How do I set a cap per visit?

To learn how to set a cap per visit for each employee, watch this video:

If you want to limit the number of credits your employees can use per clinic visit, you can set a cap per visit for your employees. The cap per visit is the maximum amount that can be deducted from an employee’s wallet in a single transaction. Any amount above the cap will have to be paid by the employee by cash, NETS or credit card.

By default, the cap per visit is 0, i.e. no limit.

The cap per visit is set on a per-employee basis. When you enroll new employees, you will need to set the cap per visit for the newly-enrolled employees.

Setting Cap Per Visit — Single Employee

To set a cap per visit for a single employee, follow these steps:

  1. Log into your company's Mednefits Business Portal.
  2. Click on Employee → Overview to see your company's Employee Overview page.
  3. Use the search bar to search for the employee whose cap you want to set, and click on the employee's name in the overview.
  4. On the employee’s page, click on Settings, then on Manage Cap Per Visit.

  5. Enter the amount you wish to set as a cap per visit. Click Save and Continue.
  6. A dialog box will appear to confirm that the cap per visit has been updated.

Removing Cap Per Visit — Single Employee

To remove the cap per visit for a single employee, follow the steps above in Setting Cap Per Visit — Single Employee.

On Step 5, enter “0” (zero) and click Save and Continue to remove the cap per visit.

Setting Cap Per Visit — Bulk, Method 1 (CSV)

To set a cap per visit for multiple employees, follow these steps:

  1. Log into your company's Mednefits Business Portal.
  2. Click on the profile icon in the top right corner and select Settings in the dropdown menu.
  3. You will be shown the GP — Cap Per Visit settings page, where you will see a list of your enrolled employees and their current cap per visit.
  4. Click on the download icon to download a .csv of your company’s employees and their cap per visit settings.
  5. Open the .csv file in Microsoft Excel or other spreadsheet software.
  6. Update the caps per visit for each of your employees and save the .csv file.
  7. Return to the Mednefits Business Portal Settings page and click on the upload icon (refer to image above). Drop the updated .csv file into the upload box. Click on Upload.
  8. When the .csv file has uploaded, the upload box will disappear and your employees’ caps per visit will be updated.

Removing Cap Per Visit — Bulk, Method 1 (CSV)

To remove the cap per visit for multiple employees, follow the steps above in Setting Cap Per Visit — Bulk, Method 1 (CSV).

On Step 6, enter “0” (zero) for the employees whose caps per visit you want to remove.

Save the .csv file and continue with the remaining steps above.

Setting Cap Per Visit — Bulk, Method 2 (Web)

Alternatively, you can update employees' cap per visit in the HR portal using web input:

  1. Log into your company's Mednefits Business Portal.
  2. Click on the profile icon in the top right corner and select Settings in the dropdown menu.
  3. You will be shown the GP — Cap Per Visit settings page, where you will see a list of your enrolled employees and their current cap per visit.
  4. Click in the "Cap Per Visit" column next to an employee whose cap you want to set or update. You will be able to enter the cap per visit amount.
  5. Update the caps per visit for each employee and click Save & Continue to save the updated caps per visit.
  6. Important: if there are multiple pages of employees listed, you must click Save & Continue after updating the caps per visit on each page.

Removing Cap Per Visit — Bulk, Method 2 (Web)

To remove the cap per visit for multiple employees, follow the steps above in Setting Cap Per Visit — Bulk, Method 2 (Web).

On Steps 5 and 6, enter “0” (zero) for the employees whose caps per visit you want to remove, and click Save & Continue.

❗️Important Note About Cap Per Visit

If your company is on the Lite plan, the cap per visit includes the corporate consultation fee of $13 (before GST).

  • Example without GST: an employee on the Lite plan with a cap per visit of $20 goes to a non-GST-registered clinic.
    • Their medicine and treatment bill is $12.
    • Their total bill is $25.
    • The credits payment is capped at $20
    • They will have to pay $5 by cash.
  • Example with GST: an employee on the Lite plan with a cap per visit of $20 goes to a GST-registered clinic.
    • Their medicine and treatment bill is $12.84.
    • Their total bill is $26.75.
    • The credits payment is capped at $20.
    • They will have to pay $6.75 by cash.
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  • 28-Feb-2020
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