Reimbursement request process

Reimbursement request process

1. Submit a request

If a doctor has purchased an eligible quantity of a product from a distributor and you have the invoice copy with you, submit a request for reimbursement by following the steps below.

Step 1

Login to the PRx app, Click on Client - Select the Doctor from the List

Step 2

Click on Request 


Step 3

Click + and select Reimbursement.


Step 4

Select the Product, enter the required quantity and add relevant remarks (mandatory). Note - You can also add multiple products to your request as long as the invoice is the same.


Step 5

Enter the Invoice Number and Invoice Date and attach the invoice by clicking the "Images" Section. You can either select "Gallery" or "Camera" and upload the invoice.

Step 6

Click on √ to submit the request and wait for manager approval.

2. Approve the request (For Managers)

STEP 1

Go to PRx App (prxcloud.com); Login with your ID & Password

STEP 2

Go to My Utility -> User Request -> Client Request. 

STEP 3 

You will find a list of requests submitted by your team members. You can filter request type - Reimbursement to view all reimbursement requests submitted. Click on Status column of the relevant request.


STEP 4

Once you click on Status, this window will popup.


Check if the doctor is eligible, verify the invoice attached, and select the relevant status - "Approve" or "Reject" and enter your remarks (mandatory).
Click Save and wait for the Senior Level Approval.

Note, to view the invoice submitted as attachment, you can go to the attachment tab by clicking on the User column and either click "open in new tab" or "save image as" and save it on your computer to view it.



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