have any questions or suggestions, please contact us today on 0800 111 703.
Yours in Healthcare
Gideon Fick
User Support Analyst
