Authorisation
Find Member – the new name for Membership Enquiry
If you access our services through the Veda hub and also have a subscription to one of our Financial Management Solutions this is a quick and easy way to check the membership details of your patients.
This feature has recently had a facelift and, in line with our modern brand, it’s one of the first services to use our API first development promised by our Transformation Programme. You can now also navigate using your keyboard.
Getting started
Click the Records & Reporting tab, then Find Member. This section can also be accessed from the Quick Links menu on the Status page or by clicking the blue square Menq button at the bottom of the menu bar on the right-hand side of the page.
This’ll open Healthcode Authorisation in a new tab which you can leave open in the background. The first time you access the feature you’ll get a welcome message explaining what this feature offers (the ability to view any existing and request new pre-authorisations is coming soon) which you can choose not to see again.
Find your patient’s insurer membership details
- Click on Find a Member or press A on your keyboard
- Select the insurer by clicking the tile or pressing the corresponding letter on your keyboard
- Using your mouse to click into each field or pressing the tab key on your keyboard, complete the insurer’s mandatory fields as a minimum – these will be marked with an asterisk
- First Initial
- Last Name
- Sex
- Date of Birth – you can either type this in or use the date picker
- Postcode
- Membership Number
- Group ID
- Policy Active On – by choosing the date of treatment you can make sure the policy will be valid
- Click Search or press Enter on your keyboard
- You’ll get an instant response
We’ve found a match
This is split into two sections – patient information and policy information. The info shown is what the insurer has made available and we have no control over this.
Patient information
- Name
- Other Initials
- Sex
- Gender Identity
- Date of Birth
- Address
Policy information
- Indication of whether the policy is active or not
- Cover valid from and to dates
- Membership number*
- Insurance scheme/plan*
- Indication of whether the policy has expired
- Expiry date
- Group ID*
- Benefit limit
- Benefit used
- Member excess
- Excess used
- Member co-payment
- Insurer email address*
- Insurer phone number*
*There’s an easy to use copy function next to these fields – simply click the icon and paste the info wherever you need it.
When you’ve reviewed and copied any relevant info click the Home icon at the top left of the screen. Any searches that you’ve done today will be shown on the right-hand side. You can click these at any point throughout the day to view the results again.
No match and multiple matches
If we can’t find a match we’ll let you know and give you further guidance.
