--- title: "NHCX Patient Dashboard" description: "Understanding the patient's NHCX page: the workflow timeline, status, amounts, admission/discharge cycles, and actions." date: 2026-08-21 lastModified: 2026-10-02 category: "nhcx" author: "Dr. Umesh Bilagi" beta: true --- ## Overview The **NHCX patient page** is the hub for all of a patient's claim activity. It shows every NHCX workflow for that patient, the current status and amounts, and the next action to take. ## Opening the page From the patient's record, open the **NHCX** section. The page shows: - **Get Policies** / **Discover Policies** buttons to start an eligibility check. - **Birth Certificate (Proof of Birth)** — upload DCB/BCF documents (see [NHCX Newborn Claim](/docs/nhcx-newborn-claim)). - The **workflow timeline** — one entry per NHCX workflow for the patient. ## The workflow timeline Each workflow is a group of NHCX steps (eligibility check, pre-auth, claim, payment, communication) for one patient and payer. Each entry shows: - **Status** — the current workflow state (e.g., Acknowledged, Approved, Rejected, Failed). Errors and failures are shown in red. - **Amounts** — for claim responses, the asked/approved/deducted amounts; for payment notices, the payment status, TDS, and UTR. - **Next action** — what to do next (e.g., submit claim, reprocess, respond to a query). The **Claim submit** action only appears when the pre-authorization is approved **and** the workflow has a linked admission (encounter); linking the encounter from the workflow card reveals it straight away, without reloading the page. It also reappears when a submitted claim errors or fails, so the claim can be re-submitted. Click a workflow to expand it and see the individual steps. Only **submitted** cases appear in the timeline. A case is also created by the earlier look-ups — **Get Plan** and **Discover** in the **Get Policies** pop-up each start a case of their own — and a case with nothing submitted to the payer yet is not a claim, so it stays out of the list. The single exception is the **newest** case with no submission, which remains at the top so you can carry on with it. This keeps the timeline to real cases instead of abandoned look-ups. Above the step table each workflow has a **Concise view** checkbox, ticked by default. In concise view the coverage-eligibility steps are hidden so only the business steps remain (pre-authorization, enhancement, resubmission, claim, reprocess, payment notice); the label shows how many steps are hidden. Untick it to show the coverage-eligibility steps again. The checkbox belongs to that one workflow — each workflow is toggled independently. ### Wallet Before pre-authorization, the expanded workflow shows a **Get wallet** button — but only once the workflow carries the payer and policy details (subscriber, beneficiary, and policy number) **and** an insurance-plan request has been sent for that workflow (see [NHCX Check Eligibility Coverage](/docs/nhcx-eligibility-check)). Clicking it runs a *validation* coverage-eligibility check in the background (the button stays live — coloured, with a spinner and a **Waiting for the payer… (Ns)** line counting the seconds up — while it polls the payer), which returns the policy's **wallet**: whether it is in force, the coverage period, and the total available balance. The plan itself is requested from the workflow's **Discovered Policies** dialog: each policy row offers **Validate** first, and once the validation has been submitted for the case the row offers **Get Plan** instead. **Validate** is submitted from the dialog itself — the policy fields are already filled from the discovery, so there is no separate form to complete — and it is posted on the case straight away. **Validate** stays disabled until the payer has answered the discovery, because the dialog needs the payer's own policy code to name in the request. So the workflow order is **Validate → Get Plan → Get wallet**. Once the wallet is known, the accordion replaces **Get wallet** with a wallet summary card (**Active** / **Inactive**, validity period, and balance in INR) and reveals the pre-authorization actions and **Search** as buttons. The same wallet summary also appears on the workflow's Kanban card. If the payer refuses the validation, **Get wallet** shows the payer's own error — its code and message, for example `HBP016 — No policies available for the selected policy code` — instead of the wallet. The reason stays visible when the page is reloaded, and a later successful validation replaces it with the wallet card. ### Newborn (Baby of Parent) For a **patient under 6 years old**, each expanded workflow shows a **Newborn (Baby of Parent)** block. Enter the card-holder parent's **UHID** and click **Link parent** to resolve and link the parent to that workflow. Once linked, the block shows **Linked to {parent name} (UHID …)** with an **Edit** option. The link is only offered when the patient's date of birth is known and under 6 years. The parent must be over 6 years old and have a valid date of birth — otherwise the system shows an inline error and does not link. ## Admission / discharge cycles For cyclic treatments, the timeline tracks each **admission** and **discharge** with timestamps and cycle numbers. The admission and discharge actions open biometric capture for the corresponding process. ## Load More The timeline loads 5 workflows at a time. Click **Load More** to fetch the next page of workflows. Only submitted cases (plus the one in-progress case described above) are counted, so a patient whose only activity was plan or coverage look-ups shows the single in-progress case and no **Load More**. ## Common Issues - **"No workflows found"** — the patient has no NHCX activity yet; start with an eligibility check. - **Failed status** — click the red status/error icon to view the error details returned by the payer. ## FAQ **Q: Why does the page load workflows in pages?** A: The timeline is paginated for performance, so patients with many workflows load quickly. Use **Load More** to see older workflows. **Q: Where do I start a new claim for this patient?** A: From the patient's NHCX page, run an eligibility check first, then follow the workflow's next action to submit the claim.