INSTITUTIONAL POLICY AND

PROCEDURE

TITLE: ADDING NEW CONTRACT POLICY NUMBER:

APP-INS-02
EFFECTIVE DATE: REVIEW DUE: REPLACES NUMBER:

APPROVED BY: APPLIES TO:

DR. SAEED AODH AL ASIRI INSURANCE MANAGER
DSMC- Executive Director INSURANCE SUPERVISOR
POLICY
 It is the policy of the facility to abide the written contract agreement between two parties.
 It is the responsibility of the Insurance Manager to create the Customer Group down in
modifying service pricelists.

PROCEDURE

 After the signed agreement contract of both parties adding new insurance company
profile in Exsyssystem will be followed down to modifying services of prices.

1. CREATING CUSTOMER GROUP

1.1 From home page of the ExsysSytemselect folder “ACCOUNT RECEIVABLES
MENU”.
1.2 From Account Receivables Menu, choose “ACCOUNT RECEIVABLES SETUP”.
Then click customer group. (See Illustration 1)

Illustration 1

1.3 A page will appear after selecting the “Customer Group”. The page appeared is the last
transaction made. (See Illustration 2)

Illustration 2
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 INSTITUTIONAL POLICY AND
PROCEDURE

TITLE: ADDING NEW CONTRACT POLICY NUMBER:

APP-INS-02
EFFECTIVE DATE: REVIEW DUE: REPLACES NUMBER:

APPROVED BY: APPLIES TO:

DR. SAEED AODH AL ASIRI INSURANCE MANAGER
DSMC- Executive Director INSURANCE SUPERVISOR
1.4 Adding new customer group
Check the last customer group number before proceeding in adding as the number must be in
ordinal sequence.

Procedure:
a. Click “+” to add new one.
b. Enter customer group in numerical digit.
c. Fill in English name – the name of the Insurance Company / Customer group to be
added.
d. Arabic Name - same with English name.
e. Other boxes are the information of the Insurance Companies for contact purposes. In
case, information is not available leave the box empty.
f. No shall boxes to be marked as check (/) on the right side unless approved by the
management.
g. Click Save.
h. Procedure 1.4 - See Illustration below.
g a
b
c
d
f
e

Illustration 3

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 INSTITUTIONAL POLICY AND
PROCEDURE

TITLE: ADDING NEW CONTRACT POLICY NUMBER:

APP-INS-02
EFFECTIVE DATE: REVIEW DUE: REPLACES NUMBER:

APPROVED BY: APPLIES TO:

DR. SAEED AODH AL ASIRI INSURANCE MANAGER
DSMC- Executive Director INSURANCE SUPERVISOR
1.5 Once saved successfully proceed to the next step.

1.6 Click exit logo and select “CUSTOMER CREATION/MAINTENANCE” same folder when
creating Customer Group.

Illustration 4

2. CREATING CUSTOMERS CREATION/MAINTENANCE

 This page is the linking of Insurance Company details (Customer Group) to Finance
Report.
 The page where could link the Customer Group with Sub-customer Group.

2.1 After Selecting the “Customers Creation/Maintenance” a page will pop up. The page appeared
is the last transaction made. (See Illustration 4)

Illustration 5

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 INSTITUTIONAL POLICY AND
PROCEDURE

TITLE: ADDING NEW CONTRACT POLICY NUMBER:

APP-INS-02
EFFECTIVE DATE: REVIEW DUE: REPLACES NUMBER:

APPROVED BY: APPLIES TO:

DR. SAEED AODH AL ASIRI INSURANCE MANAGER
DSMC- Executive Director INSURANCE SUPERVISOR
2.2 Adding new Customers Creation/Maintenance

Procedure 1: CUSTOMERS

a. Choose “initval”.
b. Select “+” command.
c. English name box – The name of the company/sub-customer group where to link the
finance report.
d. Arabic name box – same with English name.
e. Customer Group – always select Insurance Companies Receivables.
f. Click save command.
g. Automatically the “ACCOUNT #” will occur as the system saving pattern is in
ordinal sequence.

Procedure 2: ORGANIZATION AND ACTIVITY

a. Org. No. – select DR SAEED MEDICAL COMPLEX

b. Activ. No - select ADMINITRATION
c. Account # - select INSURACE COMPANY RECEIVABLES
d. Customer’s Group – the insurance company of the added customers above.
e. Click Save.
f. Other boxes will not be filled-in.
a
b
c
d
e

Procedure 2 a
b
c
d

Illustration 6

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 INSTITUTIONAL POLICY AND
PROCEDURE

TITLE: ADDING NEW CONTRACT POLICY NUMBER:

APP-INS-02
EFFECTIVE DATE: REVIEW DUE: REPLACES NUMBER:

APPROVED BY: APPLIES TO:

DR. SAEED AODH AL ASIRI INSURANCE MANAGER
DSMC- Executive Director INSURANCE SUPERVISOR

Illustration 7. Sample of added Main Customer that Illustration 8. Sample of added Sub-Customer group
link to the Main Customer Group that link to the Main Customer Group

3. SERVICE TARIFF
 A page in Exsys where Main pricelist of the Customer Group as per contract agreement.
 Pricelist are designed by department.
 In this page the coverage of every services & medications has already been set as covered,
uncovered or needs prior approval for every company depending on the agreed contract
agreement.
o COVERED – Services are available in both parties as per agreement contract.
o UNCOVERED - Services are unavailable in both parties as per agreement
contract.
 Active Command - Service lists that could be seen from the Doctor’s Desktop .
 Services marked as uncovered and it is active the said service will be secured through
cash payment.
 Services marked as uncovered and inactive, the said services could not be sent by the
attending physician as some cases the said service is design in one customer group as
per agreement.

Page 5 of 8
 INSTITUTIONAL POLICY AND
PROCEDURE

TITLE: ADDING NEW CONTRACT POLICY NUMBER:

APP-INS-02
EFFECTIVE DATE: REVIEW DUE: REPLACES NUMBER:

APPROVED BY: APPLIES TO:

DR. SAEED AODH AL ASIRI INSURANCE MANAGER
DSMC- Executive Director INSURANCE SUPERVISOR

Illustration 9

Illustration 10. Main Pricelist of one Customer Group

Page 6 of 8
 INSTITUTIONAL POLICY AND
PROCEDURE

TITLE: ADDING NEW CONTRACT POLICY NUMBER:

APP-INS-02
EFFECTIVE DATE: REVIEW DUE: REPLACES NUMBER:

APPROVED BY: APPLIES TO:

DR. SAEED AODH AL ASIRI INSURANCE MANAGER
DSMC- Executive Director INSURANCE SUPERVISOR
4. COMPANY OWEN RESOURCES

 A page in Exsys system for modification of pricelist description as per contract agreement.

Illustration 11
Procedure:

a. Choose Customer Group as to what service pricelist description to be modified as per contract
agreement. (See Illustration 12)
b. After selecting the customer group to be modified, choose category or specialty no. as to what
department does the service falls under. Then click the search command “bell logo” so the
services will appear.
c. Modifying services will be input manually.
 Example:
Item No., Product Description P, Product Description S – The code used in Cash
Service
Owen IOS Code, Owen Description – The code will be used as per contract
agreement.

Owen
Owen Owen
Item No. Product Description P Product Description S IOS
Description Description
Code
Vitamin D (25 Vitamin D (25 09044 Vitamin D Vitamin D
LBC00027
hydroxycholecalciferol) hydroxycholecalciferol)

Page 7 of 8
 INSTITUTIONAL POLICY AND
PROCEDURE

TITLE: ADDING NEW CONTRACT POLICY NUMBER:

APP-INS-02
EFFECTIVE DATE: REVIEW DUE: REPLACES NUMBER:

APPROVED BY: APPLIES TO:

DR. SAEED AODH AL ASIRI INSURANCE MANAGER
DSMC- Executive Director INSURANCE SUPERVISOR

Illustration 12
Illustration 13

APPROVAL

NAME SIGNATURE DATE

Prepared by: DR. IBRAHIM ELSHOURA _____________________ __________________

Reviewed by: DR. ZAYDOON NADI _____________________ __________________

Reviewed by: MS. ABRAR HOUSAWI ______________________ __________________

Approved by: DR. SAEED AWDAH ALASIRI _____________________ __________________

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