---
title: "How to Perform a Benefit Check in Healthbridge Nova"
url: "https://help.healthbridgenova.co.za/en/article/how-to-perform-a-benefit-check-in-healthbridge-nova"
language: "en"
last_updated: "2026-07-13T13:53:28.715Z"
---

# How to Perform a Benefit Check in Healthbridge Nova

A Benefit Check verifies a patient’s medical aid coverage and eligibility for services. This process is automated when a patient is booked into the calendar or added to the waiting room.

**Step 1: Open the Calendar**

1.  Log in to Healthbridge Nova.
2.  Click on the **‘Calendar’** tab.

**Step 2: Book an Appointment**

1.  Select the **Branch, Provider, and Time Slot** for the patient’s appointment.
2.  Follow the standard **appointment booking process**.

![](https://cdn-assets.productfruits.com/1fdea5ab-0258-464f-8bca-fdb50ed198be)

**Step 3: Ensure All Required Fields Are Completed**

1.  To trigger a **Benefit Check**, enter the following patient details:
    -   **Name**
    -   **Surname**
    -   **Medical Scheme**
    -   **Member Number**
    -   **Dependent Code**
    -   **Date of Birth**

![](https://cdn-assets.productfruits.com/4c8a9c1a-b99f-4c5b-8f02-e6de1be7c999)

**Step 4: View Benefit Check Tariff Codes (Optional)**

1.  At the top of the **appointment window**, locate **‘Benefit Check Lines’**.
2.  Review the **default Tariff Codes** used for the Benefit Check.

![](https://cdn-assets.productfruits.com/89ecea11-437a-40ef-8467-da76a1bc1c2e)

**Step 5: Save and Trigger the Benefit Check**

1.  Click **‘Save’** to finalize the appointment.
2.  If applicable, the system will **automatically perform a Benefit Check**.

**Step 6: Interpret the Benefit Check Response**

1.  The system will return a **color-coded response**:
    -   Green: Fully covered by medical aid.
    -   Yellow: Partially covered; patients need to cover the shortfall.
    -   Orange: Not covered; advice on payment methods.
    -   Red: Rejected due to invalid patient details; correct the information and resubmit.
    -   Grey: Response pending; typically resolved within the same day.
    -   Blue: No benefit check has been triggered yet; this may indicate a cash payment, missing data, or that the benefit check is pending based on trigger timing.

![](https://cdn-assets.productfruits.com/51492762-80bb-4319-a1ef-972c8acdff21)

**The Benefit Check is now complete! The response will be displayed in the appointment details.**

![](https://cdn-assets.productfruits.com/51492762-80bb-4319-a1ef-972c8acdff21)

Click below for a quick tutorial on how to do a benefit check

[Embedded content](https://player.vimeo.com/video/912174879)